All Services

Outsourced CFO

With this service, we become part of your team and someone you can call on for support. 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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Speaking

Brent is a visionary, a change maker, and paradigm breaker. His thought provoking presentations are informative, engaging, and entertaining. He offers financial research as well as enhanced with stories from the business world, attention-grabbing visuals, and one-liners that help the attendees retain significant portions for reflection.

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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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Coaching

Our business coaching will drastically elevate your business. Even if you are at the top of your game, there is always something that can be learned or improved upon which, in turn, drives more rewards. This program is for the business owner ready to uncover a new path forward or perhaps soak in additional successes in their business.

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Accounting and Payroll

In a small business setting, it is rarely cost-effective or wise to handle accounting and payroll internally. Our firm offers these services in a variety of settings and touch levels. We operate using various cloud-based accounting technology systems, allowing us real-time insight into the financial data of your company and consequently reducing your work load.

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