“I know we make money, but I don’t know how much?”
“I want to sell my business one day but where do I start?”
“I haven’t had a vacation in years!”
Our firm was founded with one goal: to empower our clients to reach—and exceed—their growth and financial objectives.
That’s easy to say, but much harder to deliver. A well-run business doesn’t happen by accident; it takes intentional financial and administrative processes that support a driven owner and management team.
We’re excited every day to help our clients get closer to their goals—whether that means scaling their business, preparing for a sale, or moving on to their next chapter. Our small but skilled team brings professional expertise across accounting, insurance, and financial analysis.
An optimized business awaits. Don’t waste another day..
From The Founder
As a child, I dreamed of being an inventor—my best idea was a slice of American cheese big enough to perfectly cover a piece of bread. (Still waiting on that billion-dollar payday.)
That creative drive has always been with me, and today I have the privilege not only of continuing my own entrepreneurial journey but also of helping others on theirs. Like many business owners, I’ve discovered areas where I excel and others where I benefit from support.
After a life-changing exit at age 40 from the first company I founded, I now take immense pleasure helping other entrepreneurs who envision their eventual exit too. Whether your goal is to grow profitability, free up your time, or build multi-generational value, I created the CFO360 platform to help you reach—and exceed—those ambitions.
My hope is to partner with each of you so that one day, you too can enjoy the rewards of a company fully realized. -Ben
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