Expert Consulting & Broker Services

  • Are you buried under the weight of past financial data, leaving little time for future planning?
  • Do cash flow concerns keep you tossing and turning at night?
  • Are you in need of additional funding to fuel your business growth?

Look no further than NorCal Business Advisors. As an integral part of your executive team, the CFO bears your organization's primary fiduciary and financial responsibility. From strategic financial guidance to in-depth analysis, a CFO can alleviate these challenges, ensuring your business thrives in the ever-evolving landscape.

Layer 9616 (1)

Strategic Finances

At NorCal Business Advisors, we specialize in Analysis, Strategy, and Execution, driving the acceleration of your business growth. Our team of independent consultants is deeply committed to maintaining the highest standards of business consulting services, integrity, and ethical practices. We understand that truly understanding your business's financial health goes beyond mere numbers. It requires asking the tough questions and guiding you through crucial decisions that propel your business forward.

Exit Planning

You've poured your heart and soul into building your business. Our Exit Planning Solutions are here to safeguard your efforts and results. A well-crafted exit strategy is a cornerstone of any comprehensive business plan. However, many business owners become so entrenched in day-to-day operations that they neglect planning for their eventual departure – safeguarding their assets and legacy. At NorCal Business Advisors, we collaborate with you to develop a long-term exit strategy that aligns with your vision and goals.

Optimize Your Business

Embark on a journey to optimize your business with a complimentary consultation from NorCal Business Advisors. Our services are meticulously tailored to meet the unique needs of your business, drawing upon over 50 collective years of financial, operations, and business ownership experience.


Business Analysis

  • Financial analysis
  • Operations review
  • Gross profit optimization
  • Risk management

Plan Execution

  • Cash management
  • Working capital management
  • Raising capital
  • Financial reporting and controls

Business Strategy

  • Strategic planning
  • Financial planning
  • Establishing pricing policies
5 (1)

Contact Us

At our firm, we prioritize active listening and probing questions. As your strategic business partner, we're dedicated to understanding your needs deeply. Reach out today to begin a collaborative journey toward your business goals.