How We Add Value

Our Process
How We Add Value

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.

Your Journey to Long-Term Financial Health

Our goal is to work with you throughout every stage of your journey as a business owner, helping you achieve long-term financial viability and sustainability.

Our CFOs have extensive experience in a variety of industries and have an average of at least 25 years of experience as a CFO or senior financial executive.

Business Owner’s Journey
Value Enhancement Pyramid


Continue to Run, Succession, or Exit

  • Defined owner goals, options, and path forward
  • Healthy, growing company with real value
  • Strong internal management team and great systems
  • Team of advisors to help with your goals
  • Higher business valuation/multiple
  • Business owner is in control


Revenue and Strategy

  • Profitability by customer and product line
  • Healthy sales platform
  • Sales growth strategy and pipeline forecasting
  • Well documented vision, mission, values
  • Mid- to longer-term cash flow-based financial projections
  • Business goals, SWOT, and strategic plan


Cash Flow, Finance, and Operations

  • Ongoing operating forecasts and budgets
  • Understanding operating costs/profit margins
  • Meaningful weekly metrics and Key Performance Indicators
  • Strong bank agreement and management of your banking relationship
  • Forward-looking cash flow projections with cash flow break even analysis


Internal Accounting and Administration

  • Cleaned up internal accounting system
  • Internal processes that work
  • Timely monthly closing and strong internal financial reports
  • Help with insurance policies, employee benefits
  • Internal policies and procedures
  • Coordination with your banker and CPA
Know the Score
The Value Enhancement™ Business Risk Scorecard

To help enhance your business’s value, we have developed a Value Enhancement Business Risk Scorecard™ to provide businesses with a comprehensive assessment of financial risks. We will also use this tool to calculate your company’s financial health in seven key business areas, including:

  • Business planning
  • Business foundation
  • Maximizing cash flow
  • Assessing operational efficiency
  • Improving internal accounting
  • Revenue and sales pipeline

By identifying these risks for you, we can help you gain a clear grasp of your company’s financial health so you can make critical decisions with the best possible knowledge.

Process & Services

Discovery & Assessment

For your initial meeting, we’ll send one of our top people to your office to talk to you about your company. We’ll assess what is successful for your business and provide a comprehensive overview of your company’s risks and opportunities.

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Process & Systems

Many of our services help companies improve internal cash flow and profitability. Our targeted approach helps business owners operate with maximum efficiency.

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Collaborating With Your CPA

Our staff members are not CPAs; we work in all phases of the business, concentrating on coordination, communication, and orientation to achieve a desired goal.

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Succession and Exit

Every entrepreneur should have an exit plan, yet many exit their companies without one, which can create costly complications. Leaving your company should be as well-planned as starting and building your business.

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