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All of Our Clients Know Their Job Costs. In Real Time.
We're construction-specific CFOs, controllers,
and bookrunners, complemented by project
management software experts, succession
advisors, capital-raising deal makers and peer group facilitators. We serve our homebuilder,
remodeler, real estate developer, and
small- to mid-sized commercial general
contractor clients on a fractional basis, enabling each to enjoy the benefits of a best-in-class back office without incurring the overhead expenses that come with full-time employees.
CONSTRUCTION CFOS, CONTROLLERS & BOOKRUNNERS
PROJECT MANAGEMENT SOFTWARE EXPERTS
SUCCESSION ADVISORS
CAPITAL-RAISING RAINMAKERS
PEER GROUP FACILITATORS
Hello. It's Great to Meet You.
Please Tell Us How We Can Help.
HELP US MANAGE & GROW
Our fractional CFOs do more than read your financials.
They interpret, challenge, and translate them into a clear picture of not only where your business stands but, equally important, where it's likely headed in the short, mid, and long terms, and where it could go given varying scenarios. No more running your business
on gut feelings and QuickBooks reports you're not entirely sure you can trust.
HELP US CONTROL JOB COSTS
Our fractional bookrunning teams maintain forecasted outcomes in real time, as your jobs and projects progress. WIP, actual vs. budget, remaining cost to complete, project-specific P&Ls, and a short list of other relevant course-of-construction reports enable you to keep your finger on the pulse of your jobs and projects in real time. Say goodbye to autopsies, conducted after rigor mortis has set in and it's too late to administer CPR.
HELP US WITH SOFTWARE
Our fractional software experts have experience working in more construction-centric platforms than most contractors knew existed. That means we know which ones are worth your time, which ones aren't, and which ones only work if they're set up correctly from day one, which most aren't. We'll match you to the right platform for your size, workflow, and budget. And we'll implement it and train your team to ensure the adoption sticks.
HELP US PLAN A SUCCESSION
Our succession advisors guide homebuilders and contractors through their exits - ESOPs, EOTs, seller-financed deals. We know which structures hold up, which ones unravel, and which ones only work if the right operational and financial infrastructure is in place from the start, which it often isn't. We'll help you find the right path for your goals. And we'll stay involved after closing to make sure you actually get paid.
YOUR
BOOKS
ARE OUR
BIBLE
We intimateluy understand construction accounting.
Job costing, WIP reporting, draw schedules, retainage, over/under billing, project-specific P&Ls . . .we live in
these numbers every day so you don't have to.
We're construction-specific CFOs, controllers, and
bookrunners who know the difference between a
balance sheet that looks healthy and one that actually
is. We work on a fractional basis, which means you get
the expertise of a best-in-class back office without the overhead of full-time employees. No guessing at your
margins. No surprises at tax time. And no discovering
at the end of a job that the math never made sense in
the first place.
What you get instead are clean books, real numbers,
and a team that stays close to your financials. So close
as to be able to tell you what's coming before it hits
you (now that's close!).
SOFTWARE IS OUR SALVATION
We speak fluent software. Buildertrend, Procore,
CoConstruct, QuickBooks, Acumatica, and more. Although
we sometimes must ask Brian, our Super Smart Computer
Guy, to rescue us, we've worked in it all and we'll work in
whatever you've got (Sligo Aspel, a Spanish language
platform widely used in Mexico, holds the record for the
craziest thing we've had to learn our way around).
We're platform agnostic and we'll use whatever tool gets
the job done in the most cost-effective, efficient way.
But we definitely have our favorites. And the occasional full-blown crush. For example, we're currently smitten with the new Intuit Enterprise Suite Construction Edition. It's new, wicked smart, and purpose built for the construction industry. It solves many of the frustrations we'd come to begrudgingly accept from being daily power users of QuickBooks Online.
We're not saying this crush is serious, but (wink) we're
actively clearing space on our desktops for it.
SWAN SONGS
ARE OUR
SCRIPTURE
Succession planning for homebuilders and general contractors is complicated. Valuations, deal structure, financing, management transitions. We know what it takes to make a deal happen. Equally important, we know what it takes for a deal to succeed once the business has been changed by the one thing no one thinks about enough: the cultural void left by the founder's exit.
Perhaps you're considering creating an ESOP. Or selling to a key employee. Perhaps you're considering carrying a note and taking your money over time. All of these can be exactly the right move. Or they can be recipes for disaster.
We specialize in succession plans that don't end at closing. Succession plans that, by focusing on the continued success of your business post-sale, work to keep you whole from the day you hand over the keys to the day you receive your final check.
We'll help you structure and close the deal you want. And then — and here's where we differ from the others — we'll stay involved, serving as the company's fractional CFO in a role you stipulate as a condition of sale, expressly designed to ensure you get paid in full. No awkward conversations about missed payments.
And no scenarios that end with you having to return to reclaim and run a business you thought you'd exited.
Your swan song deserves a standing ovation. We're here to help you earn one.
COLLABORATION IS OUR CALLING
There are many reasons why the most successful
homebuilders, remodelers, real estate developers, and
commercial general contractors sit in peer groups.
But the most compelling reason, we think, is because
the smartest guy in the room is rarely one person.
Our Mastermind Peer Group Program is where smart
group think happens. Roundtable discussions, structured
accountability, guest speakers, benchmarking, and best
practice sharing. We facilitate epiphanies by designing
collaborative events that work best for your group. And
we do this by calling together curated groups of non-
competing homebuilders, remodelers, real estate
developers, and commercial general contractors
who are each and all serious about being the best
managers they can be and who each aspire to run the
best-managed companies they can run. Leaders who are
honest about their numbers and who are willing to be
both vulnerable enough to ask for help and gracious enough
to freely give it.
And, yet, at the end of the day here's the harsh reality: yes,
we're good at what we do but, fact remains, the most
valuable aspect of a well-run peer group isn't the agenda.
Or the vacation resort where the meeting happens. No, it's
the person sitting across the table from you who's already
dealt with and solved the problem you're losing sleep over.
As for that, as for the people involved in our programs,
this is where we excel over all of the others.
CAPITAL
IS OUR
COVENANT
We're capital savvy. Construction loans, bridge financing, mezzanine debt, Reg D offerings, joint ventures, public-private partnerships . . . we've structured them all and we'll structure whatever your deal requires. We maintain
relationships with multiple reliable, reputable capital sources and we'll call on whichever one(s) gets your project funded on the best possible terms.
That said, we definitely have our preferences. We like patient capital. We like lenders who understand
construction draws. And we have no patience for term sheets that look great on page one and then go on to reveal their true intentions on page two. And page three.
And twice on page four.
Can't get those into the shredder quickly enough.
We bring to the table decades of experience placing debt and raising equity for residential and commercial
construction projects. And deep relationships with capital sources who actually understand how construction works.
Customer Testimonials
What a Few of Our Clients Say:
SETH HABBEN
Chief Executive Officer
We brought AVG in to help us implement
new software, but they quickly became
much more than a software and
accounting partner. Their
expertise, guidance, and
daily support has played a
critical role in our turnaround
and continues to help us make
better decisions every day. They
have since become a trusted extension
of our leadership team and an integral
part of our success. We're grateful for their
partnership and we recommend them without hesitation.
"AVG helped save
our business - it's as
simple as that"
Client Since:
General Ledger Software:
Project Management Software:
2024
Intuit Enterprise Suite
Buildertrend
Business Specialty:
Business Classification:
Contracted Services:
High End Residential Remodeling
Residential Homebuilders & Remodelers
Sage 100 > Intuit Enterprise Suite Software Conversion
Fully-Outsourced Back Office w/Buildertrend Training
Remodeler Mastermind Peer Group
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