Financial Coaching: Elite Financial Coaching for Executives and High-Net-Worth Individuals

Financial Consulting: Transform complex finance and accounting concepts into actionable insights. Trusted by C-suite executives, board members, and successful entrepreneurs.

Business Valuation: Accurate valuation for small and mid-size businesses.

Executive Financial Coaching

Private and team coaching that turns complex finance and accounting into powerful leadership tools you’ll use in meetings, boardrooms, and negotiations.

Outcomes
Read financials with conviction, ask sharper questions, and make faster, evidence‑driven decisions using the right KPIs and forecasts.

Who it’s for
Non‑financial executives, founders, board members, and investment professionals who want clarity and impact—not coursework.

Program formats

• Executive 1:1 Coaching (6–12 weeks): Tailored sprints aligned to your goals and schedule.
• Leadership Team Workshops: Half‑day or full‑day sessions to align metrics, budgets, and accountability.
• Accelerator Sessions: Focused 90‑minute deep dives on one priority (e.g., cash conversion cycle).

Core modules

• Financial statements mastery for operators: Income Statement, balance sheet, and cash flow applied to your business.
• KPI design and dashboards that drive weekly operating cadence and reviews.
• Budgeting, forecasting, and variance analysis tied directly to action.
• Capital budgeting: cost of capital, payback, and ROI.
• Scenario planning and sensitivity analysis for uncertain markets.
• Industry analysis – applied to your industry.

Deliverables
Custom playbooks, KPI sheets, templates, and follow‑up action plans that keep momentum strong after each session.

Financial Consulting

What it is
Hands‑on advisory that sharpens reporting, accelerates your close, strengthens controls, and builds scalable finance capabilities that power growth.

Outcomes
Get a clear, defensible value conclusion—transparent assumptions, reconciled methods, and sensitivity analysis that elevate decisions and negotiations.

Use cases
M&A, ESOPs and option grants, diligence support, financial reporting and controllership, financial planning and budgeting, KPIs and dashboards, Working capital and treasury, Pricing and cost excellence, .

Engagement formats

• Diagnostic sprint (2–4 weeks) to produce a roadmap and benefits case.
• Implementation program (8–16 weeks) to deliver process, reporting, and tooling changes.
• Fractional CFO support (ongoing) to sustain cadence and continuous improvement.

What you receive

• Scope letter detailing purpose/standard of value, assumptions, and a precise data request.
• Full valuation report with financial normalization, quality‑of‑earnings adjustments, and a thorough risk assessment (size, industry, concentration).
• Appendices with model outputs, multiples tables, and sensitivity charts plus a presentation‑ready summary for boards and counterparties.

Standards and speed
Reports align with leading professional standards and are formatted for audit and diligence review. Expedited delivery available when timelines are tight.

Business Valuation

Engagement types

SBA‑Oriented Valuation
Engagement tailored to lender requirements for change‑of‑ownership financing, with purpose, standard of value, and required disclosures clearly documented. Coordinated process and lender‑friendly format.

Opinion of Value (summary)
Fast, affordable estimate of value for planning, partner discussions, or price checks. Uses income and market indications with a concise memo and assumptions—ideal for sub‑$10M revenue businesses.

Formal Valuation Report (full)
Defensible, standards‑aligned report suitable for transactions, tax, and disputes, with normalized financials, method reconciliation, and sensitivity analysis. Includes management interview and document review.

Methods and Valuation Approaches

• Income approach
  Discounted Cash Flow (DCF) and single‑period capitalization with scenario and sensitivity testing to reflect growth, risk, and margin paths.
• Market approach
  Private transaction multiples (SDE/EBITDA/Revenue) and trading comps for relevant industries; adjustments for size, growth, and customer concentration.
• Asset approach
  Adjusted net asset method where asset intensity or distress makes it appropriate; identification of non‑operating assets and liabilities.