Finance Management & Finance Advisory for Entrepreneurs
Business valuation, investment planning, and accurate advisory services.
Starter
Founders Advisory
$1,250–$2,500 / mo
- Monthly strategy call
- Quarterly forecast & KPI
- Tax-aware coordination
- One entity
Most Popular
Growth CFO Advisory
$3,500–$6,500 / mo
- 2–4 hrs/wk leadership
- 12-month model + scenarios
- Board-ready reporting
- Banking/covenant support
Advanced
Executive Family Office
$8,500–$15,000 / mo
- Personal + business plan
- Multi-entity consolidation
- Investment policy
- Quarterly deep-dives
Add-ons
- Formal Business Valuation: $7,500–$18,000
- 3-Statement Model Build: $3,500–$9,000
- M&A Readiness / Diligence: $4,000–$12,000
- Estate/Trust CPA Coordination: $2,000+
Service Levels
- Founders Advisory: monthly
- Growth CFO Advisory: weekly
- Executive Family Office: weekly + quarterly
AUM services available on request; retainers exclude asset-based fees.