The Process
How Green Mountain works
Three phases. Every engagement starts with a 2-day onsite before any monthly work begins.
We fly to you for a 2-day onsite. Day 1: full P&L walkthrough, cash flow audit, team interviews. Day 2: dollar signs on every red flag. Within two weeks you receive a complete financial picture and prioritized action plan.
- 13-week cash flow forecast
- 12-month financial plan with scenario modeling
- Dollar-denominated findings report
- Prioritized action plan ranked by impact
We become the financial operating system for the business. In every major decision going forward — not just monthly reports.
- Monthly P&L, cash, and forecast reviews
- Quarterly strategic sessions
- Contribution margin model before every hire
- Capital stack analysis before any financing
- Payback analysis before ad spend increases
Once the foundation is in place, we shift to offense. Every deal runs through the same stress-test framework used in onboarding.
- Bolt-on acquisition targeting and evaluation
- S-Corp optimization, R&D credits, QBI positioning
- Structured credit, SBA financing, banking relationships
- Capital sequenced at lowest cost without unnecessary dilution
Ready to see if there is a fit?
Take the assessment first. If your business qualifies, we schedule the discovery call.