We Connected.
Now let's help each other.
I built this page so you can see what I do and who I help in a few minutes, instead of an hour of small talk. Watch the short video, then book a partner call with me. I want to learn who you help, too.
Watched the video? Let's talk.
30 minutes. I want to learn who you help, tell you who I help, and see how we can send each other business.
Want the details first? Keep scrolling.
Your name is on the line. Here's how we protect it.
You make the intro.
A quick email to both of us, or they mention your name when they book. No selling required.
Free Scale Gap Review.
Six numbers, then an hour with me on what they mean. They leave with a real number either way.
Business Blueprint.
The full picture in two weeks, backed by our $100K guarantee.
Ongoing help, if it fits.
Advisory with me, or my team as their finance function. If it's not a fit, I'll say so.
$100,000 guarantee applies to businesses over $2M in sales.
Our Gift or Give program
When someone you send becomes an ongoing client, we say thank you with $1,500. You pick where it goes.
sent directly to you as our thank-you
for the introduction.
donated in your name to one of three amazing organizations.
How it works
- It counts when someone you referred signs on for ongoing work with us. A Business Blueprint on its own doesn't trigger it.
- We pay or donate within 30 days after their first ongoing payment clears.
- No cap. Send ten owners who sign on, and we say thank you ten times.
- They mention your name when they book, or you introduce us by email. That's how we track it.
- If your profession limits referral fees, choose Give.
We tell every owner you send that our partners may receive a thank-you gift or donation. No surprises for anyone.
What you'll hear them say
What happens when owners get real numbers
In six months, a business that could only see sales became a team engaged in growing productivity and profit.
"Before, we just got accounting. We didn't get the optics. Now I have numbers I can actually make decisions off of."
"It's far more detailed than anything I've ever come across or would ever want to build myself. With FinElevate, you're in great hands."
"I know that you know our business. And maybe even more importantly, I know that you know me. That made it easier to embrace the challenge you bring."
I made every mistake before I figured this out.
I ran a construction and manufacturing company for 24 years before selling it in 2025. When I finally got real numbers, everything got easier: hiring, pricing, cash, and eventually selling. FinElevate exists to help other owners get there faster.
- 24 years running a real business, sold in 2025
- Bought, ran, and sold multiple companies
- Member of EO (Entrepreneurs' Organization)
- Author of Growing Broke
- Guest on over 50 business podcasts
Want to reach me directly? Email [email protected].
Questions partners ask
Do I have to sell anything?
No. Just make the intro. I'll take it from there, and I won't push.
What if they never buy?
They still leave the free review with a real number on their business. You look good either way.
Who's the best fit?
Owner-run businesses doing $2M to $20M in sales, in any industry. If they're smaller, send them anyway. I'll tell them honestly whether we can help.
Will you step on my work?
No. We don't do tax, legal, or operations coaching. We work alongside the CPA, attorney, banker, and coach already in the owner's corner. If they need something we don't do, we send them back to you.
I can't take referral fees in my profession. Can I still take part?
Yes. Choose Give, and we'll donate the $1,500 in your name to one of three organizations we support: Junior Achievement, Feeding America, or First Book.
Do you send referrals back?
Yes. That's half the point of the call. Our clients need good CPAs, attorneys, bankers, coaches, and brokers. Tell me who you help, and I'll keep you in mind.