Strategic Financial Guidance for Growth
Small businesses don’t need full-time CFO support, but success requires a framework for financial sustainability.
CFO Insights for SMBs
CFO-level insights without disrupting your time and pulling you into the weeds. Our advisory services are tailored to support small business, delivering strategic guidance that drives growth and financial clarity so you can focus on the future. We help you achieve financial sustainability and offer best practices that work, providing actionable solutions that empower you to make informed decisions quickly and confidently.
Entrepreneurship through Acquisition (ETA)
Founded by an acquisition entrepreneur and seasoned CFO Advisor through a generational transition, we know the steps, hurdles, and unique challenges new owners face. Our team helps you navigate the complexities of the transition phase—getting a handle on cash flow, forecasting growth, refining pricing strategies, and driving sustainable success in your recently acquired business.
Smart Accounting & Tech Solutions
Our team advises and supports upgrades to your business and accounting software solutions —aligning investments with financial goals and budgeting processes, ensuring ROI tracking and accountability. For streamlined day-to-day accounting and bookkeeping needs, we maintain strategic partnerships with trusted providers who integrate seamlessly into any solution. This approach ensures your business has a cohesive financial foundation while benefiting from the strength of a strategic CFO partnership focused on driving growth and transparency.
ETA & SMB Searchers
We support acquisition entrepreneurs from pre-LOI financial vetting through to post-close growth. Your journey can include pre-LOI financial vetting services, followed by a tailored 30-60-90 day strategic plan to guide your transition smoothly that transitions into ongoing strategic CFO insights and guidance. We become your trusted CFO partner, providing ongoing financial insights and strategic guidance to help you drive growth and maximize value in your newly acquired business.
As a business owner, your goal is a thriving, successful company — we help make that possible. As a trusted CFO Advisor, we bring a strategic, big-picture view of your business, combining financial insight with actionable guidance. We understand the challenges of ownership and translate complex numbers into clear steps, empowering you to make informed decisions that drive growth.
Business owners want someone they trust to advise them in building and sustaining a successful business.
Engagement Roadmap Example
Costal CFO Service Options
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CFO Essentials
Proactive retainer relationship focused on continuously monitoring your financial health and progress, delivering actionable insights that drive sustained business growth.
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CFO Advanced
Builds on CFO Esssentials and provides a targeted approach to enhancing profitability and operational efficiency. This initiative includes measures to directly enhance your businesses financial health.
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Pre-LOI Financial Vetting
Support acquisition entrepreneurs with clear financial analysis and guidance in their search to build wealth through a healthy SMB buy.
We provide services in the following areas to our clients.
Financial Review
Regular financial reviews to asses and track your company’s financial health, identify areas of improvement, and uncover opportunities for growth.
Analysis concentrations on critical financial indicators to help you understand your financial position and make informed decisions.
Cash Flow Management
Utilize regular cash flow tracking tools to ensure your business maintains a healthy cash flow by optimizing inflows and outflows. Will provide strategies to improve liquidity, reduce financial stress, and enhance operational efficiency.
Budgeting & Forecasting
Precise budgeting and forecasting services to help you plan for the future with confidence. Will provide guidance to set realistic financial targets, anticipate challenges, and allocate resources effectively.
Goal Setting
Will help to define clear, actionable objectives aligned with your business vision. Will work with you to create strategic plans and track progress, ensuring you stay on the path to achieving success.
Pre-LOI Financial Vetting
Streamlined pre-LOI financial vetting services designed to provide business buyers with critical financial insights to help them make informed decisions as they move forward with their business acquisition goals.
Products & New Opportunities
The chase for new products and markets is integral to all businesses. If you don’t keep up with the latest trends in the marketplace, you run the risk of becoming irrelevant. Without a proper financial structure, you may not have the financial muscle to break into new spaces and approach a different market with newer solutions or products.
