Building a business and creating lasting value goes beyond numbers—it requires holistic, strategic partnership that aligns your vision with smart, integrated solutions.
REALIZE YOUR VISION
Our Services
We understand business, finance, and markets. We analyze data while seeing the big picture. Not limited by narrow specialization, we focus on asking the right questions and crafting practical strategies. Our goal is to be your trusted partner, offering thoughtful, informed advice.
Business Advisory
A thoughtful partner for decisions, big and small, we are here to listen, provide alternatives, and share our experience and guidance.
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Strategic assessment for business acquisitions and sales
Fundraising and financing alternatives analysis
Business plan creation and review
Negotiation strategy and support
Business restructuring advisory, including cash flow forecasting and creditor negotiations
Net present value (NPV) and discounted cash flows (DCF) analysis
Market and pricing research
Macroeconomic outlook and impact on business and risk mitigation strategies
Assessment of generative AI tools, deployment opportunities, business impact and other related topics
Business succession planning
Incentive Compensation
We know how critical incentive planning is for aligning owners and employees objectives. We are here to help, understanding the intersection of contracts, economics and expectations.
Family Office & Outsourced CFO
At its core every business is about providing for families. We offer a holistic approach and can act as a bridge between accountants, tax attorneys and estate planners, providing strategic CFO-level capabilities at a fraction of the cost of a full time CFO.
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Incentive planning for businesses, including target setting and alignment to strategic and operational objectives
Review of proposed or existing contracts, for both business owners and executive-level employees
Negotiation strategy and support
Education on key concepts, including options (types and pricing), benchmarking, and equity and non-equity compensation alternatives
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Strategic CFO support for topics including FP&A, risk management and investment analysis frameworks, M&A landscaping and organizational setup
Generative AI in finance, deployment and pitfalls / risks
Family Office services, including educational support and succession planning
Advisor review and assessment, including for permanent staffing support, other advisory services support and related topics
At Wellsage Advisors, you receive expert guidance directly from an experienced professional. There are no hand-offs or unexpected transfers to junior consultants. Our commitment to expertise and integrity is unwavering—and it is precisely what you can expect from us.
FAQs
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We have experience advising many types of clients and situations, including:
Start-ups, from the concept stage and beyond
Small and medium sized local businesses
Large corporates, including multi-billion-dollar multinationals with global offices
Family offices
Executives and human resource organizations
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We offer a free introductory consultation to help you decide if we fit your needs. For client engagements there are several options depending on type of service provided and length of engagement. We look to grow with our clients; for those with limited budgets we are open to modified fee structures to help us partner with you for the long-term.
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While your CPA handles tax compliance and preparation with expertise, our advisory services focus on a strategic and comprehensive approach to achieving your business objectives. Drawing on experience in law, finance, and investment banking, along with leadership in strategic finance at the VP level, we offer insights that extend beyond traditional accounting. We work to align complex legal, financial, and investment factors to help optimize value creation, manage risks, and develop customized strategies designed for your long-term success. This supports a thorough and precise approach to creating solutions that complement the work of a CPA.
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At its core what we offer is “institution-grade”, high integrity advice. We say institution-grade as past clients were primarily large corporates with similarly large budgets or UHNW (ultra high net worth) families or institutional funds with sophisticated management. We have noticed that smaller businesses often don’t have access to this quality of advice, and larger businesses often pay for the overhead embedded in full-service firms, while being serviced by more junior personnel. We saw an opportunity to help address both challenges, leveraging our uniquely-broad experience alongside cutting-edge technology to provide holistic advisory services. We are not a replacement for accountants and specialized legal and tax advisors, but for important decisions we believe businesses of all types need stronger business-driven advice, and this is what we seek to provide.