Who We’re Built For

Mid-Market CEOs & Owners

Leaders who:

  • Feel pressure increasing

  • No longer fully trust reporting

  • Carry risk personally

  • Are preparing for growth, capital events, or succession

Boards that:

  • Sense risk before management can name it

  • Need confidence in numbers and controls

  • Are navigating governance, funding, or transition

Boards & Capital Providers

Complex Non profits

Organizations with:

  • Multiple programs or sites

  • Increasing funder scrutiny

  • Governance complexity

  • Leadership under sustained pressure