Acquiring Company
NOW CFO
Acquired Company
Formation Financial
Salt Lake CitySan FranciscoFinancial ServicesFinanceAccountingFinancial ServicesFinanceFintechLendingBankingDescription
NOW CFO has announced its acquisition of Formation Financial. This move will allow NOW CFO to expand its service offerings in the startup space. Formation Financial will continue to operate under its own brand. The founder, David, will lead the existing operations.
Quick answer
NOW CFO is acquiring Formation Financial, announced September 8, 2026. NOW CFO is based in Salt Lake City, Utah, United States.
- How much did NOW CFO pay for Formation Financial?
- The deal value was not disclosed.
- What does NOW CFO do?
- NOW CFO is a full-service, outsourced accounting firm committed to meeting its clients’ financial needs.
- Where are NOW CFO and Formation Financial based?
- NOW CFO is based in Salt Lake City, Utah, United States. Formation Financial is based in San Francisco, California, United States.
- Who are the decision-makers at NOW CFO?
- Fundz holds 1 contact at NOW CFO. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
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Who to call at NOW CFO, and when
When NOW CFO changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
- An alert the day NOW CFO raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at NOW CFO, from your own LinkedIn network
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Related People
Frequently asked
Who acquired Formation Financial?
Formation Financial was acquired by NOW CFO, based in Salt Lake City. The deal was reported on September 8, 2026. NOW CFO is a full-service, outsourced accounting firm committed to meeting its clients’ financial needs. NOW CFO is privately held and operates in Financial Services.
When did NOW CFO acquire Formation Financial?
NOW CFO's acquisition of Formation Financial was reported on September 8, 2026. NOW CFO has announced its acquisition of Formation Financial. This move will allow NOW CFO to expand its service offerings in the startup space. Formation Financial will continue to operate under its own brand. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Formation Financial do?
Formation Financial is a firm specializing in finance, accounting, and HR support. Founded in 2018, it serves venture- and private equity-backed startups. The firm provides tailored financial solutions for emerging companies. It is privately held, operating in Financial Services, and is based in San Francisco.
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