About us
A strategy and finance advisory firm, based in Denver since 2012.
About us
Trusted by
220+ companies
Focused on owner-led firms
We work with businesses between $5M and $120M in revenue, so our advice fits your size and stage.
Finance and operations expertise
Our team brings CFOs, operators and strategists together to build plans backed by clear financial analysis.
A clear plan in four weeks
You receive a written plan by week four, followed by hands-on support to put it into action.
Pricing
Cash flow
Planning
Operations
Exit readiness
Our values
What guides every engagement
Four commitments that shape how we work with every client.
Data-driven advice
Every recommendation is backed by financial analysis, and you receive the full models behind it.
Senior expertise
The partner who scopes your project stays involved from the first meeting to the final handover.
Transparent pricing
Every project has a fixed fee, agreed in writing before any work begins.
Lasting results
We build your team’s ability to run the plan, so progress continues after our work ends.
Our team
Meet our partners and advisors
Every project is led by a partner, with an advisor on the day-to-day work.
Comparison
Vantage vs. a traditional consultancy
A traditional consultancy
Large firms are built for large clients, and smaller companies often get junior teams and open-ended fees.
Junior analysts do most of the work
Day rates that grow over time
A long report at the end
Leaves after the final presentation
Success measured in billable hours
Vantage
We focus on owner-led companies, so our team and our pricing fit the size of your business.
A senior partner on every project
One fixed fee, agreed upfront
A one-page plan by week four
Support through implementation
Success measured in margin and cash
Companies advised
Years of experience
Repeat clients
Senior advisors
Our approach
A clear three-step approach
Most engagements take ten weeks, with a written plan by week four and weekly progress reviews after that.
Assess
Weeks 1 to 3. We review your financials, interview your leadership team and identify the opportunities with the biggest impact.
Plan
Week 4. We agree on five or six priorities, each with a clear owner, deadline and target, all on one page.
Deliver
Weeks 5 to 10. We support your team through delivery, track progress every week and adjust the plan as results come in.
FAQ
Questions from business owners
Straight answers on cost, timing and how we work.
Still have questions?
Book a free 30-minute call with a partner.
