Partners in Impact
It takes a community of professional advisors, working collaboratively, to help owners of small & mid-sized companies build valuable businesses and to assist them in preparing and executing a successful transition.
To know clients deeply and be a reliable connector to the resources they need
For our Sherpa teams, this is core to our mission and values. We invest our time into developing strong relationships with other advisors, in order to connect our clients to the resources they need for their businesses to thrive and grow.
Do you share our vision for a community of trusted advisors committed to the economic growth of businesses in your area? If so, let’s be intentional about getting to know each other and building a Partner Community together.
Local Communities
In each community in which we operate, our local Area Presidents and CFOs seek to build a vibrant, trusted, and collaborative community of abundance-minded professionals who share our commitment to placing client success first. To find a Sherpa team in your region, please visit Our Team.
Multi-Region Partners
Like FocusCFO, a number of partner organizations operate across multiple regions or nationally. Successful relationships develop on the local level: fostered by the willingness and effort made by the respective local teams working together to build their individual communities. We recommend finding an associate in your local market to connect with first by exploring the Our Team page or reach out to request an introduction.
Community Members
We seek to develop multi-disciplinary Partner Communities with: Bankers (business/ commercial), wealth advisors, other fractional executives, business/ organizational coaches, CPAs, bookkeepers & accountants, attorneys, estate & tax planners, CEPAs and other exit planners, valuation experts, M&A advisors, business brokers, insurance advisors, HR & benefits consultants, sales & marketing, IT consultants, and more.
“Our impact doubles when we partner with trusted advisors who share our commitment to the economic growth of our communities.”
Our collaborative approach to helping you and your clients
We work to help you address your client’s unique financial needs from a CFO perspective. Our goal is to enhance and support the work being done by trusted advisors to improve client outcomes, like enhanced operations, better cash flow, and increased revenue.
Transformative
We like to think of ourselves as a person on the inside – embedded in the leadership team and keeping the transformative work needed to build value at the forefront.
Strategic
Committed
Our team of CFOs and Area Presidents share a commitment to putting clients’ interests first, earning trust, and building long-term relationships. Our average engagement with a client is 5+ years.
- Join a peer group
- Hire a coach or guide
- Implement a business operating system like Pinnacle or EOS
- Hire a CFO, fractional or full-time