Unlike the typical accountant, outsourced CFO, or tax advisor, we are intensely focused on disruptive innovation. And we believe there has never been a more interesting time for creative entrepreneurs to apply leading edge tools and techniques to age old problems across a wide array of sectors. Your innovation is upending existing business models, distribution channels, and consumer habits and is in effect, redistributing economics across entire value chains. There is incredible opportunity in front of you.

But we also know how hard it can be to realize that success. Strategic and tactical missteps can cost you resources, time, and money. Poor planning can leave you flatfooted when the entrenched incumbents fight back. Execution lapses can ruin years of hard work and earned reputation. We know all too well that there is a fine line between success and a trip to “small business heaven.”

That stated, we can help you…we know what it takes because we have been with you on the front lines. We are interactive and collaborative. We are not going to take notes, go away, and come back in three months with a final product. We will work together with you to refine your systems, tactical targets, and long term strategy on a monthly, weekly, sometimes even daily, basis. Our approach will enable to set and communicate your standard of excellence throughout the company and track the team’s progress towards those goals. We will weaponize your accounting and finance function, giving you an added and unexpected tool in your arsenal.

We also know you will have to communicate across multiple constituencies. Leading your team requires that you set clear goals and allocate the necessary resources to unlock those targets. Your short term goals must align with your strategic vision. But equally important, you must articulate your tactical and long term vision externally to clients, vendors and investors. We have spent decades investing, analyzing and directly participating in management through venture backed companies, public equity markets, and our advisory engagements. We understand what you need to say and how that will be received by your critical partners.

In short, when a company is operating in a rapidly shifting environment, successful execution can generate excess returns to those who can capitalize on the opportunity first. Our approach to finance will help you lead more effectively, communicate efficiently, and create a culture of excellence that permeates your team. Because we’ve been in the trenches, we are unlike most strategic and financial advisors…we get it and can help you get ahead of opportunity.

We are excited for you and look forward to partnering together to take on the world.