We are a boutique financial consulting firm. While “boutique” is often associated with expensive, we like the part of the definition referring more to a sophisticated or specialized clientele. That very much defines our customer approach.
We understand that many business owners do not get into business ownership because they think they are great at business. It’s probably because they have an idea or skill set that makes them the best at what they do.
Large businesses have teams of people that spend every day analyzing their companies. Most small companies don’t have that luxury, though the importance is just as critical. We have worked with companies of all sizes as we believe that there is a solution to this problem for everyone.
We believe strongly in utilizing technology to drive efficiency, investing our resources (time, money, and other) where we get our best returns, and understanding our businesses so that we can maximize our opportunities.