JOIN OUR TEAM
Growth, Purpose, Opportunity
Schedule a Consult
Fractional CFO Services & Structure
FOUNDATION
  • Accounting Systems
  • Cash Flow Processes
  • Advisor Coordination
HEALTH
  • Budgeting & Forecasting
  • Production & Operations
  • Banking & Capital
GROWTH
  • Strategic Financial Planning
  • Risk Assessments
  • Revenue
  • Operating Rhythm
VALUE
  • Succession or Exit Planning
  • Readiness & Attractiveness
  • Price/Multiple
LET’S CLIMB TOGETHER

Leadership & Support Team

Think of our Leadership & Support Team as basecamp: providing essential support, resources, and communication for our Sherpa teams.

Meet our Sherpa Teams of CFOs and Area Presidents
Meet the Team
GET IN TOUCH

Financial freedom starts with a simple conversation.

Schedule a consult
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01DISCOVERY CALL
A conversation with us about your challenges and vision to see if we are a fit for you
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02COMPLIMENTARY ASSESSMENT
A complimentary half-day assessment. A CFO will sit down with you to explore further, assess fit and need, and chart a path forward.
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03GETTING TO WORK
Your CFO will work closely with you and your team to set priorities, deliverables, and execute the plan.
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04REACH NEW HEIGHTS
With a trusted guide at your side, climbing to greater health, growth, and value.