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Business Advisory and Technology Services in St. Louis
We run a business too, so we understand the pressure that comes with growth. Lower mid-market companies, typically those with $2 million to $50 million in annual revenue, often hit a stage where the processes, people, and systems that got them here can’t carry them further, and there’s no in-house team to fix it. Our advisory services help you strengthen what sits behind your numbers, with strategic advice and practical solutions that build lasting growth.
Business Renovation: Elevate Your People, Processes, and Performance
Some of our most rewarding work comes from turnaround and renovation engagements, where we help businesses facing real challenges regain stability and momentum. Maybe your processes haven’t kept up with your growth, your team needs new skills, or you need to build an accounting function from scratch. If you’re ready for change and willing to take decisive action, we can help.
We apply our core principles to your specific situation, so you can focus on what you do best while we make sure your business is positioned for long-term success. Often, the first warning sign is cash. If the business is profitable on paper but always short at payroll, read Why Profitable Businesses Still Go Broke (and How to Stop It). For ongoing financial leadership after a turnaround, our fractional CFO services can keep things on track.
Transaction and Due Diligence Support
Acquisitions are one of the most common ways lower mid-market companies grow, and buying a business is one of the biggest financial decisions an owner makes. The time to review the numbers is before the letter of intent is signed, not six months after closing. We help buyers look closely at a target company’s financials so there are fewer surprises later. Learn what to watch for in Buying a Business? Avoid These Costly Due Diligence Mistakes. And because a deal can change your tax picture, our tax planning team can help you understand the implications before you close.
Accounting Software Selection and Implementation
Our team bridges the gap between technology and business strategy. We deliver scalable solutions tailored to your growth, whether you choose QuickBooks, our most widely used and successful platform, or a system built for more complex operations. We’ll work alongside your team to select, implement, and customize your accounting software and supporting applications so they fit the way you actually operate.
Our technology services include:
- Software recommendations and selection
- Implementation and setup
- File reconstructions and data imports
- Report analytics and customization
Once your system is running, our monthly accounting services can keep your books accurate and your reporting on schedule.
Senior-Level Advice for Growing Companies
Since 1998, we’ve worked with closely held businesses, nonprofit organizations, and venture-backed companies in St. Louis and across the country. Businesses this size need the depth of experienced advisors without the overhead of a large national firm. We take time to understand the industries we serve so our advice reflects the challenges you actually face. See the results in our case studies, then contact us to talk about where your business is headed.
