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
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.
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
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.