For small and medium sized firms fulfilling your mission is a challenging climb. 

 

Our Mission

Reaching your financial summit is about following the right path with the right support. As a Certified Management Accountant with over 25 years in CFO and senior operations roles, I guide companies to reach their goals by being prepared what can be known, and more importantly, what is unknown.

Outcomes from the Business Trek System

Here are the results you can expect if you work with us:

  1. Less stress because you have confidence in a financial model for your firm built on today’s reality that meets your strategic goals for tomorrow

  2. Better results based on understanding of the 9 drivers of profitability and how to prioritize them

  3. Motivated and engaged employees who understand their key metrics and know their opportunities and areas for improvement

  4. Improved employee performance based on training in practice improvements that have the most “bang for the buck”

  5. High customer satisfaction because they are confident in the quality of your work and the reliability of your schedules and commitments

“In short, Paul is steady, level-headed, task and goal oriented, trustworthy as both an associate and competitor — with all his qualities augmented by his brilliant, inquisitive, and agile mind.”
— Ray Hogue, President Hogue Business Valuation, LLC

what We've delivered

  • Strategic Planning

  • Operations Management

  • Ownership Transitions

  • Mergers, Acquisitions & Divestitures

  • Start-ups

  • Software Installations/Upgrades

  • M&A Transitions and Integrations

  • Profit Growth

  • Revenue Growth

  • Turnarounds