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From Friction to Flow to Freedom

Our mission is to serve developers and owners, like YOU,

who value quality family time and are ready to invest in what truly matters. We help you change your focus from tactical tasks to strategic growth, empowering you to shift from working in to working on your business or development project.

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Everyday you are faced with challenges and pulled in various directions

challenged with the pace of constant change, unanticipated turnover, diminishing margins, and seemingly limited resources.​

 

Beginning with the end in mind

we approach each engagement from an objective, financial, and strategic lens - inviting you to dream again.​​

Where is the Friction?

REAL ESTATE DEVELOPERS

Are You Struggling to Pinpoint Variabilities and Identify Critical Gaps in Your Real Estate Project?

Let us conduct a thorough analysis to identify these gaps and provide you with a tailored action plan, alleviating your stress and ensuring project success.

Are You Facing Bottlenecks That Are Slowing Down Your Project and Causing Frustration?

Our team specializes in streamlining processes to eliminate bottlenecks, allowing your project to progress smoothly and freeing up your time for what matters most.

Are You Uncertain About the Financial Viability of Your Real Estate Investments?

We offer comprehensive financial assessments and forecasting to provide clarity and confidence in your investment decisions, helping you focus on your goals without the worry.

BUSINESS OWNERS

Are You Struggling to Keep Your Finances Organized and Stress-Free?

Take control of your finances with our expert bookkeeping services, freeing you up to focus on what truly matters—like quality time with family.

Are You Uncertain About Managing Your Business Growth and Finding it Overwhelming?

Unlock your business potential with our tailored consulting and coaching services, so you can regain your time and prioritize what you love most.

Are You Unsure How to Transition Your Business Without Losing Your Peace of Mind?

Navigate your business transition smoothly with our expert exit planning services, enabling you to execute on a plan with confidence in the outcome.

Start the Journey Toward Freedom and Book a Meeting Today!

REAL ESTATE DEVELOPERS

BUSINESS OWNERS

John Agans, Former Owner of Clive Power Equipment

"Not knowing what to expect, Jimmy helped us understand the process.  He had answers to our questions and the valuation of our business was in line with our expectations.  He did a great job of putting our prospectus together, which represented the true value of our company.  I would highly recommend Jimmy to anyone looking to sell - now or in the future!"
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