Ready to Eliminate Execution Risk?
DataTrend is a Los Angeles-based consultancy founded by finance professionals with deep expertise in M&A, FP&A, accounting, and business intelligence — serving clients across Media, Publishing, Technology, and SaaS. Our team of CPAs, FP&A leaders, and BI specialists brings over 70 years of combined experience to every engagement.
Whether you need a strategic thought partner, a tactical execution team, or a full finance function — we’re ready to engage on your terms.
Preparing for a Transaction?
Ask us about exit readiness, QoE prep, and deal diligence support.
Need Finance/BI Support?
Ask us about fractional CFO, accounting, FP&A, and reporting build-outs.
Have a Specific Project?
Ask us about scoped engagements for system implementations or M&A integration.
Why DataTrend?
Deep Practitioner Expertise: Our team isn't built from generalists — it's built from practitioners. Our CPAs, FP&A strategists, and BI specialists have spent decades inside the financial functions of real businesses, navigating audits, building models, and closing deals. When you work with DataTrend, you get people who have sat in the same seat you're in and know exactly what it takes to move the needle.
Flexible by Design: No two businesses are alike, and neither are our engagements. Whether you need a fractional CFO to guide high-stakes decisions, a full-service finance and accounting partner, or targeted support for a single initiative, we structure our work around your needs — not the other way around. We scale up or down as your situation evolves, so you always have the right level of support at the right time.
Transaction-Ready from Day 1: Deals move fast, and preparation is everything. From pre-LOI financial positioning and QoE-ready reporting to data room management and closing statement support, we cover both buy-side and sell-side engagements across every phase of the deal lifecycle. Our goal is simple: protect your deal value, reduce execution risk, and keep the process moving.
Industry-Rooted: We don't parachute into unfamiliar territory. DataTrend specializes in Media, Publishing, Technology, and SaaS — industries where we understand the unit economics, the recurring revenue dynamics, the KPIs that buyers scrutinize, and the financial narratives that drive valuation. That industry depth means less time getting up to speed and more time delivering results.
