Our Story

We are passionate about helping businesses optimize their systems and empower their people to bring about maximal profitability.

We believe that purpose only exists in the context of profit.

Our team has more than 100 years of experience providing fractional CFO/COO and CHRO services around the world with a focus on sustainability and best practices.

Leadership

Susan Tal Herman, Strategic CFO, MBA

M&A Advisory / Global Finance Executive

INSEAD

Ben-Gurion University of the Negev

MIT Sloan School of Management

Viv Babber, MD

Physician Executive

Healthcare Consultant

Certified in Lean Six Sigma – Black belt
Fellowship trained – University of Illinois, Chicago

Amy Sulgrove, Strategic HR, Executive Talent

M&A Advisory

Global HR Executive

Recruiting Leader

Banking and Finance

University of Arizona

Ray Estep, CPA, MBA
Growth CFO, M&A, SaaS, AI, Liquidity, Advisor, Board Member, CEO Partner, PE, Venture, CVC

Jeannie Lewis, Fractional CXO, CFO, COO, JD, MBA

Net Profit Optimization Advisory

Global Business Growth, International Product Adaptation Strategy and ERP Change Management

Claremont Graduate School,  University of Oklahoma, College of Law, University of Regina

Continuing ed in AI at MIT and Healthcare and Society at Harvard

Our Approach

We take a client by client, long-term relationship approach, in five steps:

  1. Learn our client’s and their stakeholders needs for a custom solution.
  2. Analyze the situation, including financial history and goals.
  3. Develop a plan for growth based on custom needs of client including building upon their system for analyzing net profit, benchmarking and valuation monitoring and measuring for continuous incremental improvement.
  4. Implement the plan.
  5. Measure and monitor our work to continuously improve.

We support your vision, goals and mission.

Your success is our success and that shows in our work from our culture building, employee performance resources that increase your ROI on engagement, to our profit reporting and processes including valuation, benchmarking, activity-based cost accounting around your priorities, and more.

Ask for a complimentary profitability assessment today. It will take less than ten minutes.

Schedule your free consultation here, or call us at ‪(469) 708-8319‬.

If you would like a complimentary engagement audit in any one area or in all of your areas, please contact us at [email protected] or 469-708-8319.