1:1 Financial Strategy for Growth-Stage Founders
My 1:1 clients are established founders with real revenue, real teams, and real complexity. They either need to prepare for a major transaction or want a CFO-level partner to support rapid growth. That’s where I come in.
This is individualized financial strategy. No fluff or a group format.
If you lead a $3M–$10M company and need financial clarity fast, this is for you.
Who This Is For
You are likely in one of two situations:
Preparing for a Major Move
Selling your company, acquiring another, securing financing, or purchasing real estate. You need your numbers clean, organized, and ready for due diligence so lenders, buyers, and partners take you seriously.
Scaling Quickly Without a Trusted Financial Partner
You have a bookkeeper and a CPA, but neither is helping you interpret the numbers or make strategic decisions. Growth is happening, but cash flow, margins, and projections need tighter alignment.
What We Do
We start with your financial foundation and build from there:
Clear understanding of your financials
Cash flow and ratio analysis
Budgets and projections
Financial modeling
Financing strategy
Decision-making grounded in data
I am an educator first. My goal is for you to understand your numbers so well that you do not need me long term. You stay in control of your company.
Our 1:1 Clients have:
Sold companies
Acquired businesses
Secured financing and Lines of Credit
Increased revenue and improved margins
Built financial systems that support
long-term growth
The Results
One client grew from $6M to $22M during our year together and reached $55M two years later.
You want speed, depth, and direct access.
Most business coaching programs do not teach finance in a way that gives founders command of their numbers. Accountants record history. I teach you how to use your numbers strategically.
Why 1:1
Who This Is Not For
❌ Not early-stage founders.
❌ Not anyone unwilling to look at their numbers.
❌ Not leaders who resist feedback.
This is for open-minded, growth-focused founders who want to scale intelligently.
FAQ’S
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Not on a daily basis, but she will teach you to know what your CFO should be doing. The 1:1 coaching will walk you through what you need to know about your numbers, so that you can make profitable business decisions. Every part of your business touches the financials, so the scope is pretty broad, but focuses exclusively on your needs.
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The contract is for 6 months. It can be terminated or extended by either party at any time. We meet either weekly or biweekly based on your needs. The meetings are held on Zoom and are recorded for your benefit.
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The current price for 1-hour weekly meetings is $2500/month and for 1-hour biweekly meetings is $1500/month. In the beginning, I will be putting together the financial templates to help the business owner learn what the financials are saying. As time passes, the business owner will be completing the financials and telling me what they say.
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The outcome depends on your goal. My 1:1 clients have sold businesses, acquired competitors, purchased real estate, re-aligned their management team, and pivoted their sales, marketing, and operations strategies. My goal is to know that the business owner can confidently make profitable business decisions.
The Real Investment
Clarity. Confidence. And a trusted financial partner.
When you understand your numbers, you lead differently.
If you are preparing for your next major financial move, apply to explore working together.