SMARTER NUMBERS. BETTER BUSINESS.

financial analysis & forecasting - for business owners

Is your business giving you the freedom you envisioned?
Get unstuck and make your business work for you.

Strategic financial advisory for owners of $5M–$50M companies: fractional CFO services, business valuation and exit planning from Columbia, SC.

 
 
 
 

pendleton street business advisors

WE FIX BUSINESs
FINANCE Headaches.

Business owners growing past $5 million often hit a plateau because the money mindset is still "revenue minus expenses." The businesses that break through run on the same finance the big companies use — forecasts, cash conversion, capital structure, a target valuation — sized for an owner-led company. That's what we do. We run the numbers and give you the insights to take control of your business.

Our Services

 

better data, better decisions

We run the numbers, and give you the insights to take control of your business.

As a business owner, you make tough decisions every day, but it can be hard to know if you're making the right decisions to achieve your goals. We can help.​

→ FORECASTS

→ PROFITS

→ CASHFLOW

→ FUNDING

→ ASSETS

→ DEBT

→ EQUITY

→ OWNER WEALTH

→ WHAT IF

→ SELL

→ M&A

→ VALUATION

→ RETIREMENT

→ FAMILy business

→ SUCCESSION

 

If any of these feel familiar, we can help.

  • Invest in equipment upgrades? -OR- Finally take your family overseas?

  • Retire, and sell to an employee? -OR- Wait for a third-party buyer?

  • My kid is going to college. Who should get the loan? Me, my daughter, or my business?

  • I'm starting to receive offers to buy my business. How do I know what it's really worth?

  • I used to love running this business, now I feel like it is running me. I just feel stuck.

let's talk
 

DON’T JUST TAKE OUR WORD FOR IT…

 
 
“Having a non-family mediator in the room during family business conversations helps us sharpen our ideas, make clear decisions, and keep moving forward.​”
— 4th Generation Business Owner
Case Studies

Make work, work for YOU.

 

TELL US WHERE
YOU’RE STUCK.

We do our best problem solving when we know everything we can about your business, your goals, and where you want to be. It all starts with a conversation.

 

WE RUN THE
REAL NUMBERS.

We can help you align your personal and professional goals, so your business becomes an asset that works for you. We do the math no one else can do.

 

YOU GET MORE
& STRESS LESS.

We’re here for the long haul, guiding you with systems and metrics to reach your goals, and making sure your business is no longer a burden.

 
Our Process

LONGER HAIR,
MORE EXPERIENCE,
BETTER RESULTS.​

John H. Barnes, CFP®​FOUNDER & CEO​

Meet John