Areas we serve · Twin Cities
CFO and financing help for owner-run Twin Cities businesses.
We meet with Twin Cities owners in person and by video, and with metro owners whose second business or second home is up north.
A finance lead without a full-time salary
Many metro businesses have outgrown their bookkeeper but are not ready for a full-time CFO. Our three CFO levels cover monthly reporting, forecasting, and strategic work, with interim help for turnarounds, growth, and exits.
Lender packages that hold up
The metro has more lenders to choose from, and the right fit depends on the deal. We help you pick the type, then build the credit summary, projections, and supporting schedules the lender expects.
Getting ready to sell, years out
Buyers check financial quality, owner dependence, and customer concentration first. A broker opinion of value and a plan built around those three can raise what the business is worth before it goes to market.
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 →