We don’t believe in overbuilt models that live in Google Drive and die in decision paralysis.

We build tools that drive behavior, improve visibility, and shape leadership.

Everything we deliver is built for real operators—clean, usable, and built to support confident decision-making in fast-moving environments.

Here’s what we help you carry on the journey:

Core Provisions

• Cash Flow Forecasting

Problem: “We’re making money—so why does cash still feel tight?”

We build weekly, monthly, and long-term cash forecasts that reflect operational reality—not just accounting theory.

Our models help clients see what’s coming, understand their cash runway, and plan for seasonal swings, investments, or unexpected slowdowns.

Forecasting becomes a decision tool—not just a report. So you can time hiring, capital purchases, and growth initiatives without guessing.

• Scenario Planning

Problem: “We don’t know what will happen—so we’re hesitant to make a move.”

We help you navigate uncertainty with confidence by mapping “what if” scenarios that prepare you for the real possibilities—not just best-case or worst-case extremes.

Whether you’re launching a new product, opening a location, or entering a volatile market, we bring calm and structure to complex decisions by showing you the financial ripple effects in advance.

• KPI Development & Dashboarding

Problem: “We have no idea what’s working—or when we’re winning.”

We define the key performance indicators that matter for your business—not vanity metrics.

Then we build simple dashboards that help your team see trends, measure progress, and inspect results weekly.

This gives your leadership team rhythm and accountability—and helps everyone focus on what truly moves the business forward.

• Unit Economics & Margin Clarity

Problem: “We’re growing, but our margins are shrinking—and we don’t know why.”

We uncover what’s actually profitable, what’s dragging your bottom line, and where small improvements can create major impact.

From pricing strategy to fulfillment cost to team capacity, we help you dissect performance at a granular level and make real-time course corrections.

• Budgeting & Planning

Problem: “We build budgets—but no one uses them.”

We build plans that anchor your financial decisions in goals, capacity, and constraints.

You get a living budget that ties to strategy—not just a spreadsheet that’s dead on arrival.

We also guide you through how to operationalize it: how to track, adjust, and inspect it every month.

• Capital Strategy

Problem: “We’re not sure if—or how—we should raise capital.”

Whether you’re bootstrapping, seeking outside funding, or weighing debt options, we help you build a capital strategy that aligns with your growth stage, risk tolerance, and operational runway.

We also help you prepare for the process—building the models, materials, and confidence needed to speak credibly to lenders or investors.

• Mergers & Acquisitions Support

Problem: “We don’t know if this deal makes sense—or how to evaluate it.”

We bring financial due diligence and strategic alignment to potential acquisitions, exits, or mergers.

Whether you’re buying, selling, or just exploring, we help you analyze risk, forecast returns, model deal structures, and prepare your business for what’s next.

You’ll see how the deal affects cash flow, leadership bandwidth, integration complexity, and long-term value.

• SBA Loan Readiness & Planning

Problem: “We’re applying for an SBA loan—but we’re not sure what they’re really looking for.”

We help you get SBA-ready with financials that speak the lender’s language: clean reporting, credible forecasts, and clear repayment strategy.

From preparing loan packages to advising on use of funds and ongoing compliance, we ensure you’re not just eligible—but well-positioned to succeed once the funding lands.