Does your business have a
Financial Navigation System?

Most people like you started their business to follow their passion, achieve financial independence, or make an impact. What we have found from working with dozens of clients across a variety of industries is that most businesses lack a framework to measure and manage their progress towards achieving long-term financial goals. They have a need for support and would benefit from a strategic financial partner providing real-time data to drive their critical business decisions.


For Business Management

Knowing your business means knowing your numbers. Creating and using data-driven systems will ensure each decision has a purpose. And creating sustainable processes will keep the business running smoothly. 

For Business Growth

Creating value is the most important thing you can do for your business. Whether you are seeking to raise capital or sell your business, its value will be a major factor in reaching your financial goal.

For Investors

Acquiring an existing, standalone business or merging a business with yours can be exciting and present opportunities. It can also be risky. An experienced financial team leading the process will ensure a smooth transition.

For Entrepreneurs

Understanding your why sets the course for everything you do. Proper planning for the how enables steady movement towards your goals. Knowing how each decision influences the next keeps you on the track to success.

Principled, focused , decisive



Purpose Driven Entrepreneurs

Energy and Renewables



Risk Management Professionals

Cyber Security


Mental Health / Social Impact


Points North

CFO Services for Small Business: Is It Worth It?

CFO Services for Small Business: Is It Worth It?

As your business grows, you might find yourself struggling to keep up with the financial challenges that come with expansion. You're not alone – many business owners face this hurdle as they try to navigate the complexities of their evolving financial landscape. A...

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The End of the Endless Growth Paradigm

The End of the Endless Growth Paradigm

The endless growth paradigm has been a fixture of modern financial and economic philosophy. Up and to the right being the only acceptable direction for the projections to be headed when the financial projections are presented to the board. Nevertheless, the long...

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