Increase the Value of Your Business

You have grown the business. Now it's time to grow its value. Whether you are 2-5 years from an exit, looking to grow through M&A, or simply looking to improve your cashflow - Rizvi Financial can bring financial clarity and direction.

Do these concerns sound familiar?

- You are unsure how investors or lenders view your business- You are not using your financials to make forward-looking decisions- You have visibility into past performance, but not into future cashflow- You are uncertain what changes will actually move the needle on value- Big financial decisions feel more like guesses than strategyIf any of this resonates, you’re not alone.Most business owners have strong instincts and a solid handle on operations—but lack the financial clarity and strategic guidance to fully unlock the value of their business.That’s where we come in.

Looking to sell in a few years?

Most advisors show up after the decision is made.We start now.

As an M&A investor myself, I have assessed hundreds of businesses and acquired dozens. Teams I led created and executed value creation plans to improve the cashflow of our acquired businesses. I was not just an advisor on the outside of the transaction, I was the investor myself responsible for the returns generated by my decisions.I know what buyers value and what they penalize. That perspective shapes everything we do.

1. Assess your business through the eyes of a buyer

2. Uncover red flags and highlight key value drivers

3. Set clear, strategic goals to hit before selling

4. Build a roadmap from today to your exit

5. Design a financial and operational improvement plan

6. Serve as your trusted, long-term partner

Not looking to sell yet?

We can help you:- Improve profitability and create flexibility- Reduce debt and increase margins- Identify tangible operational improvements to improve growth- Assess large investments to identify risks and opportunities- Feel confident in your decisions and for the future

Ok, that sounds great - but what do you actually do?

Accountants and bookkeepers tell you where your money went. As your Advisor and Fractional CFO, I help you decide where it should go next.We bring a value-creation mindset to everything we do—not just forecasting and reporting, but helping you make real operational improvements that drive cashflow, profit, and long-term value.Here’s what to expect when we work together:

  • Strategic Goal Setting – Define clear business goals (1-year, 3-year, and 10-year)

  • Forecasts & Financial Models – Create projections to align with your growth plans

  • Operational & Tactical Improvements - Identify and implement changes to improve margins, reduce costs, optimize pricing, or streamline operations.

  • Month-to-Month Guidance – Regular calls to review progress, adjust tactics, and troubleshoot issues

  • Executive-Level Accountability – A partner to help you stay focused, make decisions, and move forward

  • Real-Time Pivoting - We don’t just make a plan and walk away—we evolve with your business and help you navigate change.

It’s not just reports and dashboards—it’s ongoing financial strategy that moves your business forward.

A Partnership Aligned with Your Needs

We partner with established small and mid-sized businesses that need high-level financial expertise without the cost of a full-time CFO. Our clients typically:→ Generate $5M–$30M in revenue
→ Are looking to improve the performance of their business for:
-- Successful sale of their business in 2-5 years
-- Growth through acquisitions
-- Raising capital or debt
-- Better financial visibility and controlWhether you're growing, stabilizing, or preparing for a sale, we provide the financial clarity and expertise to help you succeed.

An Investor's Lens to Strengthen and Maximize Business Value

My experience ranges from making multi-billion dollar investment decisions at some of Canada's largest companies to building finance teams at scaling startups

  • 15+ years in M&A, finance, and strategy

  • Former Vice President of M&A at Constellation Software, one of the world’s most active buyers

  • Senior roles at large companies and fast-growing startups

  • Built and scaled an education business of my own

Ready to Get Started?

Schedule Your Free Consultation with Rizvi Financial

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