Advising privately held businesses for more than 20 years.
Every business owner faces key moments where a single decision impacts the future in a big way. Large companies have full-time CFOs to help them in these moments. As the owner of a small or medium-sized business, you need that same level of expertise but only for a fraction of the time at fraction of the cost. Please click below to see how we can support you every step of the way as your fractional CFO.
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You have a great product or service. You have the personality to sell it. Do you have the back office infrastructure in place to actually run the business? Do you even know what that infrastructure needs to look like? We are a phone call away to provide the CFO-level guidance that you need.
We can set up your back office and we have extensive experience with the SBA 504 & SBA 7(a) programs to fund your new venture.
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Your business made it out of the starting gate. Now, you need to build a support team of bankers, lawyers, insurance agents, etc. … or you can simply contact us. We already have the support network in place. We are a phone call away to provide the CFO-level guidance that you need.
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You found a building or key piece of equipment that is vital to your future but the purchase is large enough to require significant debt. We have handled numerous transactions of this nature over the years. We are a phone call away to provide the CFO-level guidance that you need.
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Your business is small but thriving. Should you maintain status quo or expand? The number of factors to consider can be overwhelming. We are a phone call away to provide the CFO-level guidance that you need.
Our Founder & Principal spent more than a decade in a rapid growth scenario, helping a family-owned business grow into the dominant global player in its industry, with plants in North America, Europe, the Middle East and Asia.
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There is nothing comfortable about a downturn. Everyone suffers. Jobs are typically lost. We are a phone call away to provide the CFO-level guidance that you need in this difficult scenario.
We have been through multiple business cycles and have the experience needed to help you manage through this difficult time.
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You spent decades building a customer base and processes that work for you and your business. Before going to market for the sale of that business, you need an experienced advisor to help you ensure that everything is in order to maximize the value that a sale will deliver to you and your family. We are a phone call away to provide the CFO-level guidance that you need.
Marlon has been directly involved in the sale of a commercial bank and has advised a number of other businesses through this process.
