We Help Business Owners Achieve Results

Brent is a visionary and change maker for the business world. He is a trusted business advisor who brings clarity and perspective to contractors. His vast knowledge across a multitude ...

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Virtual CFO

Businesses may reach a point where they need professional financial advice but can't afford or don't need a full-time CFO or even a controller. We will handle CFO duties such as strategy, leadership, funding, financial reporting, presentations, process improvement, compliance, as well as communications with various stakeholders. We also meet regularly with the key team to bring clarity as to how financial numbers help your company operate more effectively.

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Services

Mergers and Acquisitions

We represent clients in a variety of industries in acquiring or selling a business. We meet with the clients 1:1 to fully understand their needs and discuss their vision and goals. Generally speaking, the framework of a corporate transaction consists of 1) preliminary advice and due diligence; 2) negotiating the agreement; and 3) completing the transaction.

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