Financial Advisory & Consulting
You’ve built a successful small business or maybe you’re in the process of building one.
Do you find yourself running around to put out fires without having the time to be proactive and plan ahead? Do you feel like your financial function could use some improvement because you’re always so focused on sales and operations? Are you in need of small business financing from lenders or investors? Are you interested in optimizing the profitability and value of your business now, regardless of your long-term plans?
Sabre Financial Group is here to help you address those questions and challenges with a host of small business advisory services for small to mid-market companies. Our team can help you strategize, maximize value, and plan for the future. Whether you need Interim CFO/Controller Services, M&A Analysis and preparation support, Enterprise Value Optimization Services or Capital / Financing advisory in the form of small business loans and financial planning/support, we can provide guidance and expertise to support your company.
We help small and mid-market businesses throughout the U.S. and Canada to reach their financial goals and objectives. Our team offers financial advisory and strategic planning to help you make the most of your company.
Optimizing Your Business for Growth & Profitability
Your business is thriving and you’re ready to take the next steps to grow your business, whether that means analyzing your current offerings, adding new offerings, standardizing your processes and systems, or preparing for an acquisition or exit. However, you want to make sure your business survives the growing pains. We offer years of experience and expertise to help you strategize and prepare for sustainable growth.
We are here to help you achieve your growth goals smoothly and successfully. Whether through recurring CFO Services, Capital & Financing Advisory, or Enterprise Value Optimization to improve profitability and value, our team offers years of experience to help you grow and achieve another level of success. We can help match you with the right lenders and investors and also offer support and guidance as you devise a plan for growth and expansion. For informed decision making, we can help give you insights into the future with financial models and business acumen to help you do what’s right for your company.
Let us help your company get ready for the next milestone. Then to that milestone. And then to whatever lies beyond.
Enterprise Value Optimization
Our Enterprise Value Optimization services are all about value creation, which is the focus for almost everything we do. We don’t just help businesses improve profitability, we help them to create a “turnkey” business that isn’t so dependent on the owners or management team. A great question to ask is, “Would your business thrive without you?” In addition to providing the owners with more freedom, we help them to improve profitability and standardize systems and procedures. These efforts not only create additional value for the owner now but also result in a higher valuation later upon exit.
CFO Services
Many businesses can benefit from having expert financial advisory to help with decision making, planning, financial analysis, and financial controls. However, in many cases small and mid-market companies don’t need a full-time CFO. Our outsourced CFO services help bridge the gap to offer cost-effective financial advisory when you need it. Whether you need help understanding your company’s financial health now and, in the future, or need better controls for bookkeeping and financial reporting, our team is here to help. We draw on decades of financial and business experience to offer you the guidance you need without the cost of a full-time CFO on staff.
Capital & Financing
Access to capital is crucial for a wide range of issues, such as buyouts, expansions, organic growth, and acquisitions. Our team offers finance and capital advisory services to help you put yourself in a good place for financing and capital raising. We can help create a strategic capital raising plan, gather the records and documents lenders and investors want to see, and even match you with lenders and investors from our large network. Let us help you find creative solutions tailored to your company’s capital and financing needs.
Mergers & Acquisitions
Our M&A advisory services offer support to help add value, save time, and reduce stress for M&A deals. We’ve helped countless businesses through the M&A process. Buying a business is a complex process, and we can help from beginning to end with our comprehensive advisory services. We can help you prepare for a deal, perform due diligence, create deal structures, and offer experienced guidance for transition strategies. We not only help match buyers and sellers based on their goals but offer ongoing support to make mergers and acquisitions as smooth and simple as possible.
Start Up Consulting
Most startups fail within the first five years, often due to small missteps along the way. If you have a great idea, we are here to help you execute. Our team offers startup business consulting services to help you achieve organizational efficiency, focus your efforts and resources toward critical metrics, and create strategies for present and future success. We can help you start off on the right foot to help maximize value and reduce risks for your startup. We draw on years of expertise to provide the business strategy and financial advisory you need for success.
Controller Services
Wish you had the option to hire a part-time CFO that also has accounting expertise? Someone that can increase the enterprise value of your company and make you more attractive to lenders/investors just by improving your financial reporting systems and processes? You can achieve all of these goals with our fractional Controller/CAO services! Whether you need a couple of hours a month or dozens of hours each month, our fractional Controller/CAO services can provide exceptional value at competitive pricing. These services offer a highly cost-effective alternative to hiring a full-time CFO/CAO/Controller and are likely to deliver exceptional value (and significant savings of time and stress) to you and your company.
CFO Services
Many businesses can benefit from having expert financial advisory to help with decision making, planning, financial analysis, and financial controls. However, in many cases small and mid-market companies don’t need a full-time CFO. Our outsourced CFO services help bridge the gap to offer cost-effective financial advisory when you need it. Whether you need help understanding your company’s financial health now and, in the future, or need better controls for bookkeeping and financial reporting, our team is here to help. We draw on decades of financial and business experience to offer you the guidance you need without the cost of a full-time CFO on staff.
Capital & Financing
Access to capital is crucial for a wide range of issues, such as buyouts, expansions, organic growth, and acquisitions. Our team offers finance and capital advisory services to help you put yourself in a good place for financing and capital raising. We can help create a strategic capital raising plan, gather the records and documents lenders and investors want to see, and even match you with lenders and investors from our large network. Let us help you find creative solutions tailored to your company’s capital and financing needs.
Start Up Consulting
Most startups fail within the first five years, often due to small missteps along the way. If you have a great idea, we are here to help you execute. Our team offers startup business consulting services to help you achieve organizational efficiency, focus your efforts and resources toward critical metrics, and create strategies for present and future success. We can help you start off on the right foot to help maximize value and reduce risks for your startup. We draw on years of expertise to provide the business strategy and financial advisory you need for success.
Controller Services
Wish you had the option to hire a part-time CFO that also has accounting expertise? Someone that can increase the enterprise value of your company and make you more attractive to lenders/investors just by improving your financial reporting systems and processes? You can achieve all of these goals with our fractional Controller/CAO services! Whether you need a couple of hours a month or dozens of hours each month, our fractional Controller/CAO services can provide exceptional value at competitive pricing. These services offer a highly cost-effective alternative to hiring a full-time CFO/CAO/Controller and are likely to deliver exceptional value (and significant savings of time and stress) to you and your company.
Our Experience
Our leadership team at Sabre Financial offers over 100 years of combined experience in the financial advisory industry. Founded in 2015, we’ve been helping small and mid-market businesses around the U.S. and Canada achieve their objectives for growth and transition. We draw on our years of experience, strong ethical code and transparency policies, and a large national network of lenders and investors to help companies succeed.
