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Operational & Management

You want to be a confident and informed business leader focused on success. In order to do that, you need your business operations at maximum potential with the right core people managing your business when you're not around. The problem is you are not confident in your current staff, which makes you feel frustrated and unsure of your decision making. We believe there should be a way for owners to validate that their business is being managed the right way. We understand what it is like to not know if you have the right people in the right roles, which is why we have guided hundreds of businesses and restaurants to become  confident in their management structure.

Business owners know all too well that as profits roll in and finances become more complex, deeper strategic advice and financial expertise is often needed to ensure continued growth and success. We provide growing and established organizations with experienced CFO-level talent that allows you to focus on the growth and success of your business. We help owners and operators solve financial management issues by providing unique, industry-specific guidance.

Our clients typically come to us for assistance with issues involving:

  • Access to timely and reliable financial information

  • Not having the proper personnel at the right level to provide necessary reporting & KPI tracking

  • Financial, business, and strategic planning & implementation

  • Cash flow management and projections

  • Inability to acquire bank financing

Our Wide Range of Client Services Include:

  • Financial Consulting

  • Financial Reporting

  • Investment Analysis

  • Financial Communications

  • Strategic Planning

  • Key Relationship Management

  • Risk Management

  • CapEx Investments and ROI

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