We are a team of high performing, proven-entreprenuers that are excited to see you scale.
Partner
Partner
We believe that with fewer clients, we can spend more time dedicated to your success.
With our expertise, we coach your teams to grow - to enhance your firm's financial, operational, and organizational health, consistently delivering exceptional ROI through our comprehensive services. We are committed to providing proven advice and solutions that significantly impact both your team and financial decisions, ensuring the long-term prosperity of your company.
“Hugh has been an excellent partner with our firm and has been working with us for the past year. He quickly understood the needs of our firm and immediately provided valuable insight and guidance. He has the ability to clearly communicate with and effectively coach all levels of management and has been a pleasure to work with.“
“There are few people with as much ambition, drive and work ethic as Alexander. I would recommend him for any engagement that requires these traits in excess. He has accomplished more than most.“
“Alexander is the best leader I've ever seen, and he lead more productive meetings that session than most could hope for in an entire year. Alexanders' fantastic instincts made him an amazing partner and mentor; I'm happy I got the chance to work with him — I hope we get to do it again."
“Hugh was brought on to be a coach to two young accounting and finance professionals, the partners of the firm and as an insider of the financial A&E world. He has been much more than that. A friend, a mentor, a compassionate person who thinks with his heart first. Hugh has been an amazing addition to our organization but more importantly to my life and career. He has helped guide difficult decisions and given countless pieces of advice all while keeping in mind the human aspect of business. I appreciate Hugh for the person that he is as well as the mentorship that he brings.“
We have two divisions:
1. Our Fractional Division - focused around CFO and COO work.
2. Our Capital Strategy Division - which includes syndicated investment, due diligence prep, vetting outside capital opportunities, our incubator, and exit planning.
We don't believe in long term contract because the work we do should always be accretive to your business. Cancel at any time with 30 days notice.
You can save over $100,000+ by engaging with a fractional CFO over a FTE.
Let's talk. We believe in the work we do but we're not the right fit for everyone. Let's see if we're aligned and give you the chance to see what we bring to the table. If we're not the right fit, we work with many other folks who might be a viable option.
We work with clients with annual revenues over $2B and some with less than $1,000,000 - our ideal client isn't based on a number but on a mindset. We work with clients who believe in themselves, their teams, and their business to make an impact.
Our team has over 20 years of experience in the Fractional CFO industry.
Absolutely - don't take our word for it. Talk to the folks we work with and learn why they see value in what we do.
All of our work and discussions together are conducted in complete confidentiality. Our coaching discussions are never mentioned internally or externally.