curiosity

Our team's curiosity fuels our ability to unravel complex challenges. We approach each problem with an inquisitive mindset, asking critical questions and exploring different angles to identify root causes and craft tailored solutions that meet our clients' unique needs.

creativeness

We embrace innovation as the driving forces behind transformative solutions. By thinking outside the box, exploring new ideas, and leveraging emerging technologies, we develop innovative strategies that help our clients navigate challenges and seize opportunities.

continuous

We believe in the power of continuous improvement and strive for excellence in all that we do. Through ongoing learning, rigorous analysis, and a commitment to staying ahead of industry trends, we ensure that our services evolve and our clients benefit from cutting-edge practices.

collaborative

Teamwork is at the heart of our service. We actively engage with our clients, listening attentively to their objectives and concerns. By forging strong partnerships and working closely together, we co-create strategies that align with their goals, ensuring a partner-focused approach.

Phil Weaver, Managing Director

With nearly 20 years of experience, Phil has worked with companies of all types and sizes, ranging from small-business entrepreneurs to multi-billion dollar public corporations across a range of industries, including automotive, chemicals, manufacturing, healthcare, retail, consumer products, and real estate. A CFO and former strategy consultant, Phil has extensive interdisciplinary knowledge across finance, accounting, strategy, mergers & acquisitions, data, analytics, and operations to understand complex business problems and achieve results. A small-business entrepreneur himself, Phil has ownership in restaurants, consumer brands, retail services, and technology services companies.Some of Phil's past experiences include:
- Navigating a >45% revenue & cash inflow reduction turnaround effort at a healthcare provider due to legislative reform
- Improving profitability from -50% margins to break-even within 6 months at a specialty chemical manufacturing
- Automated business reporting reporting processes at a power service company, reducing monthly time effort from >40 hours to <5 minutesPhil has an MBA from the University of Michigan's Ross School of Business, where he focused on strategy & finance, and a BA in both mathematics and economics from Kalamazoo College. In addition, he was formerly licensed CPA in the state of Michigan.To learn more about Phil, visit his LinkedIn page by clicking the image on the right.

cfo finance &
accounting services

Our virtual CFO service is for small business owners that may not have the resources for full-time support. We can help with bookkeeping, budgeting, cash flow projections, capital requirements, financing requirements, and other financial planning activities.

strategic & operations
consulting

We can perform a full analysis of your business, offering expert guidance and insights on growth opportunities, market dynamics and competitiveness, internal capability assessments, and areas to focus for improvement.

mergers & acquisition
advisory

As an owner, you are focused on operating your business and may not know what to expect in a transaction. Whether you're planning a potential exit or looking to grow your portfolio, we can offer advice on how to prepare and go-to-market, anticipated valuation ranges, and deal negotiation.

business process
improvement

Every business has inefficient activities and procedures. If you hear yourself saying "There has to be a better way!", then we can help find an innovative solution to automate manual processes and reports to eliminate inefficiencies, allowing your teams to focus on key drivers of success.

financial
education

Financial education is essential for empowering individuals and businesses to make informed decisions. If you are struggling to understand the financial situation you're currently in, we're here to help clear the confusion and build a foundation for the future.