We provide CFO-level support to small and medium-sized businesses, ranging from $2 $30 million annually. We become a part of your team, whether you need our services for a few hours a month or several days a week.
As you navigate your business’s growth and expand your capabilities, the financial choices you need to make will become increasingly complex. Let us team with you to simplify those decisions and help your company attain long-term fiscal health.
Process & Systems
Following The Value Pyramid ProcessSM, we utilize a balanced approach that helps businesses take their organizations into the future. We work closely with you, helping business owners make the critical decisions that will ultimately provide a clear vision for growth.
We focus on the four business systems that indicate financial health: cash flow, operations, internal accounting, and revenue. By having tools in place in each of these areas, businesses can operate at their highest level, maximizing internal cash flow from operations.
Climb the Mountain®
To help enhance your business’s value, we have developed The Value Pyramid ProcessSM to help you climb the mountain that every business owner faces. The four-stage process includes Foundation, Health, Growth and Value®. We will use various tools to help you and your company navigate through these levels, including assessing:
Systems and processes
Structure and accountability
Planning and strategy
Cash flow and profitability
Revenue and sales pipeline
Succession and exit options
By focusing on the three drivers of business value – maximizing cash flow, reducing business risk, and creating a platform for scalable growth – we can help you stake the steps necessary to maximizing the value of your business.
Our goal is to work with you throughout every stage of your journey as a business owner, guiding you in all aspects of operations and financial management. We will work with you to achieve long-term financial viability and sustainability.
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