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Questions

Frequently asked questions

Every question we are asked across the firm, in one place.

General questions come first, followed by questions specific to CFO Services, Strategic Advisory, and Capital Partner. If yours is not here, send it to us directly and a senior member of the team will answer it.

General

Fill out the contact form on our website with your business needs and someone from the team will get back to you.

Go to the contact form →

Yes. We work with businesses all over the nation.

Founder-led and lower middle market companies. Start with a general inquiry and we will tell you honestly whether we are a fit.

CFO Services

Acts as the senior finance leader in your business without the full-time hire. Visibility into the numbers, planning, and the financial side of decisions an owner would otherwise make alone.

An accountant records what already happened. A CFO uses those records to decide what the business does next.

Profit and cash are different clocks. Growth, receivables, and inventory absorb cash long before it shows up in the P&L.

Strategic Advisory

Ideally 12-36 months before. The work that moves the price happens before a buyer is in the room.

We prepare the business and the numbers, and we work alongside your legal and financial advisors through the process.

A model, a defensible use of funds, and materials that answer the questions investors ask first. We build all three with you.

Capital Partner

Yes. As active operators and investors we partner with entrepreneurs, owners, and investors pursuing further growth.

Advisory is paid for its judgment. Ventures puts capital behind that judgment and takes the risk alongside you.

Still have a question?

Ask us directly. Tell us where the business is and what you’re trying to decide, and we reply within 24 business hours.

Get in touchinfo@sentrygrp.com