Your client's plan needs numbers under it.
Attorneys, wealth advisors, insurance brokers, business brokers, EOS implementers and consultants: your advice assumes a finance function that can carry it. When the client's books can't, we're who you send them to.
Attorneys
An estate plan with entities nobody consolidates.
Entity-level books on one calendar, intercompany documented, a family balance sheet that matches the plan. Organized records for a sale, a dispute or a transition.
Wealth advisors
A client whose business is the biggest asset and the least measured.
Distributable cash by entity, a distribution policy, and a personal financial statement that is current. We account for investments; we don't manage them.
Business brokers
A seller whose books a buyer will discount.
A normalized P&L with every add-back documented, working capital measured monthly, and a data room that answers questions before they're asked.
Insurance brokers
A renewal nobody on the client's side reviews.
We watch recurring expenses, including premiums, and bring the questions to you instead of to a competitor. Payroll and revenue figures for the audit come from reconciled books.
EOS implementers and consultants
A scorecard with numbers nobody trusts.
A close within 15 days, measurables defined once and calculated the same way every month, and a forecast for the one-year plan and the three-year picture.
SBA and equipment lenders
A borrower whose paperwork stalls the deal.
Loan packages, projections and books that tie to the returns. The banker page has the detail.
We don't sell your product. No insurance, no investments, no legal advice, no software. When the question is yours, we send it to you.
We refer back. Our clients ask us who to call. We keep a short list, and the people on it are the ones who send us clients and take care of them.
We tell the client the truth. If the plan doesn't work on the numbers, the client hears it from us before it costs them, and you hear it too.
Introduce a client
Chris reaches out to you first, then your client, within one business day.
Prefer to talk?
630-643-5600Or invite Chris to your team's next meeting. He does short sessions for commercial and SBA teams on what makes a borrower easy to underwrite.
Prefer email? Copy this introduction.
Chris, I'd like to introduce you to [client name] at [company]. Their financials need some work before we can move on [the request], and I thought you'd be the right person to help. [Client], Chris Greco runs CFO Anywhere in Naperville; his team prepares loan packages and cleans up books for borrowers we work with. Chris: 630-643-5600.