"An organization's ability to learn, and translate that learning into action rapidly, is the ultimate competitive advantage."
-Jack Welch
 
"Be a yardstick of quality. Some people aren't used to an environment where excellence is expected."
-Steve Jobs
 
"If you don't have time to do it right, when will you have time to do it over."
-John Wooden
 

A WELL-OILED MACHINE

We believe every business has the ability to run like a well-oiled machine: A balanced team consistently executing repeatable business processes for an exceptional customer experience.  We help you to create a roadmap and then roll up our sleeves to implement the solution.  More than just an exercise in accounting and finance, we will perform a thorough assessment of the entire organization to identify and address strengths and weaknesses.

UNLOCKING HIDDEN VALUE

Whenever change occurs in a business, there is an opportunity to unlock additional business value.  Whether it is orchestrating a turnaround, preparing for a business exit, integrating an acquisition or simply improving operations, our team has the experience to deliver.  By leveraging our functional expertise, we concentrate on the tactical implementation that will determine success.

A TEAM FOR BUSINESS PERFORMANCE

At Verge Advisors, we have built a unique service model based on:

Real-World Experience: In addition to acting as the CFO for dozens of businesses, each member of our team has started and operated their own business.  The cumulative knowledge from these experiences enables us to provide better and more informed counsel to you.

Big Firm Skills: With backgrounds in audit, forensics, IT and tax from preeminent national and regional CPA firms, we apply best practices in financial oversight, compliance, data integrity and internal controls.

Proven Network: Through our continued work on common business issues, we have built an extensive network of service providers and connections.  These trusted relationships can help in many aspects of growth and we are more than willing to connect the dots.

Fixed Price: Our services are fixed-price, offering you expertise at a fraction of the cost of a full-time CFO.  Please call or email us whenever you need us, the meter is not running.

Find out more about our STRATEGIC CFO solutions.