Preparing You and Your Company

We’re not your typical suit-and-tie consultants—think of us as your friends with a plan for turning your small business into a big success. No jargon, just plain and approachable support for your growth and exit strategy.

Preparing to Scale or Sell Your Small Business
Whether you’re dreaming of scaling your small business to new heights or looking to prepare it for a successful sale, we’re here to help. Here’s how our services can make a difference:

  • Tailored Strategy

  • Financial Clarity

  • Streamlined Operations

  • Business Development

  • Fractional CFO Support

We’ll create a growth or exit strategy designed specifically for your business. No cookie-cutter plans here! Our financial experts will help you understand the numbers. This is the key to making informed decisions and attracting potential buyers. We’ll identify inefficiencies and help you streamline operations, making your business more attractive to potential buyers and ready to scale. Let our team guide you through the business development process, helping you identify opportunities and overcome challenges. Think of us as your financial co-pilots. We’ll provide the expertise of a CFO without the full-time commitment, helping you manage your finances effectively.

How We Work With You

1. Schedule a Call With Us

Reach out to us, and we’ll schedule a friendly conversation. No business jargon, just a chat about your business and your dreams.

2. Discuss Your Business

During our chat, we’ll learn about your business, your vision, and whether you’re aiming to scale or sell. Your success is our focus.

3. Create a Strategy

After our chat, we’ll get to work tailoring a growth or exit strategy just for you. We’ll break things down in simple terms so you’re always in the loop.

4. Implement & Support

We’ll guide you through the implementation of the strategy and offer continuous support. We’re here to make sure your plan becomes a reality.

Who We’ve Done It For

  • Small Businesses

  • Medium-Sized Businesses

  • Corporations

  • Entrepreneurs

  • Working Teams

Types of Services We Provide

  • Financial Structures

  • Lending

  • Business Loans

  • Working Capital

  • Business Development

  • Fraction CFO Services

  • Executive Support

  • Bookkeeping and Accounting

  • Tax Preparation and Planning

  • Strategy Development

Let’s Talk