Palmer’s Strategic Advisors

Palmer’s Strategic Advisors is a trusted financial partner for small and mid-sized businesses, delivering clarity, structure, and strategy that fuel long-term growth. Our tiered suite of services is designed to meet business owners where they are—whether building a strong financial foundation, improving operations, or preparing for the next big milestone.

Our Services Include:

• Tier 1 – Diagnostic Services

  • Financial Health Assessments

  • 13-Week Cash Flow Forecasting

  • KPI Scoreboard Lite (7 profit + 7 cash drivers)

  • Bookkeeping Catch-Up Projects

• Tier 2 – Core Finance Operations

  • Fractional Controller Services (month-end close, GAAP reporting)

  • Budgeting & Rolling Forecasts

  • Pricing & Margin Analysis

  • Financing Support (debt & capital prep)

• Tier 3 – Strategic Growth

  • Scenario Modeling & Strategic Planning

  • M&A / Exit Readiness

  • Fractional CFO Advisory (scoreboards, forecasting, leadership reviews)

• Tier 4 – Advisory Enhancements

  • Custom Dashboards & Automation

  • Board Reporting Packs

  • Workshops & Team Coaching

With Palmer’s Strategic Advisors, businesses gain more than accurate numbers—they gain the confidence, clarity, and strategic partnership needed to make informed decisions, optimize profitability, and accelerate growth.