02 EXPERTISE
Four disciplines.One financial picture.
Tax planning, business advisory, strategic consulting, and hands-on CFO services—connected around the decisions that matter to your business.
EXPLORE THE WORK
The right mix depends on your business. These are areas for discussion; the services and deliverables for your engagement are agreed together.
01 THE DISCIPLINE
Tax planning
before the decision.
Bring tax considerations into the room before compensation, reinvestment, major purchases, or a change in business structure is finalized. The focus is proactive planning throughout the year, connected to the business case.
What the conversation can cover
- Year-round planning priorities and decision timing
- Entity and owner compensation considerations
- Coordination of tax planning with business goals
What should we understand before this decision becomes final?
02 THE DISCIPLINE
Advice that sees
the whole business.
Turn financial information into a clearer view of what is happening and why it matters. Mike works with owners to connect performance, priorities, and the choices ahead.
What the conversation can cover
- Financial performance and profitability conversations
- Owner priorities and practical decision support
- Connections between cash flow, costs, and growth
What are the numbers telling us about the business we are building?
03 THE DISCIPLINE
Give your next move
a considered plan.
Expansion, pricing, reinvestment, and business transitions bring options and tradeoffs. Consider the financial and operational implications before committing time, capital, or people.
What the conversation can cover
- Growth priorities and scenario conversations
- Pricing, costs, and profitability review
- Financial implications of a business transition
Which path fits the business, and what would it require?
04 THE DISCIPLINE
Financial leadership.
Close to the owner.
Mike’s hands-on CFO services bring cash flow, forecasts, and financial performance into an ongoing conversation with the owner. His experience includes working closely with large companies and established business owners.
What the conversation can cover
- Cash-flow planning and forecasting
- Budgets and management reporting
- Profitability and financial decision support
What do we need to see now to make a better decision next?
More than a service list.
A conversation about your business.
Tell Mike where your business stands, what’s changing, and where you want to go next.