Management & Financial Advisory for SMBs

Clarity, structure, and numbers you can run your business on.

We help small and mid-sized businesses translate financial and operational data into clear decisions, actionable plans, and measurable results.

Schedule a consultation Explore services

Strategic planning and execution support
Scenario-based financial modeling and forecasting
Operational efficiency and cost optimization
Market analysis and growth strategy design

For SMBs $1M–$50M in annual revenue Across sectors including services, manufacturing, and distribution

Operating margin uplift 0%

Working capital days 0% ↓

Reporting cadence 0x

Built for owners and leadership teams

We work with businesses that value clear analysis, practical recommendations, and transparent communication.

Owner-operated businesses Founder-led growth companies Private equity-backed portfolio companies Family businesses

Core consulting services

Right-sized engagements across strategy, finance, and operations.

Strategic Planning

Clarify direction, align leadership, and translate your strategy into a structured roadmap with milestones and metrics.

Financial Modeling & Forecasting

Build integrated, scenario-based models and forecasts that reflect how your business actually works.

Operational Efficiency

Identify process bottlenecks, streamline operations, and improve throughput without losing control or quality.

A straightforward, collaborative approach

We combine data analysis with on-the-ground context to create recommendations that your team can act on.

Step 01

Discovery & diagnostic

We clarify objectives, review your data, and understand your current operating model.

Step 02

Analysis & modeling

We translate your numbers into scenarios, options, and clear insights.

Step 03

Actionable roadmap

We prioritize initiatives, define owners, and align metrics and cadence.

Step 04

Execution support

We stay engaged to review progress, adjust, and support decision-making.

What our clients say

Names and details may be anonymized; outcomes are real.

“AK Global gave us a model and reporting cadence that finally made sense to both our leadership team and our lenders.”

Owner, regional services company (~$12M revenue)

“The operational review highlighted where we were losing time and margin. The roadmap was practical and grounded in data.”

CEO, manufacturing company (~$30M revenue)

“We went into our strategic offsite with a vague list of ideas and left with a concrete, measurable plan.”

Co-founder, software company (~$8M revenue)

Insights for SMB leaders

Short, practical perspectives you can share with your team.

Ready for a clearer view of your business?

Share a few details about your company and priorities, and we will coordinate a focused, no-obligation conversation.

Book a consultation