Practice Areas
CFO Consulting
On-site, remote, and hybrid Chief Financial Officer Consulting.
Customized to the needs of each client.
For privately held companies who desire business excellence.
Strategic Planning
Work with owner(s) and executive team to develop a dynamic strategic plan and working document.
For privately held companies who desire business excellence.
Exit Strategy
Assist owner’s of privately held companies to proactively prepare for their exit.
For privately held business owner’s who desire peace of mind for yourself, your family, and your team.
How We Work
Work Process
01
Business Health Assessment
Owner(s), Executive Team members, Controller, and Accounting Team members all take our confidential online business health assessment.
02
Business Health Analysis
Business Health Assessment results are compiled and analyzed. We’ll provide a detailed report with findings and recommendations on business improvements.
03
Strategy Meeting
Meeting with the client to discuss the business health assessment and analysis. Together we’ll determine a path forward.
Engagement proposal executed.
04
Client Onboarding
Engagement kick-off meeting with client and team.
Next, we’ll perform our due diligence with a deeper dive into your business.
05
Implementation
Implement the agreed upon solutions.
06
Evaluate
Regular check in meetings with client. Ongoing evaluation and continuous improvement.