Chelsis Financial


When you start a business, nobody is willing to invest more than you in its success. You’ve already worked a 40-hour week by Wednesday and, if you’re like most founders...(more)

Our mission is to make a measurable contribution to business value for business owners and professionals. 

Hidden Goals Of Smartest Owners


Family Succession

Before Signing

Are You Ready

Customer experience is the newest battleground in business. Let us show you how to harness best-technology in your business. If you are not using it, you should be considering it too. (...more)

Missing Element

Business Strategy

You may be years away from selling your business, but it’s never too early to understand what the process involves. If you have ever promised your child...(more)


Have you ever wondered what determines the value of your business? Perhaps you’ve heard an industry rule of thumb and assumed that your company will be worth about the same as (....more

Customer Experience

Most business owners count on the value of their business to improve borrowing power, attract strategic interest or help fund retirement at some point in the future.  (....more)

More Valuable Than Peers

A recent study found that among family-owned businesses anticipating an ownership change within the next five years, only 52% plan to keep the business in the family, down from  (....more)

What are your business goals for the year? If you’re like most owners, you have a profit goal you want to hit. You may also have a (....more)

Three Ways

Hidden Goals