Step 1: Clarify Objectives

We start our process with a free conversation to understand your business, your current financial picture, your industry pressures, and where you want to take the company in the coming years.

Step 2: Design Future Strategy

We verify your numbers, study permits, road plans, and competitor moves, then build a practical, data-informed strategic plan that protects cash and positions you to grow confidently.

Step 3: Fund and Guide Growth

Through Centric Funding, we match your plan with smart lending options, support applications and negotiations, then stay engaged as fractional CFOs to help you execute and adjust over time.

All services
All services
Fractional CFO & Business Loans

Fractional CFO & Business Loans

Strategic Planning
Strategic planning is where we step back from the day‑to‑day and design where your business is really headed, then build a pr... Learn More
Fractional CFO Services
Fractional CFO services give you senior‑level financial leadership without hiring a full‑time executive. We come in as your o... Learn More
Business Loan Consulting
Business loan consulting is about making sure you get the right money, on the right terms, for the right reasons-and understa... Learn More
Tax Planning
Tax planning is about keeping more of what you earn by thinking ahead instead of reacting at filing time. We look at where yo... Learn More
Executive Guidance
Executive guidance is where we sit beside you as owners and leaders-not above you-and help you steer the business through gro... Learn More

RESIGNATIONS

are always a surprise, and at the upper levels can cause chaos in a company. Your XXX resigns, and their second in line thinks they'll get the nod. If not, you may face yet another problem. Executive turnover from President down has sent multiple calls our way resulting in our taking interim positions in multiple companies from President, to CFO, and Head of Marketing. If you face a turnover surprise, call us.

CASH SHORTAGES and LOANS

result in more inbound calls than any other single thing. For this reason, we have created a "Do It Yourself" approach in which you can select the type of loan you need and submit the required documents. This removes any delay that might have occurred by submitting your request in a more traditional manner.

THE UNEXPECTED

What happens if you drive up to your office and there's a sign across the street where your largest competitor is going to build. SURPRISE!

 

The fact is that it shouldn't be a surprise. Their building permit was requested long ago, and you should have known. In fact, you would have known if we were doing your STRATEGIC PLANNING, not budgeting or tactical planning based on your company's financials. P&Ls, etc. look backwards. They tell us what happened. True Strategic Planning tells you what can happen in the future. Our founder is one of the original creators of this approach to guiding your company forward.