Better decisions start with
a clearer view of the business.

Our consulting work focuses on the significant strategic, financial, and operational decisions facing privately held businesses. That can include strategic planning, financial performance, growth initiatives, workflow and process improvement, system integrations, automation, capital allocation, scenario modeling, enterprise value improvement, succession planning, exit planning, and other major business decisions.

There is overlap, but the nature of the relationship is different. Fractional CFO services typically involve an ongoing financial leadership role — forecasting, reporting, cash flow management, KPIs, budgeting, and helping management understand financial performance. Business Consulting is generally more focused on a particular strategic issue, opportunity, decision, process, or transition. In some situations, an engagement may involve both.

Yes. H2 can help evaluate manual processes, reporting workflows, accounting and financial systems, data flow, and opportunities for automation. Our role may include process assessment, workflow design, software evaluation, system optimization, integration planning, automation opportunities, and coordination with technology vendors or implementation partners where specialized development is required. The objective is not technology for technology’s sake. It is to reduce unnecessary manual work, improve information flow, and create processes and systems that better support the business.

Yes. We can help evaluate the financial and strategic implications of new locations, capacity expansion, equipment purchases, new service lines, acquisitions, hiring, and other significant investments. Depending on the decision, that may include financial modeling, scenario analysis, cash flow projections, financing requirements, and return analysis.

We can help identify and evaluate the financial, operational, systems, and strategic factors that may influence enterprise value. Because H2 also provides Business Valuation and M&A Advisory services, we can view improvement initiatives through the perspective of both financial performance and how a potential buyer or investor may evaluate the business.

Ideally, well before you’re ready to sell. Starting early provides more time to improve financial performance, reduce owner dependency, address customer concentration, strengthen management, improve systems and processes, improve financial reporting, evaluate tax considerations, and address other factors that may influence transaction readiness and value. Even if a sale is several years away, understanding the business from a buyer’s perspective can help guide decisions today.

Absolutely. Most Business Consulting engagements aren’t about an immediate transaction. Owners call us when they’re growing, evaluating an investment, facing a difficult decision, trying to improve performance, improving systems or workflows, considering succession, or simply determining what the next stage of the business should look like.

It depends on the engagement. Our role may range from analyzing a specific decision and providing recommendations to working alongside management as the plan is implemented. For systems, workflow, and automation projects, we may help design the process, evaluate solutions, and coordinate implementation. Where specialized software development or technical expertise is required, we can work alongside the appropriate technology providers. When the strategy requires expertise from another H2 practice — such as Fractional CFO, Tax, Business Valuation, or M&A Advisory — those professionals become part of the team.