OUR SERVICES

It pays to have solid financial advice and the right wealth management team in your corner. CFO Acquisition and Consulting of Spring Lake has licensed financial planners and wealth managers that are ready to help harmonize your finances and help you create an investment plan that meets all your long-term goals.

Business mentoring

Frank, honest, and deep discussion with business owners or management about the business.  One-on -one or in group.  this is where the mentor and business owner/management ferret out issues and approaches.  Figure out what makes sense.    

Business PLANNING

Whether for bank purposes or internal purposes, we can help you put together a road map for the business with including P&L, EBTDA, Balance Sheet, and Cash Flow.  this is not a CPA plan, it is real life numbers based on real life companies.  You'll have numbers to reach and actions to take.

DEBT MANAGEMENT

Getting your finances in order and clearing your debt often takes a little assistance. Our certified financial consultants work with you to assess your expenses and find a management strategy that suits you. Ultimately, we want you on solid financial ground.

Profit-up

Having a roadmap, with action items and target areas will help you PROFIT-UP.   It includes a financial plan, follow up and tracking, action plans with time lines and impact.  retirement includes a financial plan.