Strategic Growth Consulting & Fractional CFO Services
Helping Service-Based Business Owners Build Profitable, Scalable, Legacy-Ready Companies
Have You and Your Business Outgrown Business as Usual?
You’ve built a successful 7-figure service business, and yet lately, you're feeling the pressure:
Cash flow that feels unpredictable
Operations (and a team) that depend too much on you
A business that’s profitable—still it feels like something's off
Here’s the thing:
You’re exceptional at serving your clients. Unfortunately scaling—and eventually exiting—requires more than hustle. It takes a clear strategy, solid systems, and an experienced advisor to guide the way (and help hold your team accountable).
That’s where I come in.
How We Help You Scale and Succeed
At Quantum Scaling, I help marketing agencies, IT consulting firms, and other service-based businesses:
Regain control over your numbers and cash flow
Build systems that free you up from the daily grind
Increase profitability and business value
Create a step-by-step exit or succession plan
Bottom line:
More clarity. More profits. More freedom.
Our Core Services
Here’s how we can work together to build your next level
Fractional CFO Solutions
Gain Financial Clarity and Confidence
When you can’t see the full picture of your business finances, you make decisions in the dark—and that costs you time, money, and peace of mind.
What You Get: Strategic cash flow forecasting to eliminate uncertainty
Profitability assessments that uncover hidden opportunities
Financial dashboards that turn complex data into clear, confident decisions
Monthly or quarterly CFO reviews—so you always know where you stand
Results You Can Expect:
Less financial stress. More informed decisions. A stronger, more resilient business.
Strategic Growth Consulting
Scale with Purpose, Not Just Pressure and Overwhelm
You didn’t build your company to get stuck in endless fire drills. Sustainable growth requires clear goals, documented processes, and smart metrics.
Together, we will: Set growth targets aligned with your revenue and profitability goals, but more importantly your endgame
Develop documented standard operating procedures (SOPs) your team can follow
Identify and track key performance indicators (KPIs) so you always know what’s working
Define team roles so your business doesn’t depend on you 24/7
Outcome:
More consistency, more capacity, and more time for what matters most.
How Ready Are You For Business Growth & Scaling?
FIND OUT BY TAKING OUR GROWTH PLANNING INDEX™ SURVEY NOW!
TAKE OUR 10 MINUTE READINESS SURVEY NOW.
Business Exit Planning & Legacy Advisory
Prepare for a Profitable Exit—On Your Terms
Whether you plan to sell your business in 2 years or 10, the best time to start preparing is now. The right exit strategy protects your investment, your team, and your legacy.
Unlike selling your home, exiting your business takes time and there may be more options available to you than you think,
Like selling your home, however, exiting your business is just as much an emotional process as well as a transactional process, but it IS a process - somewhat a journey...not an overnight event.
What We’ll Do: Assess your business valuation and identify gaps to close
Optimize profitability and systems to increase value
Prepare your operations and team for transition
Guide you through exit strategies, deal structures, and negotiations
Outcome:
A confident transition that honors your years of hard work and rewards you financially and personally.
EVALUATE YOUR READINESS FOR A BUSINESS TRANSITION BY TAKING OUR CUSTOMIZED BERI™ SURVEY
TAKE OUR 10 MINUTE READINESS SURVEY NOW.
Who This Is For
This is for you if:
You run a 7-figure service business with a small team (3–10 employees)
You’re tired of feeling overwhelmed by financial and operational decisions
You want to improve profitability and cash flow
You’re thinking ahead to exit planning, that day you want to walk away—even if it’s years away
You value clear guidance, accountability, and proven expertise
Ready to Get Started?
Let’s connect for a Clarity Call—a 30-minute, no-obligation conversation where you’ll get:
A snapshot of where your business stands financially and operationally
One actionable step you can take right now to improve profits or reduce stress
A sense of how a custom strategic plan could transform your business
Final Word
You’ve invested years building your business. You deserve profits and freedom that reflect all the time, energy, and expertise you’ve poured in.
Let’s build the next chapter together—with clarity, confidence, and results.
Business and Leadership Coaching: Profit Escalators Inner Circle
Whereas our other services are typically meant for companies with teams (or in the process of developing teams), the Profit Escalators Inner Circle is meant mainly for solopreneurs in the service industry and those stuck at 6-figures.
This is not your typical coaching program; it is a hybrid of 1:1 and group coaching using our unique Profitable Exit Framework that we use in our strategic planning engagements.
.Here are just a few of things you'll experience:
- 1:1 monthly mentoring calls that provide you with the personal attention to keep your momentum going, work on the strategies unique to your business, and make sure you're staying on track.
- A quarterly review of your financial dashboard resulting in actionable insights for additional profits
- .Bi-Weekly online group Q&A to answer key questions holding you and other fellow Escalators up, with monthly guest speakers and training.
- Unlimited email support as we Escalate through your Profit Journey.

** Did you know you can increase the value of your company by decreasing its' dependence on you?
HOW DEPENDENT IS YOUR COMPANY ON YOU?
FIND OUT BY TAKING OUR OWNER DEPENDENCE INDEX SURVEY™
TAKE OUR 20 MINUTE OWNER DEPENDENCE INDEX SURVEY™ NOW.