Business Owner and Investor Matters sidebar


XYZ Co. needed a business plan to document their history and to be used to secure financing to support growth.  Our firm created and delivered a business plan and then was hired to lead the growth initiatives of that plan as outsourced CFO.  We have effectively worked with financial partners to secure financing to meet their goals and lead the organization through its growth initiatives.  After securing financing, our focus has been on creating more effective sales commission plans, implementing effective financial reporting and improving financial business processes.  As a result, the company is effectively implementing it’s growth plans and making proactive decisions.