Services overview

What we do?

Strategic Insight and Hands-On Support to Empower Founders

We partner with startup and small business founders from the earliest idea stage through scaling to around $3M in annual revenue. Acting as both business coaches and consultants, we offer strategic guidance while stepping in hands-on when needed. This balanced approach makes us more effective than traditional coaches and more cost-efficient than most consultants—our mission is to empower, not just execute.

Our clients are visionary entrepreneurs who excel at product, strategy, and customer focus. We complement their strengths with structured business guidance, enabling smarter, data-driven decisions and sustainable growth.

$3.4M
in annual revenue
$500K+
in funding
30%
optimize operations to cut costs
>200%
increase revenue
Why choose us

Customized Services for Every Stage of Your Business

The Idea

Pre-Revenue

<$150K Annual Revenue

Services

We Offer a Full Scale of Services to Meet your Needs

Annuities
Buy Term & Invest the Difference
Estate Planning
IRAs and 401(k)s
Mutual Funds
Legacy Mapping

Unique Service Combinations Lead to Faster, Better Results

Success story
Salesforce Integration Generates H&N Success in Healthcare
1.6x

net synergies realized above the initial target in the first year.

Why us?

You’ll Know What

You’re Getting Builds Wealth Steps to Take Next
We are Transparent Like that. No Gimmicks.