We guide startups from formation to Series A to IPO.

We break down your business plans into a step-by-step process to secure the proper funding and achieve an exit or IPO.
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Due Diligence Ready
Funding for Goals
Positive Cash Flow
Most entrepreneurs lack the experience and knowledge to make their companies appealing to investors. 

They can’t communicate their financial value and, therefore, can’t take advantage of these opportunities:

*Get funding (i.e Series A or private equity)
*Take part in an M&A deal
*Go public 
*Exit the company

It can be overwhelming to try and do this on your own.

The good news is, we can help.

Learn more

Due Diligence Ready

Feel confident that your financial records are ready for investor presentations.

Funding for Goals

Gain the type of funding you need to execute your business plan.

Positive Cash Flow

Have peace of mind knowing you have the funds available to act on opportunities.
Steven Weldon CPA

Hi, I'm Steve

I have 25+ years of CPA and CFO experience helping startups raise capital and go public.
After 25 years as a CPA advising, guiding, and helping entrepreneurs and CEO’s run both publicly traded and private companies and teaching college level accounting to future CPAs, we're combining my experiences to give you clear, concise guidance to a company exit or IPO.

How do we begin?
It's simple...

Click the "Let's Get Started" button, below, to schedule a time for us to talk.
We'll then discuss your goals and map out a strategy.
You'll choose an action plan (one of our Navigation Packages)
If it's a good fit, we'll begin simplifying your life, today!
If not, you'll walk away with a strategy framework.
Let's Get Started
Click the "Let's Get Started" button, below, to schedule a time for us to talk.
We'll then discuss your goals and map out a strategy.
You'll choose an action plan (one of our Service Packages).
If it's a good fit, we'll begin moving your company to the next stage, today!
If not, you'll walk away with a strategy framework.
Let's Get Started

What happens next...

We begin right away with our onboarding process: we get to know you and your company, your history, how your systems work, and set up the processes needed to implement the package you have chosen. 

After onboarding is complete, we begin a monthly cycle of regularly meeting with you and providing the services you have chosen.   

Imagine...

*Having the capital needed to achieve your growth goals.
*Clearly knowing how to move forward with an M&A and/or IPO. 
*More time to work on your passions in order to move your company to the next stage.

Are you ready to have the clarity and sanity of an experienced CPA and CFO on your team?

Schedule a Call