Advisors
Experienced advisors, on your side.
Our advisors read your numbers the way a buyer would, and help you fix what a buyer would flag, long before you ever talk to one.
What your advisor does
Knows your business
The same expert team stays with your business, so you never explain it from scratch.
Reads every board pack
Nothing Finn drafts reaches you without a person reading it first.
Reviews the big decisions
Hires, pricing, a big customer: an expert checks the answer and talks it through.
Meets with you every quarter
An hour to review what moved, decide what's next and adjust the plan.
Answers within two business days
Email any time between calls.
- 01Where your value moved this quarter, and why
- 02Finishing the Ridgeview handoff to your ops manager
- 03A plan to bring your top customer under 15%
- 04Next year's budget and the second-tech decision
Advisor note · Bring the Ridgeview numbers. That's where most of your value is this quarter.
When you need more
Hands-on help, at a fixed price.
Some fixes need someone to do the work with you: an owner transition, a pricing review, hiring a GM. Our advisors take them on as projects, quoted up front and never billed by the hour. Plan members get 20% off.