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A clear picture on where you are,
and a roadmap for what lies ahead. 

Strategize. 
Implement.
Build Value.

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ABOUT US

We provide privately held businesses with management consulting services to improve their strategies, execution, financial condition, and value.

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COFIA

Help privately held business owners discover the market value of their business and combine guidance with action to help them increase business value and salability.

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SERVICES

  • Outsourced CFO

  • Cash Flow Improvements

  • Analysis, Budgets, Forecasts

  • Strategic Planning

  • Business Valuations

  • Business Financing

  • KPI Dashboards

  • Client Surveys

  • Project Management

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