Areas we serve · Twin Ports
Business advice for Duluth, Superior, and the Twin Ports.
Owners in the Twin Ports often work across the state line: a shop in Superior, customers in Duluth, a lender in either state. We work with businesses on both sides of the bridge and meet with owners in person.
Two states, one set of books
Financing, payroll, and a future sale can each raise questions that differ between Wisconsin and Minnesota. We flag those early so your attorney and CPA can answer them before they slow a deal down.
Cash and financing for growing businesses
Manufacturers, trades, healthcare and professional practices, and businesses tied to the port and to tourism all run on cash timing. We build 13-week forecasts, budgets, and lender packages, and we serve as a part-time CFO for owners who need one.
When things get tight
If a lender is asking hard questions, we build the cash forecast and the plan, and we work alongside your attorney on lender conversations.
How we help
Financing
SBA, bank, and seller-note structures, and the package the lender expects.
Learn more →Recurring supportFractional CFO
Monthly reporting, 13-week cash forecasts, budgets, and lender reporting.
Learn more →When it’s hardRestructuring
Cash control, lender conversations, and turnaround plans with your attorney and CPA.
Learn more →Start earlyValuation and exit planning
A broker opinion of value and a two-to-three-year plan to raise it.
Learn more →