About Us

I’ve been where you are. I’ve grown and exited a business - I know the challenges that can cause lost sleep, hurt revenue, and make you privately wonder if entrepreneurship is worth it. We’re here to make all of this easier.

We’re not just advisors—we jump in and grab an oar. With embedded talent and a proven framework, we tailor solutions to your business — not off-the-shelf advice.

Financials lead the way - they’re a powerful north star, tool for driving impact and client value.

Our proudest achievement is when clients play back how their confidence has grown, their time has become more flexible, and their businesses are measurably growing.

— Caitlin Ferguson, Founder & CEO of COOPilots.io