Call Toll-Free: 972-679-9279

Core Value Creation Services

Strategic Financial Planning

Do you think and act strategically with your company's financial resources? Do you have a plan for how to manage and reinvest your growing revenue? We are experts in helping small business owners create and implement strategic financial plans unique to their circumstances.

Revenue Model Visibility

Do you know which of your products and services are the most profitable? Least profitable? We conduct an exhaustive analysis of the revenue side of your business to provide full visibility into your true margins. Act on fact and drive more profits to your bottom line!

Key Performance Indicators

Get beyond the business book buzz words and let our team create Key Performance Indicators (KPI's) relevant for your company. We create tools unique to your business. See and deal with opportunities and threats proactively instead of reactively.

Capital Sourcing

Our principal has significant experience capitalizing business ventures and commercial real estate investments. We help you determine the most efficient way to capitalize your company, and then use our resources to help you attract and secure the funding that you need to grow.

Operating Expense Analysis

Shore up your expenses, and the benefits flow directly to your bottom line. Operate more efficiently or shed unnecessary functions and enhance your profits. Our team is objective and will make recommendations that make sense for your unique business circumstances.

Lender & Investor Representation

Need to put your best foot forward when presenting to your lenders and investors? Our principals have successfully pitched and closed hundreds of millions of dollars' worth of capitalizations. We speak Banker and Investor!

Our Process


Our ability to help you grow your business is built on knowing where you are with your company and what you want out of your entrepreneurial experience. Every business and business owner are unique with their own unique goals. We strive during this time of relationship building to gain a mutual understanding of how The Small Business CFO™ can be of the greatest value to your efforts.


After reaching conceptual agreement with you during our initial conversations, we will prepare a value proposal outlining our objectives, the value to your enterprise, the metrics by which we will mutually evaluate success, our mutual accountabilities and the terms under which we will move forward together. Our fee structures are value-based and objective-oriented. A fixed price simplifies calculating your ROI and also frees us both up from "watching the clock".


We will use a variety of tools and methods gleaned from years of experience in small business finance to meet the mutually agreed-upon objectives. Depending on the scope of the engagement, the implementation can take weeks or months. Each situation is unique, but one thing is always constant – the focus on the desired results.


Our goal is to foster a long-term, mutually beneficial relationship with your company. We are confident that our results will have demonstrated our value, and you will see our longer-term value to your company with our continued involvement. Our services are available on an ongoing basis, on retainer or for specific projects. The Small Business CFO™ is just that, your small business' Chief Financial Officer!

A Sample of How We Can Help

Financial Planning
  • Strategic and tactical planning
  • Business plan ideation
  • Budgeting
  • Capital allocation
  • Lease v. buy
  • Revenue model analysis
  • Revenue cycle analytics
  • Margins & Profitability
  • Key Performance Indicators
  • Dashboards
  • Product mix/customer mix
  • Financing packages
  • Sourcing
  • Representation
  • Acquisitions & dispositions
Ongoing Support
  • Retained advisory
  • Outsourced bookkeeping
  • Investor/lender reporting
  • Accountability
  • Risk management