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Providing financial and analytical consulting services to small business owners.

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Financial Consulting for Small Business

Small business is hard. With finite resources small business owners spend far too little time gathering the data and crunching the numbers critical to making sound business decisions. We can help you better understand where your business makes money and where it doesn't. Together we can develop a plan that gives your business the best possible chance to be successful.

  • Financial forecasting
  • Outsourced CFO services
  • Budgeting analysis
  • Profitability analysis
  • M&A analysis
  • Expansion analysis
  • New business modeling
  • Partnership analysis
  • Monthly reporting
  • Accounting
  • Quickbooks
  • Invoicing optimization

Capital Solutions for Small Business

We create true partnerships with existing owners and operators to drive growth and keep the business on track. We partner with small business owners to provide flexible financing for a range of situations.

business-expansion

Business Expansion

venture-capital

Venture Capital

ownership-transition

Ownership Transition

Case Studies

boston-brewery-kegs

Boston-Based Brew Pub

Start-up budgeting
Pre-opening financial modeling
Product level profitability analysis
Monthly financial reporting
Accounting / Quickbooks set up
Ongoing bookkeeping services
Permitting and license management
boston-bakery-bread

Boston-Based Bakery

Partnership analysis
Expansion financial modeling
Monthly financial reporting
Accounting / Quickbooks set up
Ongoing bookkeeping services
Permitting and license management

About Us

Our team consists of small business owners and financial professionals that have a combined 20 years of finance, accounting and business strategy experience.

We are business owners, entrepreneurs, venture capitalists, advisors and accountants. Our team has advised on business sale and acquisition transactions with aggregate transaction value in excess of $1 billion. We are passionate, honest and hard working.

We love learning new business models and meeting fellow small business owners. Drop us a line and we'd love to hear your story. We seek to create long term partnerships to grow with your business.

Contact Us

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