Welcome
Helping Business Owners Climb the Pyramid!
CFO Advisory and Business Transition Services for Small to Midsize Businesses.
We help business owners with their Exit Strategy and prepare and execute the sale of their business.
Let us Help
Our Experience
We bring many decades of experience working in a wide range of organizations, big and small. Our network of advisors has extensive experience in virtually every discipline. We share our passion by helping others. Our process is designed to empower you and your team and provide the support they need to succeed. Talk to us today about how we can support your growth, improve your management, and put you on a solid track to success and profitability.
Our Approach
Our process includes a complimentary consultation to help identify gaps and opportunities, a comprehensive report that includes a project plan with timelines and milestones, a cost estimate, and a schedule.
Why Us?
Being a business owner can be lonely. We are here to be a trusted advisor to help you achieve your goals. We want to give every client the time and guidance you deserve. Whether you’re seeking to take your business to the next level or prepare for an eventual exit, call us today. Together we’ll create and refine your plan for success.
NEXT STEPS
Our Commitment
We have a passion for helping Business Owners and Entrepreneurs achieve their goals. We are committed to the following principles in working with our clients: 1) Honesty, 2) Integrity and 3) Objectivity. We will always put our client's interests first. Working together, we can assure you that your business will operate with greater clarity and professionalism, and that its value will increase.
Our Offer to You
We offer prospective clients a free consultation and for qualified businesses, a Complimentary Business Review* including the following:
- Business Diagnostic & Financial Review
- Value Builder Questionnaire and review of results
- Report of Findings & Recommendations
*Fee Waived for New Clients
What if I don't Move Forward?
Without taking action to WORK ON YOUR BUSINESS now, it is likely you will stay stuck in the bottom part of the pyramid and not achieve your goals. Asking for help is a sign of courage, strength and intelligence, not an indication of weakness!
We provide Management Consulting, CFO/Financial Management Services & Business Advisory Services designed to help Owners of Small to Midsize privately-owned companies Climb the Pyramid!
Wondering About Your Exit Options?
How Ready is Your Business For a Sale?
Only a fraction of small businesses are sold each year in the U.S. (less than 1% of "SMBs") and a minority of those that go "on the market" actually sell. And many that do sell fall short of the Seller's financial expectations. Why? Because many businesses have not been adequately prepared for a sale. Are you ready?