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Advisory- Business Plan-Fractional CFO
Advisory
- Executive summary & company overview
- Market and industry analysis
- Competitive positioning
- Sales and marketing strategies
- Financial projections (P&L, cash flow, balance sheet)
- Breakeven analysis & ROI forecasting
- Funding strategy or investor pitch content (if needed)
Business Plan
A clear, professional business plan isn’t just for investors—it’s a blueprint for making smarter decisions, forecasting growth, and managing cash flow. As part of our Advisory and Fractional CFO services, we help entrepreneurs and business owners build strategic, data-driven business plans.
Fractional CFO
Our Fractional CFO and Advisory services provide small businesses with the financial strategy, insights, and guidance they need to grow—without the overhead of hiring a full-time CFO.
We go beyond the numbers to help you:
- Understand what your financials are really saying
- Improve profitability and cash flow
- Plan for growth, financing, or expansion
- Monitor KPIs and create budgets/forecasts
- Make informed, data-driven decisions
Financial Analysis
Our team of financial analysts can help you gain insight into your business's financial performance. We provide customized financial analysis and reporting to help you make informed decisions and achieve your business goals.
Business Consulting
We offer a variety of business consulting services to help small businesses succeed. From strategic planning to performance improvement, our team can help you achieve your business goals.