CFO Consulting Services

Going above and beyond our everyday role, from detailed, in-depths looks at your Business Functioning to raising capital and planning, we provide the knowledge you need to thrive.

COGS & Labor Savings | Optimizing your Process

We work closely with you and your store management, designing processes and systems that optimize your operations and labor schedules. We build and implement targeted or theoretical cost management programs ensuring your costs stay down. These are two of the largest spending categories for a business and often they require a level of management and analysis that exceeds regular financials, with decades of experience optimizing processed we are well-equipped to help you save.

Due Diligence | Ensuring Your Next Move is the Right One

Making sure everything is in place before buying and selling is an absolute must. We assist in the preparation and/or review of your accounting, reporting and internal controls. We overview your technology systems, leases, and insurance. We develop and analyze your business plans and all business modeling. Helping you be absolutely certain every question you or another party have every question answered and everything is in good shape before you sell or buy.

Business Planning | Every business needs a roadmap.

We work with our clients to create a multi-year financial picture, identifying operational and financials needs. Using OKR’s we establish what you want to accomplish and how do you get there. Based on your current and projected operations we calculate how much money you will need and pinpoint areas where your margins have to improve. Working to develop a detail oriented list of what key initiatives to your business needs to strive for.

Capital Planning | 500,000,000+ Raised

It doesn’t matter if everything else is in place, without the right level of capital input, running a business can be incredibly frustrating and sometimes impossible. We have helped companies structure over $500,000,000 in capital infusions. We work with our clients to optimize returns. Identifying the right capital structure for existing stakeholders and utilizing our expertise to present your business in the best light possible.

Our decades of experiences means we know what to look for and how to help. We’ve seen every problem a business could face and are in it to support you for the long-haul.  

Financial Problem Solvers

Our decades of experiences means we know what to look for and how to help. We’ve seen every problem a business could face and are in it to support you for the long-haul. We’re adaptable to any industry and eager to help.

$750+ Million

Client Revenue Handled

$2+ Billion

Capital Raised for Clients


Entities & Locations Helped

  • Business Plans & Financial Modeling 
  • Acquisition Due Diligence
  • Property Tax Appeals
  • Sales Tax Audits
  • Credit Facilities
  • Term Debt
  • Subordinated & Convertible Debt
  • Limited Partnerships
  • Equipment Financings
  • Management Agreements
  • Equity Structures
  • New Site Analytics
  • CAM Charge Audit
  • Lease Negotiation
  • New & Existing Sites
  • Employee Bonus Structures
  • Benefit Plan Structures
  • Management Retention Programs
  • Cost Efficiency 
  • Turnarounds & Restructuring

Clear and Practical

A Comprehensive Picture of your Business.

​We value our client’s time and know that just handing out reports will not provide a clear picture of your business’ performance. All of our consulting services are custom tailored to give you a detailed look at how your business is performing. We also take the time to explain to you what each number means and how it can impact your business. 

Get your Business the support it deserves

Check how your business can grow up with service squared you need to let it thrive