Consulting Blogs

The Rise of Fractional Leadership — Why Founder‑Led Companies Need It More Than Ever

How Fractional COOs and CFOs Boost Profitability & Stability for Growing Companies
Valuation Blog

Why Business Valuation Matters Long Before You Plan to Sell

What is a 409A Valuation and why does the IRS Require it?
See the Testimonials That Our Clients
Have Submitted So Far

Brian was a trusted thought partner who helped us think more strategically while staying grounded in execution. His support as a Fractional CEO brought structure, alignment, and momentum to how we lead and operate the business.
Weickert Industries, Inc. | Thomas Weickert Jr.

Brian offered a moderating presence and exceptional value as a Fractional CFO, providing robust financial forecasts and assisting with critical bank communications. His clear-eyed insights helped us make strategic business decisions.
Acosta Sheet Metal Mfg. | Sandi Acosta

Brian offered a moderating presence and exceptional value as a Fractional CFO, providing robust financial forecasts and assisting with critical bank communications. His clear-eyed insights helped us make strategic business decisions.
Executive Coach & Master Chair, Vistage Worldwide, Inc. | Richard J Bell

Brian served as our fractional Chief Financial Officer during a critical period of growth and operational transition, providing steady leadership across financial operations, external audits, tax coordination, and lender relationships. He brought discipline and clarity to our financial reporting and controls, while serving as a trusted advisor to the executive team on financing strategy, systems improvements, and long‑term planning.
Austin Cutlery & Tool | Cangshan Cutlery | Everware Int’l | New Star Foodservice | Rick Loofs

Brian did a great job on the business valuation for Mathews Mechanical. He was easy to work with, met every committed timeline, and gave us a thorough valuation that made the IRS compliance side of the process clear and manageable.
Mathews Mechanical | Jared Mathews

Brian’s exceptional business acumen allowed him to instantly grasp the critical elements of our operations and industry dynamics. He delivered a fast, highly accurate business valuation report that perfectly reflected our company’s true market value.
Everyone Loves Cash | Tim Roach

