No. Your team runs the day-to-day; you keep the wheel. We drive the plan and the big calls with you, and we step back over time as your team grows into it.
It's built to pay for itself at sale. A cleaner, stronger business that runs without you sells for more and is far easier for a buyer to finance. And you get a CFO and a seasoned operator for less than the cost of one mid-level hire, without having to manage them.
The earlier we start, the more we can move. The best outcomes begin years before a sale. If you're closer to the finish line, we triage what matters most.
The fundamentals travel: clean numbers, the right people in the right seats, a business that runs without you, and a story buyers trust. We learn your specifics fast, and we look at it the way a buyer will.
Different jobs. Your CPA keeps you compliant and reports the past. Your broker runs the sale. We build the value in between, and we work alongside both. We're not brokers or investment bankers.
Often, alongside a retainer, so we're aligned with your outcome. It's optional and deal-by-deal, never a requirement to talk.
Owners who just want bookkeeping or steady-state back-office help, and pre-revenue startups. We'll happily point you somewhere better.
Embedded is the flagship: both of us in the work. Advisory is lighter, for owners with a strong team who want senior judgment on a cadence. We'll recommend the honest fit.