1:1 Financial Strategy for Growth-Stage Founders

If you lead a $3M–$10M company and need financial clarity fast, this is for you.

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.

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.

The Results

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

One client grew from $6M to $22M during our year together and reached $55M two years later.