Strategic Consulting Services

Strategic Consulting Service

Many successful middle-market companies reach a point where they require C-suite-level financial guidance to navigate growth and manage complex challenges, as well as financing expertise.

Our Strategic Advisory service is designed to fill that gap. Wise Consulting Group provides ongoing, high-level strategic support and financial leadership, acting as a dedicated partner integrated with your leadership team. To ensure a deep and focused partnership, this exclusive service is limited to a select number of companies.

 Your On-Call Strategic Consulting Partner

As part of our retainer services, we provide a comprehensive suite of financial advisory
and consulting support tailored to your specific needs. Key offerings include

Comprehensive Bank & Financing Review

We conduct a thorough analysis of your existing banking relationships, debt structures, and covenants to identify opportunities for cost savings and improved terms.

Performance Monitoring & Review

On a monthly and annual basis, we review your financial performance against the established plan, providing insights and actionable recommendations to the C-suite and senior officers.

Strategic Financial Planning

We assist your team in the development of detailed monthly financial plans and annual projections, creating a clear roadmap for your company's financial future.

Expert Guidance on Capital & M&A

We provide invaluable buy-side and sell-side guidance when your company is considering a major transaction.

Turnaround & Special Situation Support

For companies facing financial distress or unique operational challenges, we offer expert, hands-on support to stabilize the business and guide it toward recovery.

On-Demand Decision Support

We act as your responsive advisory partner, offering support to address urgent financial queries or critical business decisions as they arise

A Trusted Partner for Critical Decisions

  • George T., CEO

    What stood out most was their commitment to finding a financing solution that was tailored to my specific needs and goals. Thanks to Wise Consulting Group, I was able to secure the necessary funding with favorable terms that will greatly benefit my business. I have no hesitation in recommending them.

    ⭐⭐⭐⭐⭐

  • Mike L, CEO

    When I needed to seek new financing options in a difficult market, I reached out to John. I felt very comfortable working with him during a stressful time... he helped me remove the personal from the process. It's good to have a strong ally in your corner; John delivered.

    ⭐⭐⭐⭐⭐

Is This Service Right For You?

Our Retainer & Fractional CFO service is ideal for:

Privately-owned, middle-market companies that need seasoned financial expertise but do not have a strong or dedicated CFO.

Businesses preparing for a major transaction (capital raise, sale, acquisition, or a significant financing need) in the next 1-3 years.

Leadership teams seeking an objective, outside perspective to challenge assumptions and validate strategic direction.

Companies navigating periods of significant growth, change, or financial distress.

Businesses in need of a new bank or non-bank financing source

Ready to Navigate Your Next Move?

Whether you are contemplating a once-in-a-lifetime transaction or seeking a long-term strategic partner, the first step is a confidential conversation.