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OUR ETHOS

WE BELIEVE BUSINESS STARTS AND ENDS WITH PEOPLE.

We are a financial strategy consulting firm for growth minded entrepreneurs.

Any growth minded entrepreneur has some wish list of things they’d like to do to expand, whether its growing an existing footprint or taking a new product to market.

We specialize in 4 key areas of improvement that we believe are most relevant to our clients and their desire to grow their business; Scalable Structure, Business Metrics, Financial Forecasts, and Growth Capital.

We leverage our expertise in these areas to turn a wish list into growth and expansion.

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OUR MISSION

CREATE ECONOMIC VALUE BY HELPING GROWTH-MINDED ENTREPRENEURS ACHIEVE THEIR GOALS

Growth minded entrepreneurs have big ideas and play positive sum games to contribute and make an impact on the world.

With the success that comes with definite purpose, big ideas, intense desire, and belief in oneself, growth minded entrepreneurs and their creations often become influencers in their communities.

We aim to make our mark on the world through collaboration with future leaders.

“GROWTH MINDED”

LIFELONG LEARNERS

Come from a place of not knowing. Have strong views, loosely held.

COLLABORATION & CONNECTION

Value creativity with others and look for win-win scenarios.

ADVENTUROUS SPIRIT

Be willing to experiment and learn from both success and failure.

SEEKING CONSTANT IMPROVEMENT

Innovation is key to success. See challenges as opportunities.

CREATING SOMETHING THAT GOES BEYOND SELF

Build lasting legacies rather than chasing short-term gains.

GLOBAL CITIZENSHIP

Recognize a responsibility to something that goes beyond borders.

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VELERO | A SPANISH WORD FOR SAILING VESSEL

sailing ship blueprint

Sailing vessels have been used throughout human history as vehicles of adventure, exploration, and discovery. Timeless, with nothing but natural forces combined with skilled people working together in harmony, large vessels can travel great distances.

Running a business is like an adventure and brings many opportunities for growth and challenge. For us, there is nothing more exciting than jumping on board with a new client and embarking together on a venture into uncharted territory.

While we bring our own expertise to the journey, we respect the vision of our clients. Every business is different and every dream is different. We join our client’s crew as a knowledgeable member, share our perspective, and overcome challenges encountered together along the way.

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QUESTIONS?

SCHEDULE A CONVERSATION HERE OR FILL OUT THE FORM BELOW AND WE’LL BE IN TOUCH!