From launch to exit, your success is our focus

Launch

You’re a visionary with a big idea. We can help you bring it to life with everything from strategy and funding to setting up operations. Start strong and grow fast with a trusted advisor.

Grow

Are you a current business owner wanting to take your business to the next level? Enter new markets, make more sales, and streamline operations with automation and AI.

Transition

Is it time to pass the torch? We can help you prepare for succession or sale, find a buyer, and facilitate the transaction so you can realize the full value of your hard work.

Our Services

Strategy

Articulate your vision and embrace the future with confidence, foresight, and a plan for every challenge.

Mergers & Acquisitions

From initial assessment through post-merger integration, our tailored approach keeps your interests at the forefront.

Digital Transformation

Staying ahead means embracing innovative solutions. Navigate the digital landscape and take the lead in your industry.

Funding

We can pair you with investors and build your business credit to fund your launch, growth, or sale.

Automation & AI

Streamline operations, improve quality, and reduce risk by deploying cutting edge tools and approaches.

A close-up picture of machine cogs to represent business operations

Operations

Whether you’re facing new challenges or looking to overhaul your processes, we’re here to guide you every step of the way.

Our Partners

LFCG Global

Capital Structuring

By the Law

Legal Services

By the Books

Bookkeeping Services

Connect with Us


4285 Payne Ave, Suite 9691
San Jose, CA 95117

Telephone: (408) 667-2092