Our Services
Strategic Planning
Strategic Planning
Strategic Planning
- Long term performance
- Planning and execution
- Organizational planning
- Performance optimization
- Business transformation
Executive Support
Strategic Planning
Strategic Planning
- Executive alignment
- Leadership effectiveness
- Owner support and assistance with projects or problems
- Entrepreneur support and assistance with wise decisions and successful growth initiatives
- Leadership development
- "Wing Man" Service
Fractional CFO
Strategic Planning
Financial Planning
- Need a CFO but not necessarily full time?
- We provide fractional CFO services in-house and remote.
Financial Planning
Mergers, Acquisitions, & Exit
Financial Planning
- Financial Planning & Analysis
- Cash Flow
- Key Performance Indicators
- Capital Planning
- Banking / Lending
- Cost of Capital Strategies
Problem Resolution
Mergers, Acquisitions, & Exit
Mergers, Acquisitions, & Exit
- Combined 60 years of experience as serial entrepreneurs, having experienced every problem a business could have, we provide problem resolution services in support of your needs and goals.
Mergers, Acquisitions, & Exit
Mergers, Acquisitions, & Exit
Mergers, Acquisitions, & Exit
- We can evaluate companies
- We can get you ready to sell
- We can provide merger and acquisition support
- We can list and sell your business