We help business owners align their personal, financial and business goals while navigating the following challenges: ✅ How can I increase the value of my company in ways not tied to adding revenue? ✅ How can I make sure mys business is profitable AND cash flow positive ✅ How can I eventually sell or transition my business without just closing the doors? ✅ How do I protect my business and secure my legacy? ✅ How do I save for retirement and other goals while continuing to invest in my company? Who we serve: 🔹Owners of privately held service-based small and medium size businesses 🔹Growth minded entrepreneurs who value collaboration and advice 🔹Entrepreneurs who desire more MONEY, TIME and FREEDOM Engagements we thrive on: 🔸Fractional-CFO and COO 🔸Enterprise Value Enhancement 🔸Exit Strategy and Planning 🔸Succession Planning 🔸Wealth Preservation and Growth 🔸M&A Advisory (Proactive Due Diligence Support) How we are unique: 🔹We care about you as much as we do your business, providing a holistic approach to aligning your personal aspirations, financial goals AND business success 🔹We don’t consider you a one-time project. We want to develop a long-lasting relationship that grows with you through the entire life cycle of your business, from startup through exit and the transition to your next exciting adventure