Financial clarity that scales your business
Expert Financial Leadership for the lower Middle Market
Based in Miami, Supporting Clients Worldwide
Trusted Financial AdvocatesDelivering clarity, integrity, and results for business owners
Jagzen is built on the belief that true financial guidance begins with integrity, diligence, and advocacy. We act as a trusted financial partner for our clients—protecting their interests, providing clarity in complex situations, and always delivering advice grounded in honesty and objectivity. We value excellence in every aspect of our work, from the precision of our analysis to the care we bring to each client relationship. Our goal is not only to solve financial challenges but to empower business owners with the insight and structure they need to make confident, strategic decisions.
At our core, Jagzen is guided by professionalism, accountability, and long-term partnership. We approach every engagement with the same level of commitment working tirelessly to create value, strengthen performance, and position our clients for sustained success.
Trusted Financial Partnerlower Middle-Market Focus
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CFO - Chief Financial Officer Advisory Services
Comprehensive suite of CFO services tailored to the unique needs of each client. With a focus on strategic, operational, and financial insights, services are designed to optimize financial performance, improve decision-making, and guide business growth.
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Corporate Finance Advisory Services
In-depth suite of corporate finance advisory services designed to help clients navigate complex financial transactions, optimize value, and strategically position their businesses for long-term success. With a focus on mergers, acquisitions, capital sourcing, and corporate strategy, expert guidance is provided at every stage of the financial process.
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Business Valuation Advisory Services
An extensive range of business valuation advisory services designed to meet the diverse needs of businesses, investors, and legal professionals. With deep expertise in corporate valuation and financial advisory, accurate, timely, and strategic insights for decision-making across various industries is delivered.
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Insolvency & Restructuring Advisory Services
Specialized insolvency and restructuring advisory services designed to help businesses navigate financial distress and successfully emerge from challenging situations. With extensive experience in distressed asset management, corporate reorganization, and turnaround strategies, expert support is provided to both businesses and their shareholders & stakeholders during times of financial difficulty.
Strategic Financial LeadershipTrusted Advisors for Complex Financial and Transactional Success
Jagzen Group is a boutique financial advisory firm founded in 2008, serving privately held, lower-middle-market companies (under $250M revenue). We specialize in CFO, corporate finance, business valuation, and insolvency & restructuring services, delivering customized solutions to complex decisions. Led by Jesus Gonzalez, a 25+ year veteran of deal-making, investment analysis, and CFO leadership; our team brings deep strategic, financial, and operational expertise. With a dual platform of tailored CFO support and specialized corporate finance advisory, Jagzen has a strong track record of high-impact results for buyers, sellers, and principal investors.
Financial Advisory for every stage across your business lifecycle
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01
Start-Up and/or Distressed
Laying the Foundation for Growth
Jagzen delivers financial infrastructure, CFO expertise, business valuation, and turnaround services to guide new ventures or stabilize distressed businesses, ensuring a strong start or effective recovery.
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02
Growth & Scale
Accelerating Expansion and Profitability
We provide strategic CFO and corporate finance solutions that help businesses increase revenue, improve margins, and capture new opportunities as they scale.
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03
Maturity & Optimization
Maximizing Efficiency and Managing Risk
Through advanced reporting, process optimization, risk management, and restructuring support, Jagzen empowers established companies to sustain performance and adapt in a changing environment.
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04
Transition and/or Exit
Unlocking Value and Enabling Success
For owners preparing for succession, liquidity events, acquisition, or sale, Jagzen offers specialized advice and valuation to ensure confident, value-maximizing transitions.
Lower-Middle-Market FocusJagzen serves privately held business owners and founder-led teams, who are ready for disciplined financial strategy. Our sweet spot is the lower middle market (enterprise value ~$25–$100M) across sectors like manufacturing, aviation, professional services, and logistics. These leaders are growth-minded and decisive, but know intuition alone won’t get them to the next level. We provide the CFO rigor, valuation clarity, and strategic guidance to scale, attract investors, or prepare for a successful transition or sale.