What's Included:
· Comprehensive monthly reporting with strategic insights
· Monthly strategy meetings with owner/leadership team
· Active cash flow management and banking relationship support
· Profitability analysis by product/service/customer segment
· Annual budget development and monthly monitoring
· Financial modeling for growth scenarios
· Preparation of materials for financing or investor discussions
· Priority support (up to 6 hours monthly)
What's Included:
· Comprehensive monthly reporting with strategic insights
· Monthly strategy meetings with owner/leadership team
· Active cash flow management and banking relationship support
· Profitability analysis by product/service/customer segment
· Annual budget development and monthly monitoring
· Financial modeling for growth scenarios
· Preparation of materials for financing or investor discussions
· Priority support (up to 6 hours monthly)
Perfect for: Businesses preparing for significant growth, considering acquisition, seeking financing, or building systems for the next level.
What this means for you: You'll have a true financial partner helping you navigate growth, optimize profitability, and build the financial foundation for a business worth significantly more when you're ready to exit.
