ABOUT US

BUSINESS DEVELOPMENT

We partner with business owners and founders to create value and identify and implement innovative business strategies. We look at the business in a more holistic way. We listen, identify the obstacles or problems keeping you from reaching your goals, and work with you to solve these problems. Our team and partners are made up of entrepreneurs and former business owners that can help identify gaps and capture opportunities. We believe that one of the most important service we can provide is to help structure a top notch team. That team can include people as well as resources. The successful entrepreneurs that we work with have one thing in common, they are passionate about their product, and they need other passionate people around them to make their company successful. We have been asked to serve multiple roles within a startup company, some being: CFO, interim CEO, Advisor, Co-Founder, and Strategic Partner.

 
CFO SERVICES

We provide a full range of flexible CFO services for early to later stage companies. This includes basic accounting, as well as more advanced finance and tax strategy. Our CFO’s bring business development expertise to the finance department. Many companies, including startups, need the expertise of a CFO but can’t afford to hire one on a full-time basis.

 
FUNDRAISING

We help our clients prepare for fundraising activities. We have been successful in raising over $100 million for our clients, using debt and equity funds from high net-worth and institutional investors. We have relationships with institutional investors as well as banks and alternative lending resources.