Small Businesses
Ready to Level Up?
Many business owners dive into entrepreneurship without a solid business plan or clearly defined processes, and as their business grows, these gaps quickly lead to challenges. The good news is, it’s never too late to improve operations! Taking the time to define processes, financial reports, and business operations can dramatically increase the value and success of a business.
Common Areas of Improvement
Quick Glance
$500K
Average SBA Loan
65%
Increased Profitable (Proper Business Structuring)
24%
1st Year Failure Rate
Frequently Asked Questions
What areas of business restructuring does your team help with?
Our team partners to understand the current business operations and then moves next recommend improvements in;
- Sales and Distributions
- Financial Accounting
- Human Capital Management
- Material / Product Management
- Master Data Management
What are financial statements?
They are essential documents that provides a glimpse into the financial health of your business on a daily, monthly, or yearly basis. A profit & loss (P&L), Income statement, and a Balance Sheet are common reports that can ultimately increase your chances of funding, taking on partnerships / mergers, or help justify the price for the sale of your business!
Is there any special software our company needs to purchase before starting?
No but, ideally it is very helpful to jumpstart our collaboration. If you don’t, we are happy to recommend cost effective tools to get you along your way!
Does your firm work remotely or in person?
Absolutely! We are flexible in working with you and your team online or in person.



