Our Growth Solutions

We are multi-disciplinary fractional CFOs that help entrepreneurial companies grow. Our process starts with an operational review so that we can evaluate your readiness for growth. We can then help you position for success and improved cash flow.

Financial StrategyTalent StrategyGrowth Strategy
Strategic Planning

A strategic plan defines who you are as a business and lists concrete actions to achieve your goals.

Raising Capital

Raising capital is when an investor or a lender gives a business funds to assist with starting, growing, and managing day-to-day operations.

Tax Planning

Tax planning is the analysis of a financial situation or plan to ensure that all elements work together to allow you to pay the lowest taxes possible.

Financial Forecasting

Financial forecasting is the process by which a company thinks about and prepares for the future.

Talent Strategy
HR Compliance

HR compliance is the development of procedures and policies that ensure you carry out fair practices according to law and regulations.

Learning & Development

Learning and development is a systematic process to enhance an employee's skills, knowledge, and competency, resulting in better performance.

Recruitment & Compensation

Provides analysis for compensation programs that support the recruitment and retention of high-quality faculty and staff.

HRIS Development

Human resource information system (HRIS) is a software or online solution that is used for data entry, data tracking, and the data management of all human resources operations of an organization.

Digital Strategy
Business Model Strategy

A business model is a structural model of how a business is going to operate in the market and how it is going to make money.

Marketing Strategy

A marketing strategy refers to a business's overall game plan for reaching prospective consumers and turning them into customers of their products or services.

Web Development

Web development is the tasks associated with creating, building, and maintaining websites and web applications

Process Automation

Process automation is the use of technology to automate repeatable, day-to-day tasks.

Our Approach

Book Consultation

Speak with our advisors about your needs.

Customize Plan

Design a plan that works for you.

Accelerate Growth

Receive recurring updates and gain access to a full management team.

The ValueMax CFO Program

Our ValueMax CFO Program helps entrepreneurs develop and implement a cutting-edge financial strategy by outsourcing to a part-time CFO. We want you to have the best valuation, minimize taxes, obtain a cost advantage and maximize your profit margins.

Clean Tech example of successful companies.

Plans start at $5,000

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The GrowMax CFO Program

Our GrowMax Program equips your business with a cutting-edge B2B go-to-market strategy that positions you for customer service excellence, manageable growth and higher profit margins. We want you to enjoy a deep sales pipeline, pricing power and strong cash flow without hiring a Marketing Director.

Digital Audits
A marketing metrics dashboard used to evaluate your company's performance.

Plans start at $2,500

The CultureMax CFO Program

Our CultureMax Program is designed to help entrepreneurs attract, retain, develop and engage the right talent. We want you to stand out in talent markets and build the best team in your space, without hiring a HR Manager.

Clean Tech example of successful companies.

Plans start at $2,500