Frequently Asked Questions

We work with SMB businesses of all sizes and industries, including professional services, law firms, and trade services. Our expertise spans financial management, operational strategy, business exit planning, and more. 

Our holistic approach sets us apart. We go beyond traditional consulting by integrating financial, operational, and strategic insights to create customized, data-driven solutions that address each client’s unique challenges and opportunities. 

A Fractional CFO/COO provides executive-level financial and operational leadership without the cost of a full-time hire. This allows businesses to access high-level expertise in financial strategy, cash flow management, operational efficiency, and long-term growth planning—on a flexible, as-needed basis. 

We customize our engagement based on your business needs. This may include weekly, biweekly, or monthly strategy meetings, financial reporting, forecasting, operational improvements, and leadership support to ensure your business is on track for success. 

We specialize in law firm financial management, operational efficiency, and partner compensation strategies. Our consulting services focus on billing optimization, cash flow management, staffing models, and workflow improvements to drive profitability. 

Law firms often struggle with inefficient workflows, outdated processes, and administrative bottlenecks. We analyze staffing models, case management systems, billing practices, and technology integration to streamline operations, improve productivity, and enhance client service. 

A solid financial strategy is essential for sustainable growth in a law firm. We help firms with profitability analysis, expense management, financial forecasting, and revenue optimization to ensure long-term financial stability and strategic expansion. 

It’s never too early to start! Ideally, business owners should begin planning their exit 3-5 years in advance to maximize valuation, streamline transitions, and ensure financial and operational readiness. 

Key factors include business valuation, financial health, operational structure, leadership transition, and personal goals. We help owners develop a structured exit strategy that aligns with their objectives and maximizes value.