.jpg)
SERVICES
Taking Your Business to
the Next Level
Let us advise as you take a more intentional approach to business growth by building real, lasting value while keeping your business strong and ready for the next steps.
We work with clients to identify key drivers that influence business value. We put plans in place to enhance long-term value. We help prepare for potential mergers, acquisitions, or sales.
Protect what you have built and your family's security by crafting a blueprint for continuity due to expected transitions or unexpected events.
Prepare your business to thrive when leadership changes. Strengthen operations, improve business value, and create peace of mind.
Maximize value before sale or transfer of ownership. We help clients prepare the business and staff for a successful transition by creating a roadmap for
the future.
Plan the future by looking ahead with high-level financial insight. We provide, on a fractional basis, the high-level financial insight needed to drive smart strategy for the future.
We’re Good with Numbers...
Here's What Our Our Clients Have to Say About Us
"I always thought I had a general idea of what my business was worth, but seeing the actual valuation was eye-opening. The process gave me a clear picture of where we stand today and what we need to improve to increase our value. It completely changed how I approach planning and growth. I only wish I'd done it sooner.
"Adding Darlene and her team, as our fractional CFO, was the crossroads (catalyst) for us. She brought precision and focus to our numbers, identified target cost control, and established the next stage of our growth. From financial reporting to strategic planning, we finally acquired the insights we needed to make shrewd and definitive decisions."
"Planning for succession can be a bit overwhelming. Our goal was to keep the company in the family while minimizing the tax burden. Darlene's guidance through succession planning and her communication with other professionals on our team made the transition smooth and fair for everyone involved."
Judd C.
CEO
Day Tool & Mfg., Inc.
Stephen F.
President and Founder
Process Equipment Resources and Consulting Services, Inc
Kurt G.
CEO
KWG Industries, LLC
ABOUT
Experience Leads to Insight
Every big change is a transition. Two key factors are needed to succeed: guidance and planning. That's where we come in.
With over 38 years of experience, we have the expertise and insight to guide your strategy to grow your company, protect it, and to plan an exit, all on your terms.
If you are ready to grow your business today and plan for tomorrow, we're ready to help.
