Business Valuations, Outsourced Accounting & Fractional CFO Services
Honest, accurate, thorough, trustworthy;
our clients can tell you why…
Business Valuation Services
We de-mystify the business appraisal process.
Every business reaches critical junctures where they need to defend a business valuation. These include adding new investors, mergers and acquisitions, stock options, determining partner equity, employee stock ownership programs, wealth and tax planning, and of course, sale of the business.
Outsourced Accounting & Financial Services
Essential to sustainable and scalable growth
Sound accounting strategies and processes are essential to sustainable and scalable growth. For many companies an experienced, full-time CFO or full-time accounting department is a luxury they can’t afford but experienced, strategic financial advice is a necessity they can’t do without. Fractional CFO outsourcing is the solution. You get CFO expertise without taking on a full-time CFO salary.
Business Success Stories
Sarah Tetlow, Firm Focus
As the COVID-19 crisis continues to impact small businesses in the Towne Advisory circle, we take a look at another business that’s found a way to thrive during these tough times. Sarah Tetlow is the founder of Firm Focus, a company designed to help business...
Orion Stang, Dilecta Wines
In this week’s small business success story, we check out a business that practically ground to a halt during the shelter in place. Business at Dilecta Wines in Paso Robles, Calif. froze in March when Governor Gavin Newsom issued the stay at home order. The tasting...
Regina Unegovsky, Regal Tax & Law
In this week’s small business focus, we’re talking to someone who was perfectly positioned to help small businesses when the shutdown happened. Regina Unegovsky is the founding attorney of Regal Tax & Law. They're tax controversy specialists that help businesses...
Schiller Learning
This week, we’re featuring a business in the Towne Advisory circle that was called to the forefront when the COVID-19 crisis struck. ShillerLearning is a company that offers Montessori homeschooling curriculum for kids ages 3 to 13. Whether it’s math or language...
Securieon Group
A few months ago, we started looking at small businesses within the Towne Advisory circle that are doing great things to help their businesses survive during this COVID-19 crisis. Recently, we talked to Tony Quintong, the owner of Securieon Group. Securieon is a...
Security & Cabling Solutions
This week we’re highlighting business owner James Basurto, President of Security & Cabling Solutions, better known as SCS. For more than a decade, James’s company has served the Silicon Valley by putting the customer first. It is that customer care that has...
Amber Setter, Professional Coach
Real Life = Work Life + Mom Life In this week’s small business success story, we highlight Executive Leadership Coach and sole proprietor Amber Setter. Amber is a Professional Certified Coach (PCC) who works with executives and other professionals to help them...
Killroy Pest Control
Lately, we’ve been focusing on small businesses that have figured out how to navigate these unprecedented times. We talked to Elizabeth at Sift+Pour Bakery who created a social distancing survival kit to help bring in a new stream of revenue and Frank and Peggy...
Wine and Liquor Mart
During times like these, it’s always interesting to see what new and innovative ways small businesses are working to reach out to old and new customers alike. About a week ago, we highlighted the Sift+Pour Bakery in Dallas, Texas. This week, we want to take a look at...
Our Clients
