About Us

A note from the founder -

At Scale or Sell Consulting, we believe that there is no one-size-fits-all solution when it comes to helping businesses thrive. With a focus on empathy, expertise, and exceptional service, we are dedicated to providing tailored finance and growth guidance to our clients.

Our team of industry experts understands that navigating the complexities of the financial world can be overwhelming for business owners. That's why we are here to offer our extensive knowledge and experience to help you make strategic decisions that drive growth and profitability. Our approach to serving the ongoing needs of your organization is driven by our core values:

Accountability - We are accountable to ourselves, our families, and our clients. We have high expectations and know that we must be consistent and determined to provide for our families and generate results for our clients.

Better Than Yesterday - One of my friends and former co-workers lost his son tragically in an automobile accident this past year. His motto for living was better than yesterday. We, like Will, strive to improve ourselves everyday.

Consistent Curiosity - Making assumptions is what gets us all in trouble. As such, at SOS we take the time to listen to your story and needs. From there we ask probing questions to ensure we are treating the illness and not just the symptoms.

Failing Forward - We have seen too many leaders throughout our career paralyzed by tough decisions. Making a decision, even if it is not optimal, is better than not making one at all. One of our founder’s favorite authors, Andy Andrews, wrote in his book The Final Summit that the two words that will change the world are “Do Something” (take action), and that is the attitude we bring for our clients everyday.

Significance Focused -  Dollars and cents is the easy part, but people often get overlooked. It is very important for us to understand your "Why." Our "Why" is helping others ... as it has a multiplier effect, improving your quality of life and creating opportunities for your team members and their growth.

In line with our mission, we believe that financial success should be accessible to all businesses. Whether you are a small startup or an established corporation, we are here to assist you. Our services encompass a wide range of financial needs, including financial planning, budgeting, cash flow management, financial analysis, and more.

At Scale or Sell Consulting, we are driven by our clients' success. We are passionate about helping businesses achieve their financial goals and unlock their full potential. Trust us to be your partner in finance and operations or to sell your business.