Build Your CFO

When It’s Time to Make a Major Decision, You Deserve a Trusted Advisor - Not a Salesperson.

Build Your CFO offers Concierge-Level Strategic CFO Guidance that is modular and cross-functional so you can use what you need … when you need it, while maintaining relationships with existing trusted advisors. We support you in your most important strategic transactions, such as accessing capital, optimizing real estate, enhancing cash flow and ultimately preparing to sell your business.

Neon sign with a bar chart and upward arrow, and text that reads 'Build Your CFO'.

What is our role?

We help doctors and business owners make more informed decisions across several key strategic areas, which is designed to supplement the advise you already receive from your trusted advisors. We offer modular solutions, which means that you can use what you need as you need it.

We typically help doctors and business owners navigate through questions like these:

  • Should I buy my building or continue to lease?

  • Is now the right time to expand my practice or business?

  • How should I fund my expansion without giving up ownership or control?

  • What can I do to prepare for a sale to maximize valuation?

  • How can I maintain my level of service and care while enhancing cash flow?

  • Who can help me coordinate all these aspects without being siloed?

Many professionals in your circle may have a deep but narrow focus. We look at all of it - with you and for you - to help you make clear, confident decisions.

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Who We Work With

  • A painting of a doctor with a stethoscope around his neck, reading a document, with a sign behind him that reads 'RISK MANAGEMENT'.

    Doctors

    We work with doctors, healthcare professionals and medical office owners.

  • Strategic CFO & Capital Advisory for Industrial Businesses HVAC Manufacturing Laboratories

    Business Owners

    We work with business owners, with a focus on healthcare adjacent industries such as Technology and Industrial.

  • A doctor and two men in suits having a friendly conversation at a medical office with a sign that says 'BANK' in the background.

    Lenders, CPAs and Referral Partners

    We vet and maintain a network of preferred referral partners for the benefit of our clients.

Why Clients May Choose to Work with Us

  • A doctor in a white coat with a stethoscope around his neck is speaking to a man in a dark blazer, who is listening attentively, in a medical office setting.

    Concierge Approach

    Our modular and cross-functional approach provides you with a comprehensive resource to support you across your most important strategic transactions.

  • Doctor Medical Office Sale Leaseback Private Equity SBA Loans

    Cross-Functional Insight

    Our knowledge and experience across financial analysis, accessing capital, optimizing real estate, preparing a business for a sale and maximizing business value ensures you are getting comprehensive guidance.

  • Vetted Referral Network SBA Lenders Banks CPAs Lawyers Attorneys Architect

    Trusted Network Access

    Our network of advisors allows us to connect you with lenders, CPAs, attorneys and brokers that have services and specialties relevant to your tailored needs.

  • The Future of Healthcare Medicine AI Robotics Gene Therapy

    Future and Innovation Focused

    Our focus on analyzing and studying the implications of powerful trends can provide unique insights such as how AI, robotics and remote procedures may impact the future of healthcare businesses and real estate.

Schedule a Call

Our modular solutions for your growing business.

  • Scenic view of a lake surrounded by rolling hills and mountains under a cloudy sky.

    Second Opinion Business Review

    We work with business owners to understand their business. We review financials and build financial models to inform decision making. We review of operating and real estate assets. We offer advisory to enhance cash flow and optimize business assets.

  • Fractional CFO Solutions SBA Loans Commercial Real Estate Business Brokerage

    Fractional CFO Solutions

    We recommend this level of service for business owners who would like support with strategic transactions such as capital raising, SBA loans, acquiring other businesses, considering real estate sale-leasebacks or expansions, succession planning or business exits.

  • Chief of Staff Trusted Advisor

    Chief of Staff Solutions

    This high-touch, customizable level of service is designed for business owners that need additional support beyond strategic transactions. This level of service is perfect for business owners that want regular engagement on business decisions, priorities and goals.