Preparation for Sale Advisory
Guiding owners through the end-to-end process of getting a business ready for sale, valuation positioning, operational cleanup, and buyer readiness.
SERVICES
What we actually do.
Finance strategy and AI implementation, two disciplines most businesses treat separately. We bring them together.
Business
Finance & Strategy Advisory
A true partnership model, we work alongside business owners as a strategic and financial partner, not a one-off consultant. From sale preparation to day-to-day financial oversight.
Pricing & Sales Strategy
Developing pricing models and sales strategies aligned with growth targets and market positioning.
Embedded Partnership
Working inside the business as a hands-on strategic partner, sitting alongside leadership to drive financial and operational decisions.
Financial Modeling
Building and maintaining financial models for scenario planning, investor presentations, growth forecasting, and strategic decision-making.
Cash Flow Forecasting & Budgeting
Ongoing or project-based cash flow management, budget creation, and variance analysis to keep the business financially healthy.
Strategic Planning & Growth Advisory
Long-term business planning, market expansion strategy, and goal-setting frameworks built around your specific situation.
Profitability & Margin Analysis
Identifying levers to improve margins, reduce costs, and optimize revenue mix across your business.
KPI Development & Performance Tracking
Defining the right metrics for your business and building reporting structures to track them consistently.
Technology
AI Integration & Deployment
Practical, no-nonsense AI implementation designed for small to medium-sized businesses, not enterprise complexity, not vaporware. Just tools that work and teams that know how to use them.
OpenAI Setup & Integration
Configuring and deploying OpenAI tools, ChatGPT, API access, custom assistants, within your existing workflows and systems.
Claude Enterprise Setup & Integration
Implementing Anthropic's Claude for business use, including workspace configuration, team onboarding, and workflow integration.
AI Training & Adoption
Hands-on training for teams on how to actually use AI tools effectively, covering prompting, best practices, and practical use cases in their day-to-day roles.
Operational Data Analysis
Using AI to analyze internal business data, surface insights, identify inefficiencies, and support better decision-making.
Custom Internal Software Tools
Building bespoke AI-powered internal tools, dashboards, automations, workflow apps, designed to drive efficiency and reduce manual work.
AI-Powered QuickBooks Integration
Connecting AI tools with QuickBooks to automate bookkeeping tasks, generate financial summaries, flag anomalies, and streamline accounting workflows.
Every engagement includes an initial setup and guided walkthrough. For businesses that want ongoing support, optimization, or deeper integration work, we offer flexible partnership arrangements, just ask.