To know clients deeply and be a reliable connector to the resources they need
For our Sherpa teams, this is core to our mission and values. We invest our time into developing strong relationships with other advisors, in order to connect our clients to the resources they need for their businesses to thrive and grow.
Do you share our vision for a community of trusted advisors committed to the economic growth of businesses in your area? If so, let’s be intentional about getting to know each other and building a Partner Community together.
In each community in which we operate, our local Area Presidents and CFOs seek to build a vibrant, trusted, and collaborative community of abundance-minded professionals who share our commitment to placing client success first. To find a Sherpa team in your region, please visit Our Team.
Like FocusCFO, a number of partner organizations operate across multiple regions or nationally. While these relationships often start at the firm level, successful relationships develop on the local level: fostered by the willingness and effort made by the respective local teams working together to build their individual communities.
We seek to develop multi-disciplinary Partner Communities with: Bankers (business/ commercial), wealth advisors, other fractional executives, business/ organizational coaches, CPAs, bookkeepers & accountants, attorneys, estate & tax planners, CEPAs and other exit planners, valuation experts, M&A advisors, business brokers, insurance advisors, HR & benefits consultants, sales & marketing, IT consultants, and more.
Our collaborative approach to helping you and your clients
We work to help you address your client’s unique financial needs from a CFO perspective. Our goal is to enhance and support the work being done by trusted advisors to improve client outcomes, like enhanced operations, better cash flow, and increased revenue.
We like to think of ourselves as a person on the inside – embedded in the leadership team and keeping the transformative work needed to build value at the forefront.
Our team of CFOs and Area Presidents share a commitment to putting clients’ interests first, earning trust, and building long-term relationships. Our average engagement with a client is 5+ years.
- Join a peer group
- Hire a coach or guide
- Implement a business operating system like Pinnacle or EOS
- Hire a CFO, fractional or full-time