Because you're trying to secure $200K, $500K, $1M, or more in growth capital. The Blueprint pays for itself when you get approved. Plus, the strategic clarity alone transforms how you run your business. You'll finally know which customers, products, and services drive profit, knowledge that's worth the investment regardless of whether you pursue financing. The typical ROI is 500% to 800% (your actual mileage may vary and may be even higher).

This can generate millions in revenue and valuation growth. One client added $214 million in new revenue over time. Your actual mileage may vary.

Keep them. Accountants file taxes and maintain compliance. Internal CFOs often focus on reporting and operational finance. I do neither. I dive deep for 60-90 days to extract buried insights, interview your customers and team, build your lender package, and negotiate your financing. Different jobs entirely. Your accountant reports history. Your CFO manages operations. I build your fundable future. My findings will help to unleash your CFO to add more value.

Most fractional CFOs want monthly retainers to do accounting, create historical reports, and attend meetings. I don't. I deliver a complete transformation in 60-90 days: customer interviews, strategy alignment, lender package, banker negotiation, and strategic clarity. You get results without ongoing monthly fees. If you like this process and want to continually grow your business, then ongoing strategy support is available.

That's exactly why you need the Blueprint. Messy financials don't mean you have a bad business. They mean your story isn't being told properly. I'll organize your financials, extract the hidden profit data, and show your banker why you're actually a great investment.

No. Banks make their own decisions based on multiple factors, some outside my control (economy, regulatory environment, bank appetite, your credit history). But I guarantee I'll find minimum $200K in borrowing potential and present your case in the strongest possible way. If I can't find the funding potential, you get a full refund. I also only charge a success fee when you actually get approved, which demonstrates my confidence in the process.

The Blueprint still delivers enormous value. You'll get clarity on customer profitability, product profitability, and strategic direction. You'll hear directly from customers why they value you. You'll have financial projections and a business plan. Even if you never approach a banker, you'll run your business better with this information. Think of it as a strategic diagnostic that happens to also make you extremely fundable.

Very involved. It’s your business and your wealth on the line. This isn't a passive process. You need to give me accounting system access, participate in interviews, attend the Strategy Sprint, and potentially complete portions of the business plan template. The more you participate, the better the results and the stronger your buy-in. I'm not here to do all the work for you where you don’t learn anything. I'm here to guide you through a transformational process and make you a stronger, smarter, more profitable business owner.

Absolutely. BLAST is $7,500 and shows current and potential borrowing capacity. Many clients start there, see the potential, and then upgrade to the full Blueprint. BLAST includes a $100K borrowing potential guarantee and gives you a clear roadmap of what needs to be addressed.

B2B companies across 65 industry segments: agribusiness, manufacturing, distribution, professional services, technology services, engineering firms, consulting practices, and more. If it's B2B and between $3M-$50M in revenue, I've likely worked in your space.

Yes. I've worked with clients in 7 countries. The Growth and Funding Blueprint methodology works anywhere, though specific banking relationships and lending practices vary by region. I'm based in Regina, Saskatchewan, but work with clients throughout North America and internationally via Zoom.