Driving Growth.
Preparing Exits.
Empowering Visionaries.

Our approach

We help founders, owners, and growth-focused companies unlock financial clarity, drive sustainable growth, and prepare for the exits they deserve by offering fractional CFO services, exit planning, and financial strategy consulting.

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Fractional CFO & Strategic Finance

Gain a seasoned financial partner who guides you through growth, scaling, or preparing for sale.

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Exit-Ready Roadmaps

Whether you're planning a near-term exit or five years in the future, we set you up to maximize your valuation.

Outcome-Driven Accounting & Bookkeeping

Move beyond transactional services — our accounting insights help you make smarter decisions.

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A company engaged the firm during their exit process as they prepared to go to market. Upon reviewing their financials, significant issues were discovered, and a comprehensive cleanup was completed, revealing that the net profit had been overstated by over $3 million across a four-year period. The company had paid taxes on this phantom income, but was able to amend its returns and recover the majority of those payments after the cleanup.

Following the financial correction, the company's actual value was less than half of its initial estimate, prompting a shift to growth advisory services. Over the course of 10 months, the firm helped increase monthly revenue by an average of 86% and improve margins by 12%. The engagement resulted in the company achieving a valuation three times higher than when the partnership began.

— Exit & Growth for Logistics client