Who Calls AGIO?

A Business Owner or Advisor Would Consider Us When:

1. Your business seems to be running fine, but you ponder the "what if's" because you can't afford a full time CFO.

2. Your business is growing at a scale faster than your capital affords you to grow. How do we enhance working capital or cash conversion cycle?

3. Planning to sell or find a financial partner for growth, diversification or retirement?

4. Your client has advised that they are thinking of selling or is in the process of a sales transaction and as the investment banker or attorney, you're aware that the original accounting may not withstand an institutional buyer or underwriting.

4. Your CFO/Controller just quit without notice and you can't afford to waste time trying out new candidates. Our team of experienced C-Suite professionals an triage alongside management.

Or you're like most private businesses, whether competitive landscape, inherent industry cycles and norms, operational or financial mis-decisions, the ultimate visibility to cash drives all successful businesses.

Areas Covered

Western United States

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