Strategic advisory and operational expertise for growing businesses - without the full-time cost. We partner with entrepreneurs to maximize enterprise value through focused planning, efficient execution, and professional support.
From strategic planning to transaction execution, we offer complete financial and operational guidance for growing businesses. Our three core service areas can be engaged separately or combined to address your specific needs and goals at every stage of your company's journey.
Transform your business with fractional CFO-level expertise focused on long-term value creation and short-term execution. We keep one eye five years down the road and one eye five inches in front of your face -ensuring daily actions align with your strategic goals.
Prepare your business to be both valuable and transactable. We create accurate financial analysis packages & pupulate data rooms that position your company to maximize valuation while minimizing transaction time and due diligence risks.
Supplement strategic guidance with the operational infrastructure you need. We provide access to experienced finance, accounting, and HR professionals - plus connections to best-in-class software providers, attorneys, bankers, and service partners.
From solo practitioners to multi-location practices, we understand the unique challenges of behavioral healthcare. We help therapy practices scale operations systematically, optimize billing cycles, manage payor relationships, and prepare for possible financing or equity transactions.
High net worth families and PE firms require sophisticated financial oversight and reporting. We manage investment performance tracking, tax strategy coordination, and portfolio company support that meets the standards of discerning investors.
Property management companies, condominium associations, and HOAs operate in complex financial and regulatory environments. We help real estate service organizations improve budgeting and reserve planning, strengthen financial controls, streamline reporting, and navigate compliance requirements.
Law firms, CPAs, and consulting groups face distinct financial management needs. We provide strategic guidance on partnership structures, compensation models, client profitability analysis, and practice valuation - helping professional firms grow sustainably while maintaining quality service for their clients.
Service-based businesses from staffing firms to marketing agencies share common challenges: managing variable costs, scaling efficiently, and building predictable revenue models. We help business service companies create the financial infrastructure and strategic roadmaps that support sustainable growth and attractive valuations.
We understand the challenges facing entrepreneurs and business owners because we've lived them. Our approach combines strategic vision with hands-on execution, delivering the expertise of a professional CFO at a price point that makes sense for growing companies. Here's what sets us apart from typical business advisors, consultants, and bookkeepers.
We're not bookkeepers with a self-assigned CFO title. Our team has served as public company and private equity CFOs, raised institutional capital, and executed successful M&A transactions.
You get senior-level attention without the corporate bureaucracy. We're big enough to deliver results, yet small enough to care about your specific needs.
Our clients consistently experience double and triple figure revenue growth, with many seeing 30% increases in the first twelve months alone. Beyond top-line growth, we focus on margin optimization, operational efficiency, and sustainable profitability.
We build sustainable operating infrastructure, from analysys and reporting to HR platforms and banking relationships that continue to deliver value long after our engagement.
Schedule a confidential consultation to discuss your goals and discover how Solomon Advisory can help you achieve them faster.
Aaron Solomon
Strategic Chief Financial Officer