Strategic Advisory

  • Strategic Plan Development & Implementation
  • Customer Base Diversification
  • M&A Strategy and Due Diligence
  • Quarterly Strategic Roundtable & Retreats
  • Organizational SWOT Analysis
  • Small & Minority Business Consulting & 8(a) Entry & Exit Strategy
  • Business Development Advisory

  • Mentor/Protégé Advisory & Liaison Support

  • Strategic Network Connections

Virtual CFO

  • Financial Statement Preparation & Analysis

  • Ratio & Trend Analysis

  • Detailed Profit Analysis

  • Cash Flow Management

  • Budgeting & Forecasting Assistance

  • Line of Credit Strategy and Compliance

  • Cost & Pricing Analysis & Structure Optimization

  • Supplemental Accounting Support & Oversight

  • Accounting System Selection & Implementation

GovCon Regulatory Compliance & Audit Readiness

  • Indirect Pool Structure Development

  • Provisional Rate Development

  • Incurred Cost Proposal Preparation

  • Accounting System & Procedures Compliance Review

  • DCAA & Other Regulatory Audit Support & Assistance

Executive Coaching & Board Advisory

  • Executive & Leadership Coaching

  • Board Advisory & Board Development

  • Succession Planning

  • Managerial Coaching & Mentorship

  • Staff Development & Team Building

  • Staff Retreats & Meeting Facilitation

  • Organizational Change Management

  • Project Management Fiscal Training






We work with service based business owners who are ready to take their business to the next level. Having been in business between two and 10 years, they are emerging businesses on the fast track for growth. They are not interested in business as usual, but, instead, are ready to do business on their terms while doing the right thing for themselves, their employees, and their customers, in that order.  Bottom line is they are ready to build business beyond themselves.

Hear what our clients have to say


Ready To Build Business By Design And Not By Default?

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