Your Outsourced CFO
Business Advisory Services For: Entrepreneurs, Business Owners and CEO’s at a crossroads
Strategy & Management Consultants
Financial Operations
CPA + Fractional CFOs
Mergers & Acquisitions
Advising and collaborating with businesses and entrepreneurs since 2013.
With a national focus, GroupLM3 represents clients throughout the US. Our firm specializes in second-stage, lower middle market and high-growth companies, supporting companies that have grown past the startup stage but may not have a full-scale management team.
Whether you’re a first-time entrepreneur or a seasoned and successful business owner we will not only help you get from here to there, but help you create and thrive in the world. We bring extensive experience and professionalism to every client and customize our services to your individual needs and concerns.
Being a company founder, CEO can be one of the loneliest and most stressful jobs on the planet but it can also be one of the most rewarding. We are here to partner and bring you strategic guidance along your journey.
Contact Us
1705 Edgewater Drive 547803, Orlando, FL 32854
info@grouplm3.com
407-735-6276
Companies We Serve
Revenue:
$1MM - $100MM
EBITDA:
EBITDA not where you would like to be? We can help.
Ownership:
Founder, Owner-operated, Venture or Angel Capital financed.
Industries/Sectors:
ecommerce, retail, digital and social media, technology, software, SAAS, data and data analytics, healthcare information, business services, consumer goods & services, real estate, light manufacturing.
Advisors & Collaborators
When you are at a crossroad or a transition point, there can be many paths available to you. When getting today’s work done leaves you shorthanded to map the way forward…when your growth is acceptable, but your gut tells you there’s more you just haven’t pinpointed yet…when you are assessing whether to exit or finance further growth…or when new competition or changes in the industry make it necessary to retool and relaunch…
An experienced, unbiased and frank assessment and partner is what you need.
We are here to walk this part of your journey with you.
What our clients are saying:
"Partnering with Donna as our fractional CFO was an absolute pleasure! What began as an onboarding process to implement budgets and financial goals and streamline our P&L swiftly evolved into a strategic collaboration. Donna seamlessly transitioned into a trusted thought partner, contributing significantly to our strategic initiatives and helping enforce stability during the ebbs and flows of the pandemic. Donna's close partnership was especially crucial during our accelerated growth phase and navigating a successful transaction with PE. I wholeheartedly recommend Donna as a fractional CFO to any organization seeking not only financial expertise but also strategic guidance and leadership." T.W., CEO, retail, ecommerce, gifting
Get in Touch!
It would be our pleasure to start a conversation with you. Please get in touch and let’s get started!