Strategic Consulting

CFO-level financial strategy that integrates with your operations, values, and mission. Because money variables only matter when they connect to the real drivers of your business.

Impact First. Profit Second.

Our finance division engineering serves those two priorities in exactly that order.

Most financial consultants treat money as if it exists in a vacuum. Revenue projections, cash flow models, and budget forecasts that ignore the human and operational realities of how your business actually works.

We do the opposite. We tie every money variable to the non-money variables that actually drive your success.

Our Differentiator

While other consultants optimize for maximum profit extraction, we optimize for sustainable impact that generates lasting financial returns. We measure success by the positive change you create, then build financial systems around that mission.

We’re not here to help you squeeze every dollar out of your business – we’re here to help you Live Life Giving by building Life Giving Businesses that last.

What We Cover

Strategic Finance

Financial Planning & Analysis (FP&A)
CFO-level strategic guidance
Capital allocation decisions
Investment strategy development
M&A strategy (start, buy, and sell businesses)
Growth scenario modeling

Long-term financial strategy that supports your mission and values while driving sustainable growth.

Systemic Integration

People performance metrics
Operational KPI development
Process efficiency analysis
Resource allocation optimization
Decision-making framework design

Connecting your financial strategy to the operational levers that actually drive results.

Money + Integration = Strategy

The magic happens when financial strategy integrates seamlessly with how your business actually works. We don’t just forecast revenue – we help you understand which changes across sales, marketing, people, and operations will drive that revenue.

Integration in Action

Traditional Approach

“We need to increase revenue by 25% next year. Here’s your financial forecast.”


No roadmap for how to actually achieve it. No consideration of operational capacity or value creation.

Modus Approach

“To hit 25% growth, we need to consistently deliver more value. Here are your options: improve client retention by 15%, increase average project value by 8%, or add a new revenue stream. Here’s what each costs and which operational changes will get you there.”

Client Success Stories

Integrative Healing Center

“Without you I would have shut the doors multiple times in the last year. And now we’re going to make it!”
120%
Reduction in Debt/Equity Ratio
16%
EBITDA Increase
$4,000
Monthly Owner Pay Increase

Full Service Marketing Agency

“We thought $1M annual EBITDA was near impossible in a five year time frame, I honestly can’t believe we got there in less than three (years)”

35%+
Annual EBITDA
5+
Cold Inquiries to be Acquired
3+
Full Vacation Weeks per year per owner

Ready to Transform Your Business?

We’re selective about who we work with, and we’re guessing you are too. Let’s see if we’re a mutual fit.