Straight Talk

 

Straight Talk:
Better Business. Smarter Money.

 
 

Should the money inside your business be working smarter? Our financial services help owners to:

IMPROVE profits • reduce risk • GROW SMART • SELL OR EXIT

Have questions? Happy to discuss.

 

SCHEDULE 20 MINUTES. ASK US ANYTHING.

 

 
 
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AVAILABILITY: FRIDAY MORNINGS

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MAKING YOUR BUSINESS "SELLABLE" IS COMPLEX.

WE CAN SHOW YOU HOW.

During our time together, we can discuss the major milestones facing your business right now – scaling up, funding, aquisitions, succession, or selling the business

We will show you how a Target Valuation predicts whether your business is on track to pay for your financial future as the owner.

 






WHO WE SERVE

 

Business owners hire us to forecast important financial milestones in their business.

 
 
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TAKEOFF CLIENTS

• Eager to maximize earnings and retained equity
• Must ensure present growth trajectory is sustainable
• On track for an eight-figure exit within five to ten years

We forecast and evaluate your growth and risk variables.

 

 
 
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ELEVATION CLIENTS

• Considering a merger for enhanced market share
• Requires smart capital to fund new assets and personnel
• Worried that additional debt introduces unacceptable risks

We engineer your financials for predictability and leverage.

 

 
 
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LANDING CLIENTS

• Needs to evaluate internal succession versus selling to a third-party
• Seeking insight into how their exit timing will impact personal finances
• Wants help negotiating with an acquiring buyer’s demands

We oversee your exit transactions to preserve investable wealth.

 

 
 





Progress. Performance. Peace of Mind.

By intentionally controlling how much your business is worth to future to prospective buyers, you can create financial stability and predictable growth. Over time – this transforms all your hard work into true wealth.