Get a financial guide and partner to help your business to succeed and grow

We help business owners generate more cash in their business. All for one flat monthly fee.

What we do

We Help you Get Unstuck & Grow Your Business

Running a small or medium sized business is difficult. Does any of these sound like you?

  • You don’t have a simple way to know what’s working – and what’s not working – in your business.
  • You don’t know the next steps to have a growing and more profitable business.
  • Your business relies too much on you. If you aren’t there it all falls apart. You work more in your business not on your business.
  • You’re in a Catch-22. You want to grow your business but need cash to do so; but you can’t get more cash without growing your business!
  • You know something isn’t right, you just don’t know what it is!

Our advisory services are designed for businesses generating at least 1 million dollars in annual revenue. We specifically help business owners pilot the complexities of mastering their business finances while concurrently helping them achieve their business and personal goals. We work with them to create a customized financial plan that aligns with their unique goals and aspirations.  

Regardless of if a business owner is looking to grow their company, sell their company, grow their company to a certain level to then sell, or just get out from underneath and buy their time back or retire, we can help anyone in that cycle.

HOw We Do it

Here is our process

We will talk through your personal and business goals and then set annual profit and cash flow targets.

We will evaluate the current state of your business by reviewing the key cash flow drivers for the business.

We will forecast where we anticipate you are headed based on your historical numbers and your future business plans.

Each month we'll provide a simple one-page "scoreboard" report that clearly shows you what is going right and wrong.

During our monthly call, we will review the simple one page “scorecard” and determine the most important next steps you need to take to hit your targets.

After our monthly meeting, You and your team execute on the plan. You will have us by your side to help you every step of the way.

Who we are

About us

Trent is a former Naval Officer and corporate Chief Financial Officer (CFO) of a high growth company. He holds a Master’s degree in Business Administration from the University of Louisiana and has diverse experience in finance, accounting, business operations and mergers and acquisitions. He profoundly understands the challenges and complexities of business and financial operations, maintaining positive cashflow, and growing businesses. 

Trent’s passion is empowering business owners to achieve their goals and realize their business’s full potential through financial advisory.

Trent is also an avid real estate and business investor, LSU and Saints fanatic, and weekend golfer living in the burbs outside New Orleans with his wife and six kiddos.

Who we are

About us

Trent is a former Naval Officer and corporate Chief Financial Officer (CFO) of a high growth company. He holds a Master’s degree in Business Administration from the University of Louisiana and has diverse experience in finance, accounting, business operations and mergers and acquisitions. He profoundly understands the challenges and complexities of business and financial operations, maintaining positive cashflow, and growing businesses. 

Trent’s passion is empowering business owners to achieve their goals and realize their business’s full potential through financial advisory.

Trent is also an avid real estate and business investor, LSU and Saints fanatic, and weekend golfer living in the burbs outside New Orleans with his wife and six kiddos.

Our Services

What we can do for you

CFO Advisory

CFO Advisory services is our specialty. We provide strategic financial guidance and insights at a higher level, helping shape the company’s future. We will take you through a monthly step-by-step process to get your business on the path to its goals. We are a strategic partner with help you succeed on this journey.

Exit Planning

We help business owners who are currently ready to sell their business or who are planning to sell their business in the next 18 months.

contact details

Our Contact

We know that each business has its own set of needs. Use the form below to tell us more about your business, needs, and concerns, and we will be in touch about advisory or exit services.



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