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.
AVAILABILITY: FRIDAY MORNINGS
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.
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.
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.