About Us

Our personalized service provides a comprehensive consultation experience.  We begin by identifying deficiencies and  exploring opportunities aligned with management objectives.  An achievable project plan is developed complete with  timelines and a detailed cost analysis. At every step, we partner for lasting success.  

As an integral part of a cross-functional leadership team, we strive to be a collaborative business partner providing financial guidance, operational expertise, leadership and strategic business analysis. We specialize in structuring financials to secure lending facilities to match the companies needs. Our consulting approach provides direction on creating effective operating procedures, dynamic sales processes, and manageable budgets. Advice on fraud prevention, insurance, risk management, and talent acquisition reinforce our assessment.  Additionally, we act as the liaison with financial institutions to promote your interests. 

We take the time to understand your company’s needs to create a customized solution.

• Provide insights on both strategic and operational matters adding clarity and accountability to the planning and implementation process 
• Lead the development and execution of strategic planning efforts and ongoing budgeting cycles 
• Conduct key business analyses, assess growth opportunities, and provide recommendations on the investment, reallocation and reduction of resources 
• Ensure the achievement and continuous improvement of key financial and operating metrics
• Implement organizational systems analysis and change management program
• Structure and secure complex lending facilities to restructure and finance growth 
• Act as a financial advisor to all departments ensuring optimal cash flow management to support business operations 
• Proactively manage performance and growth providing leadership training and coaching specifically tailored to the individual or department 
• Specialized business assessments and impact evaluations leveraging a variety of tools and methods
• Deliver business continuity planning, risk assessments, operational sustainability and emergency preparedness

Brian Farnam is an accomplished financial strategist with over 20 years of experience in finance, business development, and operations. He has advised many leading small businesses in Southern California and has been a prime driver in their growth. 

He has an extensive background developing sales platforms, establishing strategic direction, starting new businesses, reorganizing existing businesses, securing appropriate lending and assessing developmental needs. 

After a successful career in banking, Mr. Farnam was recruited to provide financial leadership. He received his Bachelor of Arts degree in Industrial Relations from McGill University and his Master of Arts in Psychology from Pepperdine University.