Entrepreneurs
We tailor our services based on where you are in your business - from start-up to selling your business.
The Challenge
YOU want to build the best business
YOU want to build a brand that has value
YOU want to build the life of your dreams
YOU want to control your own destiny
YOU can achieve all of these
I can help you with the SOLUTION
The Opportunity
FINANCIAL FREEDOM
Start-Up
Company Size
$100k - $1M of income - EBITDA, Profit or Total Income
Just getting started - in your first or second year of business and realizing profit
How We Help
The Start-Up service is designed to help you as the business owner get organized. You have bootstrapped everything in your business to this point. We help you professionalize the most important areas of your business including - business development, finances, operations and more.
If you are in the Start-Up phase you probably have some professionals, attorneys, accountants or insurance agents, we will help you coordinate with these professionals, professionalizing the process should give you more time to focus on revenue driving activities (RDA) and, if necessary, we will help you replace or supplement your existing team in a cost-efficient manner.
Growth Business
Company Size
$1 - 2M of income - EBITDA, Profit or Total Income
Your focus is on intense growth of all business or product lines
How We Help
The Growth Business service is designed to create efficiencies for your business and personal operations. At this stage, your business is more organized and could improve efficiencies to exponentially impact growth.
Under the Growth Business service, we take the lead in coordinating with professionals, attorneys, accountants or insurance agents, this will allow you to focus on the final decisions and give you more time for revenue driving activities (RDA) and, if necessary, we will lead the process to replace or supplement your existing team in a cost-efficient manner.
Scaling Business
Company Size
$100k - $1M of income - EBITDA, Profit or Total Income
Just getting started - in your first or second year of business and realizing profit
How We Help
The Scaling Business service is designed to take most of the business and personal operations oversight off your plate. At this stage, your business is humming at peak performance and efficiency, your focus needs to be on scaling not operations.
Under the Scaling Business service, we take the burden of coordinating with professionals, attorneys, accountants or insurance agents off of your plate, so you can focus on the big picture scaling of your business and, if necessary, we will replace or supplement your existing team with best-in-class resources.
Family Office
Company Size
Over $3M of income - EBITDA, Profit or Total Income
You are maximizing profitability for a near-term exit
How We Help
The Family Office service is designed to step in as your Chief Financial Officer for your family and your business. Today, you are running a successful business, or multiple businesses, generating high levels of cash flow and have a need for advanced financial planning for the business and your family.
Under the Family Office service, we are entirely in control of hiring and coordinating with professionals, investment bankers, attorneys, accountants or insurance agents. We work alongside you to focus on finding potential buyers to arrive at the preferred exit.
