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Transition Planning

Business transition planning helps owners prepare for ownership or leadership changes, like retirement or M&A


Create a financial roadmap by month for the next 12 months of your business operations

Cash Flow Planning

Create a plan to manage cash flow while sustainably growing your business

Financial Projections

Forecast the next 3 years of your business’s financials, including P&L and cash flow

Monthly Financial Review

Understand the story of your business, what is going well, and what needs improvement

Pricing Analysis

Evaluate pricing strategy and find areas of improvement in pricing and margin


At FinTeam, we’re fractional CFOs, but we think of ourselves more as CFOOs (Cash Flow Obsessed Officers). Our services and objectives are all centered on helping your firm generate, manage, and increase cash flow prudently.  

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  • Working with Drake has been an awesome time - I don't know if there's anyone his age who has impressed me with his level of professionality, intelligence, humor and servant heartedness like he has. Truly a wonderful fella - if anyone needs a fractional CFO I highly recommend Drake and FinTeam Business Consulting.
    Sam BellMarketing Manager at Integrated Technology Group
  • Drake is genuinely enthusiastic about my business. You can see it in his actions and words – he's genuinely rooting for my success. He's not just about the numbers; he's made some great introductions and keeps me informed about things that could affect the business.
    Kim Cruickshanks - Cooking Gift Set Co.
  • Drake is proof-positive that youth and enthusiasm does on occasion co-exist with wisdom! I love that he simplifies financial complexities for our whole team so that we can get everyone rowing in the same direction!
    Paul Meadows - Integrated Technology Group


Dive deeper into our world with our podcast and blog. Whether you’re a fan of auditory journeys or love to curl up with a good read, we’ve got you covered. Tune in to our podcast for insightful discussions, or check out our blog for engaging articles. Let the exploration begin!

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    • Cash Flow
    • Forecasting
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    The Business of Budgeting

    In today’s competitive business landscape, effective financial management is paramount; a well-constructed budget serves as the cornerstone of this strategy, providing a roadmap for resource allocation and ensuring financial stability. While traditional top-down budgeting, which starts with a desired profit margin and allocates funds accordingly, is appropriate in some organizations and situations, it often lacks granularity, especially for […]

    Beyond the Handshake: The Secrets Revealed by Due Diligence

    Imagine shaking hands on a seemingly perfect business deal, only to discover hidden problems later that unravel the entire agreement. This is a scenario that is all too common. According to Forbes, half of deals fall apart during due diligence. Due diligence, a meticulous investigation process, acts as the antidote to such pitfalls. It goes […]

    Cutting Expenses

    There are two ways to increase profitability: generating more revenue or reducing expenses. Here are the first three places we look when we try to reduce and optimize business spending: 1. Advertising and Marketing Expenses         This can be a black hole of spending with no guarantee of returns. Social media ads, outsourced calling centers, workshops, […]

    I Want to Sell My Business… Now What Do I Do?

    1. Soul Searching: Are You Sure You Want to Sell? The decision to sell your business is a daunting task that is both exciting and nerve racking. After years of hard work and dedication, you’ve built something incredibly valuable, and letting go can be a complex emotional journey. But before diving into the sale process, […]

    Beyond the Asking Price: Unveiling the Secrets of Business Valuation

    What is a Business Valuation?  Business valuation is the process of determining the fair market value of a company. It takes your financials and estimates what a buyer would pay to a seller in an arm’s length transaction. It goes beyond the book value of assets and considers a company’s future earning potential, its competitive […]

    The Timing of Selling Your Business: From a CFOs Perspective

    Selling a business that you have poured your blood, sweat, and tears into is an emotional and stressful event. Expert guidance is a vital component to a successful exit, but what about maximizing value? Business brokers are fantastic at managing the actual process, but there is only so much they can do after you engage […]

    Small Business Launch Guide

    This is a general guide for the first steps a business owner should take when first starting their business, specifically for solopreneurs and first-time business owners. The exact steps will depend on the business, legal structure, and owner preferences. We have found the following to be the most efficient / effective when getting set up. By […]