CFA Charterholder · Independent IAR · Austin, TX

You built it. Make it pay you what it should.

Most $1M–$15M owner-operated businesses run on stale numbers, tax decisions made in March, and no plan for the next 13 months. The business owns you instead of the other way around. We change that — with a 13-month rolling forecast, a year-round tax plan, and a monthly cadence that turns the business into a wealth engine.

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The gap we fill.

Reactive tax planning.

A CPA prepares returns at year-end. Multi-year tax strategy across compensation, entity structure, and investments rarely gets built.

No exit-readiness.

Income and enterprise value are different things. Many businesses that go to market never sell, often because the financials aren't structured for due diligence.

No coordination.

CPA, investment advisor, and insurance broker each see one piece. No one is responsible for how those pieces interact.

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How it works.

Discovery Call — free. A 15–30 minute fit-check. We figure out whether the work makes sense for where your business is, at no cost and no obligation.

Foundation Review — $500. A 90-minute working session, and you keep a written plan. We review your last 12 months of financials beforehand and walk through what we see — the forecast gaps, the tax exposure, the structural fixes — whether or not we work together afterward.

Engagement — $5K individual / $15K business. Includes a quarter of execution: a 13-month rolling cash forecast, the Critical Four dashboard (revenue, gross profit, net profit, cash), a multi-year tax strategy, a written decisions log, and a monthly CFO cadence with async support between calls. Ongoing fractional-CFO work can continue from there.

The two gates are non-exclusive — you can skip Discovery and book the Foundation Review directly.

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Why Good Deals.

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CFA-led

Investment analysis and portfolio management at the highest professional bar.

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Operator background

Financial leadership across dozens of companies and many industries.

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Registered fiduciary

Legally obligated to act in your interest. Investments custodied at Altruist; insurance placed through BackNine.

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Low-risk entry

Start with a free Discovery Call, then a $500 Foundation Review — and you keep the written plan either way.

Common Questions

Straight answers

Your CPA handles compliance and tax preparation. Andrew handles the strategy — how your compensation is structured, where your retirement plan money goes, how your investments are positioned, and whether your insurance coverage actually matches your real risk exposure. The two work together; they don't replace each other. In fact, Andrew coordinates with your CPA so neither side creates problems for the other.

Most of Andrew's work with business owners isn't about exit — it's about building a financial structure that works whether you sell or not. Maximizing your retirement plan. Optimizing your compensation. Protecting what you've built. Exit planning becomes relevant when you want it to become relevant. The foundation works either way.

Possibly. Solo 401(k)s, Cash Balance plans, and DB(k) plans can often provide larger tax deductions and faster accumulation than a 401(k) alone — especially for owners with high income. Andrew reviews your current plan and compares it against what's available. If there's a meaningful advantage, he'll show you exactly what it is.

Three steps. The Discovery Call is free — a 15–30 minute fit-check. The Foundation Review is $500: a 90-minute session, and you keep a written plan. An Engagement is $5K for individuals or $15K for a business and includes a quarter of execution; ongoing fractional-CFO work can continue from there. You can skip Discovery and book the Foundation Review directly.

Yes. Andrew coordinates with your existing team rather than replacing them. He reviews your current insurance coverage, retirement plan structure, and investment positioning — and works with your CPA and attorney on tax and legal strategy. If your current advisors are already doing good work, he'll tell you that.

Start with a free Discovery Call.

Fifteen to thirty minutes to figure out whether this is a fit — no cost, no obligation. If it is, the next step is a $500 Foundation Review: a 90-minute working session built on your last 12 months of financials, and you keep the written plan whether or not we work together. Ready to skip ahead? You can book the Foundation Review directly.

Book a free Discovery Call →