Enhanced Services

Specialty, project-based support and insights to guide critical business decisions and enhance growth and profitability.

Budgeting & forecasting

Your ability to manage the budget and forecast future earnings is vital to your financial success. We can help you create the budget you need to manage your business now and provide realistic projections for the next fiscal year.

Business financial planning

Do you need to work on your business instead of in it? We guide our clients in quarterly planning sessions to take a proactive look at the financial opportunities and challenges that lie ahead. "A goal without a plan is just a wish" ~ Antoine de Saint-Exupéry

Working capital & planning

Running a business takes capital – growing it takes even more. We can help you get the money you need, whether it be a loan or investment, to take advantage of opportunities instead of missing out due to budget constraints.

Data analytics

With all the data available to us, it can be challenging to make sense of it all. Transforming data into insights you can use, like user-friendly dashboards and graphics, is our specialty.

Transition Planning

Even if transition plans aren't on your radar, knowing the value of your business can prevent surprises when it comes time to sell. Fulcrum offers business valuations to help you prepare for those big moments, including retirement.

Business acquisition support

Buying a business is a once-in-a-lifetime event for most people. We have the experience and knowledge you need to work with attorneys and bankers and navigate the sale with confidence.

Expansion planning

When it comes time to make that next significant investment, like buying a new piece of equipment or property, Fulcrum can help you understand the risks and return.


Is debt eating away at your cash flow? Are you financing your business using credit cards? Fulcrum maintains a network of bankers specializing in businesses like yours. We work with you crafting the right loan structure and making it easy to get the optimal loan for your business.

Predictive financial modeling

Want to know how a price or wage adjustment will impact your bottom line? Using powerful 'what-if scenarios,' we can help you predict your financial future and how specific changes will affect your business.

Take the next step with confidence.

We're here to help.