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Is this Your Business?
SMB Needing Financial & Operational Improvements
High-growth SMBs are hitting $1M–$15M revenue with inefficient systems, unreliable profits, and stalled growth.
Startup Seed to Series B
Founders raising Seed to Series B who need financial models, financial execution, valuation, and investor-grade pitch decks.
Industries
eCommerce
We help businesses optimize their online presence, improve customer experience, increase their AOV, customer lifetime value and manage logistics for seamless operations.
Technology
We support innovation through strategic planning, risk management, and operational scalability, ensuring you stay ahead in a competitive market
CPG
We enhance supply chain efficiency, optimize production processes, and provide strategic financial insights to drive profitability
Services
We offer solutions to enhance service delivery, streamline operations, and implement effective financial management practices.
Healthcare Providers
We help clinics and solopreneurs optimize their operations and become their own CFO/COO. We coach you weekly to take ownership of your business operations and finances.
Our Valued Clients
SERVING INDUSTRY LEADERS
What is pricing?
Pricing depends heavily on the scope of work that is required for your particular business. We can take equity compensation, and we work on a monthly retainer. Our monthly retainer is fixed because we want to avoid any cash flow surprises as we help you to scale lean.
Who do you work with?
We work with venture funded startups, small to medium businesses making over $1M in revenue that are scaling, and businesses making over $5m in EBITDA that are thinking in selling. We also support VC and PE portfolio businesses.
Who will be working with me?
A team member is assigned to your account, either a C Suite executive such as a CFO or COO. Depending on the scope of work you will also be assigned with financial analyst, and additional team members. All under the same retainer.
How long do I need to work with you?
This depends entirely on the scope of work, your current business condition and where we are trying to go. Our goal is to get you to the desired outcome. We only require 6 months and after that we are month to month. However clients have stayed with us for years as we provide quality support as they scale.