Chelsis Financial

Our Clients are business owners that want to plan when to sell and exit, whether now or sometime in the next three years. The benefit can be significant. We enabling owners to better capitalize on years of hard work. We offer solutions in our engagements with business owners.


Our Clients want to improve borrowing power, attract strategic relationships or build business value to help fund retirement at some point in the future.

Leading To A Successful Exit Event

Strategic Guidance

Chelsis Financial provides strategic guidance for motivated business owners and professionals that desire to grow their business (or professional practice) in a way that will unlock potential value and opportunity. Clients realize up to 71% more value for added borrowing power, to create an environment to attract strategic interest or help fund future retirement. Why not get every penny you can?

Two Decades of Experience