Formula Advisors

We provide outsourced CFO, Accounting, and Management Consulting to help you reach the next level with your business. You know where you want your company to go, but is the road ahead clearly visible? Do you know what your company is worth and how to increase value? Do you know which levers you can pull in real-time to drive profitability? Do you know how to take your business and financial acumen to the next level? Every entrepreneur wants to operate with clarity and confidence, but it's never easy. Here's the problem. You're driving 180mph, focused on your clients and growing your business, but using your rearview mirror and gauges to drive, rather than looking out the windshield! Almost every entrepreneur we partner with has historically- Struggled to accurately forecast revenue, forcing a reactive approach - Found it difficult to know where to focus for the most impact - Lacked control over real-time decisions and actions This is why solving it is hard. You're an expert at what you do and generating business, with years of education and experience. but if you're like most entrepreneurs, you were never trained on how to successfully operate with a financial perspective. So, you focus on what you can see - historical accounting data. Maybe you felt you were too small to invest time in strategy & planning when there was so much work to be done. And did anybody hand you the playbook for how to build a company using a holistic operational framework focused on measuring what matters? And that's where we come in! As successful entrepreneurs who have grown and sold numerous companies over the past 2 decades, we know what it takes to build value, attract a buyer, and negotiate a successful exit. Any investor or buyer will be looking at your company through the same, industry-standard financial lens. By taking that lens and applying it to how you operate today, we'll help give you the clarity to reach the future!