Frequently Asked Questions

Got a question? You’re in the right place. See if it’s already

been answered below!

What types of businesses do you work with?

We specialize in helping small business owners, particularly Veterans and Women entrepreneurs, who run businesses under $5M in revenue. Our expertise is particularly valuable for manufacturing, product-based, and service businesses that struggle with financial management, operational efficiency, and profitability.

How do your Fractional CFO services work?

Our Fractional CFO services provide expert financial strategy, cash flow management, and reporting without the cost of a full-time CFO. We work on a monthly retainer or project basis, offering tailored financial guidance to help you scale, optimize cash flow, and increase profitability.

How can you help me improve my business’s profitability?

We analyze your financials, pricing structure, and cost management to implement profitability strategies that increase margins, reduce unnecessary expenses, and create sustainable growth. Our hands-on approach ensures real results.

I want to sell my business in the future. How can you help?

We offer Business Exit & Sale Preparation services to ensure your business is financially strong, operationally efficient, and attractive to buyers. From valuation and financial due diligence to improving sellability, we prepare you for a successful transition.

Do you offer one-time consultations or ongoing support?

We offer both! You can choose between:

One-time strategy sessions for targeted advice.

Ongoing support through monthly retainers to help implement lasting improvements.

What’s the difference between consulting and implementation?

Many consultants offer advice—we help you execute. Whether it’s refining SOPs, optimizing cash flow, or improving pricing strategies, we work alongside you to implement changes that drive results.

Have a question? Let's Connect!

Reach out, and let's work together to grow your business.

📧 email us at [email protected]

Who Do You Want to Connect With?

For Financial & Business Strategy:

Book a session with Shauna to discuss financial due diligence, CFO services, and exit strategist.

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For Operational & Efficiency Consulting:

Schedule time with Nick to optimize processes,

inventory management, and leadership strategies.

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Explore Our Blog

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Looking for expert tips on scaling your business, boosting profitability, or streamlining operations?

Visit our blog for practical insights and strategies to help your business grow smarter, whether you're planning to scale or preparing for a successful exit.

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