Who We Are?

Welcome to our consulting hub, where experience meets ingenuity and detailed attention. We are a sole proprietorship specializing in creating compelling business plans, accurate internal valuations, and insightful financial modeling. Our primary focus lies in serving small to medium-sized businesses, including ambitious startups and companies seeking bank loan requests.

Our founder, and your trusted advisor, brings more than two decades of hands-on experience as an entrepreneur to the table. The wealth of knowledge amassed from building a business from scratch and then successfully selling it to a public company underlines our practical understanding of the challenges and opportunities you face. This experience was further solidified through an impressive tenure as a Chief Financial Officer (CFO), bringing a deep understanding of financial management, strategic planning, and value creation into the mix.

Throughout our journey, we have come to understand that each business is unique and that cookie-cutter solutions often fall short of expectations. With this in mind, our services are highly personalized, driven by your vision, objectives, and the specific dynamics of your industry.

Our expertise in business planning goes beyond crafting a document; we construct a roadmap for success, incorporating strategic insights and practical action plans. We go the extra mile to ensure your business plan is not just a requirement fulfilled, but a strategic tool that will guide your decision-making and growth.

As for valuations, we recognize their essential role in various stages of a business’s lifecycle. We provide internal valuation services, combining quantitative analysis with a nuanced understanding of your business’s unique attributes. Whether you are considering a merger, acquisition, or simply need an accurate understanding of your business’s worth, we ensure a thorough, objective, and transparent valuation process.

Financial modeling is another area where our expertise shines through. We construct comprehensive models that clarify your financial picture, making it easier for you to make data-driven decisions. These models serve as an essential tool, whether you’re seeking investment, planning your business’s next steps, or evaluating potential financial outcomes.

In a world that’s increasingly driven by numbers, we help businesses make sense of their financial narrative and chart a course towards success.

So, let’s embark on a journey towards your business’s financial success together. We look forward to being part of your team and contributing to your bright future.