Brought to you by Jose V Garza - Fractional CFO/COO
Operating Partner with 10+ years transforming B2B service companies
Access The Operating Clarity System for Free.
The $6-$60M Growth Blueprint
Investor-Grade Valuation Metrics Guide
Institutional Investor Readiness Scorecard
Strategic Options, financing and Exit Roadmap
90-Day Transformation Systems Starter Session
Institutionally Approved
Jose's guest lecture exceeded every expectation. His real-world case studies from securing over $100M+ in strategic funding gave our Executive MBA students insights they can't get from textbooks.
His knowledge of the Institutional Investor/ Private Equity investment criteria and the importance of “Unit Economics & Management Science” frameworks he shared are exactly what our students need to advance their careers in finance and strategy."
Alex S. –
Adjunct Professor University of Houston
"$20M to $30M"
Jose delivered complete operational transformation in just 90 days. His institutional-level reporting systems reduced our monthly close reporting by 10 days and increased our Leadership Team’s operational visibility. We were able to identify Pricing Increases and Operational efficiencies resulting in $40k of Monthly EBITDA. We maintained 100% business continuity during implementation and were able to stabilize our monthly cashflow needs. The metrics infrastructure he built is exactly what we needed to scale from $20M to $30M revenue.
Feral D. –
COO of BPO Contact Center
"We're now 15% more profitable"
"During our sales crisis - down 20% year-over-year - Jose secured over $100K in critical financing within 6 weeks and developed a recovery plan that got us back to profitability in 2 months. His financial clarity helped us identify $60K in cost savings we'd missed. We're now 15% more profitable than before the crisis."
Jeff. B. –
CEO InsureTech Business
Close Your Execution Gap:
Transform strategy into measurable results with institutional-grade systems
Uncover Hidden Growth Opportunities: Identify untapped revenue potential that strategic investors value
Break Free From Founder Dependency: Build a business that can scale beyond your personal limitations
Optimize Performance Without Disruption: Transform operations while maintaining what's already working
Create Your Strategic Options Roadmap: Position your business for multiple funding, partnership, or exit opportunities
Implement Quickly With Proven Methods: Apply the same framework that's created 20% growth for similar companies
While opening up access to capital funding and exits, and increasing cashflow & profitability
PRIVACY POLICY | EARNING DISCLAIMER | CONTACT US © COPYRIGHT 2025. ALL RIGHTS RESERVED.