We offer a wide range of services customized to your unique and particular needs.

  • From startup through growth to second-stage companies leading investment strategies, transactions through exit strategies. Improving performance and profitability utilizing lean management strategies of delivering value, eliminating waste and continuous improvement.

  • CPAs & Fractional CFOs

  • Wealth strategies for selling your business, strategies for exit planning, liquidity events and beyond.

Business Advisory Services

The common thread through all of our services is delivering Lean Management services to grow your company, maximize profitability and reach your ultimate entrepreneurial goals.

Strategy & Management Consulting

We are strategic operatives providing part-time (fractional) contract C-Suite services and strategic and management guidance.

Strategic business planning to execute on the next phase of your business growth by asking the right questions, developing and executing plans to maximize profitability and wealth strategies for exit planning, liquidity events and beyond. The goal to drive growth and maximize enterprise value,

We identify and solve your business, operational and organizational problems that may stand in the way of growth. We define and improve processes, implement and execute on your growth and exit strategy. We are GroupLM3, the 3 principles of Lean Management is part of our name and in our DNA. These principles of delivering value, eliminating waste and continuous improvement are at the core of everything we do.

Example Engagements

  • Strategic planning for exits, liquidity events

  • Raising capital - bank, venture capital, alternative structures such as reverse mergers, SPAC

  • Investment strategies

  • Exit and liquidity event planning

  • Succession planning

  • Operational, continuous improvements

  • Pricing strategies

  • Data analytics

  • Cost efficiencies

  • Operational efficiency process improvement

  • People management - are the right people doing the right jobs?

  • Root cause analysis

  • Technology tools analysis and implementations

  • Change management

We don’t just give advice. We partner with you to plan, execute, implement, measure and manage your growth and exit strategies.

And more - let’s connect and discuss how to best meet your needs.

Get in Touch! We will customize a plan for your needs.

Financial Operations

CPAs, CFOs, Controllers

Our fractional finance professional services provide an excellent option for companies that aren’t quite ready for a full-time CFO but are in growth mode that requires a high level of financial, accounting and operational expertise. We have a team of CPAs, finance and operating professionals with the wisdom and oversight to maximize profitability and execution of your growth strategy.

Ongoing Engagements

  • CFO, Controller, Accounting services

  • Investment preparation - VC, PE, bank, SPAC, IPO financings

  • Raising capital - bank, venture capital, alternative structures such as reverse mergers, SPAC

  • Investor reporting and relations

  • Financial statement compilations

  • Financial statements and analysis

  • Operating budgeting & forecasting - development, tracking and analysis

  • Vendor and payable and loan maintenance and reporting

  • Billing and receivable maintenance

  • Revenue and cost of sales analysis and reporting

  • Monthly closings and reporting

  • Cash flow management

Annual Engagements

  • Budgeting

  • Analysis and recommendations based on historical trends

  • Tax reporting

  • Tax return preparation

  • Audit preparation

And more - let’s connect and discuss how to best meet your needs.

Get in Touch! We will customize a plan for your needs.

Mergers & Acquisitions (M&A)

Partnering with our Strategic Consulting services, our process starts and ends with you and the goals you have for your business and your family. The timing to sell your business is influenced by your timeline and also finding the right economic environment. It is one of the most important decisions in your lifetime and timing and strategy is critical. Unlike investment bankers, we have time. We will not rush you into a transaction to earn a commission, we are with you even if the right transactions is years away.

Our work is to support you throughout the process and partner with you to make your you are making the best decisions every step of the way. We have a team of CPAs, attorneys, marketing professionals that have deep M&A experience in all phases and sizes of transactions.

Fundraising / M&A Consulting and Strategy

  • Industry analysis

  • Valuation comparisons

  • Business valuations

  • Acquirer list development

  • Marketing materials - Confidential Information Memorandum (CIM), information deck (teaser)

  • Data room organization

  • Negotiation support

  • Closing support

  • Quality of earnings analysis

  • Exit and liquidity event planning

  • Investment banking support

And more - let’s connect and we will share our detailed process with you.

Get in Touch! We will customize a plan for your needs.

Buy-Side Mergers & Acquisitions (M&A)

Thinking of buying businesses to expand your growth and reach, or fill a strategic operating need? We have a team of CPAs, attorneys, marketing professionals that have deep experience in all phases and sizes of transactions. Working with our Strategic Consulting services we will help you evaluate every element of a targeted acquisition and negotiate the best opportunity for you.

Buy-Side Acquisition services

  • Develop investment strategy

  • Industry analysis

  • Valuation comparisons

  • Business valuations

  • Acquisition list development

  • Target company analysis

  • Raising capital - deal structures and financing

  • Data room evaluation

  • Negotiation support

  • Closing support

  • Quality of earnings analysis

  • Business valuations

  • Investment banking support

And more - let’s connect and we will share our detailed process with you.

Get in Touch! We will customize a plan for your needs.