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Solutions
One Partner. Two Roles. Full Business Clarity.
Scale Lean. Exit On Your Own Terms.
Fractional CFO/COO services + exit planning for startups and scaling SMBs.
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Learn how we created a debt strategy repositioning for growth by lowering down APR, improving balance sheet position
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.
Growth, Restructure, Financial, or Exit Planning
Client: Kenia Beauty LLC
Despite strong sales driven by a solid social media presence, Kenia Beauty struggled with profitability due to reliance on a single supplier.
Read more here
Client: Calik9
A dog training company faced limitations in scaling its business due to a narrow focus on in-person services and limited revenue streams
Read more here
Client: Maverick Snacks
A kid snack company experienced internal management conflicts that prevented operational efficiency and stalled growth.
Read more here
Client: Reel Products
A toilet paper manufacturer struggled with cash flow issues due to mounting supplier debt, which limited its ability to scale operations
Year: 2035
Explain what makes the business unique. Identify the qualities that set it apart from its competitors and describe them, staying true to the brand's authentic voice. Add engaging details to catch readers' interest and hold their attention.
Industry: Finance
Explain what makes the business unique. Identify the qualities that set it apart from its competitors and describe them, staying true to the brand's authentic voice. Add engaging details to catch readers' interest and hold their attention.
Client: Name
Explain what makes the business unique. Identify the qualities that set it apart from its competitors and describe them, staying true to the brand's authentic voice. Add engaging details to catch readers' interest and hold their attention.
Year: 2035
Explain what makes the business unique. Identify the qualities that set it apart from its competitors and describe them, staying true to the brand's authentic voice. Add engaging details to catch readers' interest and hold their attention.
Industry: Finance
Explain what makes the business unique. Identify the qualities that set it apart from its competitors and describe them, staying true to the brand's authentic voice. Add engaging details to catch readers' interest and hold their attention.