Frequently asked questions.

Start with Business Valuation when you need to know what the company is worth. Fractional CFO services help put you on the path to reach your financial goals. Private Coaching helps you work toward a target value, while Business Brokerage is for owners preparing to explore or complete a sale.

No. Many owners start with setting the target to know what the finish line is and when. It takes a long time to move the needle so it is best to start now.

Yes, Gary can work alongside an owner’s existing advisors and management team, including your current CFO, to communicate the analysis and next steps clearly.

Schedule a FREE conversation with Gary to discuss where the business stands, what you are trying to accomplish, and which service best fits that goal.

No. A valuation helps you know your starting point and helps identify opportunities to find cash now and build for more value later.

Gary considers the income, asset, and market approaches as appropriate for the company and the purpose of the engagement. The analysis also considers how a buyer or seller may view the business.

No. Business valuation engagements are available nationwide.

A fractional CFO provides senior financial leadership on a part-time or flexible basis. It gives a business access to experienced CFO guidance without adding a full-time executive position.

A fractional CFO helps the business owner maximize value, safeguard assets, and provide accurate and timely information.

Not necessarily. Gary can work with your bookkeeper, controller, CPA, and other advisors, helping the team improve the information delivered to management and turn it into action.

Every business needs a CFO, whether full time or part time. Think of a CFO as a rudder on a ship. A CFO helps you set the course and stay on course.

Group coaching addresses challenges shared by many owners. Private Coaching is built around your company, your priorities, and the matters you may prefer to discuss confidentially.

No. Coaching can help you strengthen the business, work through a specific challenge, build toward a future target value, or prepare for an eventual exit—even when that exit is years away.

Fractional CFO work centers on financial leadership, reporting, controls, planning, and value creation. Private Coaching focuses more broadly on the owner’s goals, priorities, decisions, and accountability. Gary can help determine which type of support fits your needs.

No. A valuation estimates what the business is worth at a point in time. Coaching helps you decide where you want to go and work through the priorities that can move the business toward that goal.

No. The course is self-paced and includes its own online content, exercises, and templates. Private Coaching is a separate one-to-one service; live calls and the book are not included.

Start with a private conversation about where the business stands, what you are trying to accomplish, and where outside perspective or accountability would help most.

Knowing your company’s value is not a guessing game and involves more than merely rules of thumb or picking a multiple of EBITDA. It helps you know your true value as well as ways to increase it.

A strategic buyer may see additional value in the company’s customers, market position, capabilities, team, or fit with another business. A financial buyer typically focuses more heavily on earnings, cash flow, risk, and investment return.

That is a good reason to begin planning. Gary can help you consider your goals, understand the business’s readiness, and identify work that may strengthen the company before a sale.

Time varies by company, market economy, location, earnings, and due diligence. An estimated time frame is 12-18 months.

No. Build for Sale! is most useful before a sale becomes urgent. The Process helps you build a stronger company now while preserving more options for the future.

No. In fact, Build for Sale! was developed for the 99% of businesses with less than $10 million in revenue.

The self-paced course includes 15 videos of about 20 minutes each, with several exercises and templates to use. You also get lifetime access to all content. There are no monthly subscription or monthly fees. Private coaching and the Build for Sale! book are not included.

Choose the self-paced course if you prefer online content, practical exercises, and templates. Choose the separately sold book if you prefer reading and working through the Process independently.

No. Build for Sale! teaches the value-building Process. A formal business valuation is a separate professional service that estimates what your business is currently worth.

Yes. Private Coaching is a separate one-to-one service for owners who want individualized guidance, privacy, and accountability. It is not included with the course purchase.