HOW CAN WE HELP?
The buy/sell process currently is messy, frustrating, and unnecessarily long and tiresome. Here are the most common, avoidable problems we help you solve before going to market:
Going Beyond Selling
Many Brokers, as sales people, don’t truly understand (or dare we say care) about the financial health of your businesses nor how your business will accurately be perceived by the buyer and then actually help you fix those problems. They just put it on the market and hope someone bites
Let’s Fix Your Books
Many business owners do not realize that their current accounting and bookkeeping is a major problem that will turn buyers away. Click below to see what Shauna, a CPA, has to say about this after what she has seen in the past 20 years.
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We Align Expectations
Expectations were not managed whatsoever by said sales broker. Maybe you believe your business is worth significantly more than any buyer would pay, leaving you frustrated and confused why no one is interested
We Ease the Transition
The business cannot survive without you and no one told you that would run off buyers or force you to sell at a discount nor did they help you understand how to fix it.
We’ll Guide Your Exit
You have no exit plan in place and are not ready for the level of scrutiny a buyer and lender will put you through.
Let’s Document Your Process
Many processes in your business are in your head or your employees' heads. Click below to see what Nick has to say about this.
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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.
