Strategic FP&A · Valuation · Analytics & BI — for owner-led companies, $1–20M

Know what your business can afford, what it’s worth, and what to do next.

Briggs Advisory Group builds the operating models, valuations, and command centers owner-led companies use to make their biggest calls — the rigor of a corporate finance department, on engagement terms.

Request a consultation Explore capabilities
The processEvery build plays as a two-minute, scroll-through film — valuation, FP&A, models, dashboards. See how it works →

How the firm operates.

The revenue band we build in
$1M–$20M

Owner-led companies in that band — operationally complex, with no in-house finance team.

Delivery Principal-delivered The person you meet is the person who builds — no hand-offs.
Focus Raise · Budget · Decide Built around your next big move.
Ownership Yours to keep Transparent models you own and can run.
Sound familiar?

You’re running a real business on numbers you can’t fully see.

No one is shopping for “FP&A.” You’re facing a decision. Choose the one on your desk — and see exactly what the firm builds for it.

A real budget and forecastFlat budgets make every month a surprise.

The build: a driver-based operating model — annual budget, rolling forecast, scenario toggles.

Build my forecast →
What the business is worthYou know it has value — you can’t defend the number.

The build: a defensible valuation range — DCF, market cross-checks, sensitivity tables, summary memo.

Discuss valuation →
A dashboard leadership can trustReports arrive late, disagree with each other, and get retyped by hand.

The build: a live Power BI command center built on clean, documented data plumbing.

Build my dashboard →
Cash runway, under any assumptionRevenue is up, but cash still feels tight.

The build: a cash-flow and runway model that answers “how long does cash last?”

Model my runway →
A raise, sale, or lender conversationThe other side’s analysts will stress-test everything.

The build: diligence-ready models and valuation support, every assumption documented.

Get raise-ready →
Monthly FP&A without the full-time hireNo one owns the numbers between board meetings.

The build: a monthly rhythm — actuals vs budget, variance causes, refreshed forecast, leadership call.

Set up FP&A support →
Built for your industry

Complex operations, owner-led, no finance team. That is the firm’s entire lane.

Briggs Advisory Group speaks the operating language — route density, unit-hours, deadhead, WIP — of businesses that outgrew their bookkeeping years before they could justify a finance department.

Aerial view of an endless suburban neighborhood at dusk, one service van alone on the routes SECTOR / PEST CONTROL Route density Growth scatters the routes. See pest control Rooftop HVAC installation left mid-job at night, work lamps still burning SECTOR / HVAC & MECHANICAL Quote → landed Quoted 45%. Landed 31%. See HVAC & mechanical Unmarked ambulance posted alone under a streetlamp late at night, engine idling SECTOR / EMS & MEDICAL TRANSPORT Unit-hours The posting plan outruns the revenue. See EMS & medical transport View from inside an empty semi trailer at dawn — hauling air SECTOR / LOGISTICS & TRUCKING Deadhead · detention Deadhead and detention leak silently. See logistics & trucking Unfinished rough-in hallway at dusk, work light still on, job frozen mid-progress SECTOR / PLUMBING & ELECTRICAL Work in progress WIP hides the truth until it’s late. See plumbing & electrical Empty clinic waiting room in the early morning, a row of chairs with no one in them SECTOR / CLINICS & OUTPATIENT No-show rate No-shows are a silent tax. See clinics & outpatient
Operating sectors

Not on the list? If the operations are complex and the decisions are weekly, the pattern holds — check your fit →

What you build

Finance built around your decisions.

Every engagement ends in something you own and can run — scoped to the decision in front of you, and delivered by the principal, start to finish.

Fixed scope, fixed fee — agreed before any work starts.
Watch a build →
Fixed-fee projectDriver-Based Budgeting & ForecastingA living budget and rolling forecast built on your real drivers — volume, pricing, labor — so you can test a raise, a hire, or a big move before you commit.See details & pricing → Fixed-fee projectBusiness Valuation & Exit-Readiness AnalysisA defensible range for what your business is worth — DCF plus market cross-checks, every assumption documented — for a raise, a sale, or a partner buyout.See details & pricing → Live command centerFinancial Analytics & BI Command CentersLive Power BI dashboards on one clean source of truth — performance, cash, and KPIs at a glance, instead of late, conflicting reports.See details & pricing → The whole function · monthlyFractional FP&A / Strategic FinanceThe discipline of a finance department, monthly, without the full-time hire — planning, variance, KPIs, and a standing call to steer your next move.See details & pricing →

Most finance help stops at a file. This ends in a decision.

The rigor of a corporate finance department, delivered by one accountable principal, and wired so every engagement runs the same way: your real inputs in, a transparent core, a decision out.

See what it builds →
Drivers inBuilt from how you actually make moneyVolume, pricing, labor hours, conversion — modeled from your operations, not “last year plus 10%.”
Transparent coreEvery number traceable to its sourceNo black boxes. Your CPA, your board, or a buyer’s analyst can follow every formula back to the data.
Decision outA fixed scope, a fixed fee, a clear callPriced in writing before work starts, and scoped to end in a decision you can act on — not a file.
The method

A clear path from question to decision.

01

Diagnose the decision

A short call about the decision on your desk — the raise, the budget, the number you need to trust.

15-minute call
02

Gather the data

Financials, payroll, and operating exports reviewed — then you get a written scope and a fixed fee.

Scope in 24–48 hrs
03

Build

The model, valuation, or dashboard — built transparently from your drivers, with check-ins along the way.

1–3 weeks, by scope
04

Walk through the recommendation

A clear recommendation and a live walkthrough — then retain the firm to keep it current, or run it yourself.

Yours to keep

Every step above plays out on screen — watch a build as a film →

The deliverable

See what lands in your inbox.

Every engagement ends in an artifact you own and can drive yourself: a driver-based model, a valuation, a live dashboard. Documented, auditable, and yours to keep.

The deliverables · models · valuation · BI Illustrative

Illustrative: representative structure and figures, not a client model. Every real build is documented, auditable, and yours to keep.

Step inside the command center → Drive a live model →
Engagement terms

Fixed fees. In writing. Before work starts.

No hourly meters, no surprise invoices. Senior-grade work at the floor of the specialist market — and every build is yours to keep.

Project builds · one-time, fixed fee
Business ValuationA defensible value range — four methods, documented, walked through.
Decision-grade valuation; valuation + operating-model bundle at $6,900.
from $4,500
Full detail →
Operating ModelA CFO-grade 3-statement model on your real drivers.
Raise-ready build at $5,900; model kept current from $350/mo.
from $3,900
Full detail →
Command CenterLive Power BI dashboards on one source of truth.
Full command center at $5,900; care plan from $450/mo.
from $2,900
Full detail →
The ongoing partnership Recommended
Fractional FP&AThe monthly finance partnership — the model kept current, dashboards refreshed, variance causes named, and a monthly leadership call.
from $2,450/mo
A fraction of an $85,000+ full-time hire. Setup month $2,900 · growth tier $3,450/mo
Full detail →

Every engagement is scoped to a fixed fee in writing before work starts. Formal tax, litigation, or certified-appraisal engagements are separately scoped — and if a build isn't the right fit, the firm will say so in the first call.

Seth Briggs, founder of Briggs Advisory Group
Seth Briggs Founder · Principal FMVA® · FPAP™ — Corporate Finance Institute
From the founder

The person on the other end of the numbers.

I’m Seth Briggs — I founded Briggs Advisory Group because owner-led companies kept getting handed reports when what they needed were answers. My favorite part of this work is sitting down with an owner, pulling a messy question apart, and building the machine that settles it.

When you engage the firm, you get me — my models, my direct line, my full attention — until the decision is made. Everything on this site is work you can open, inspect, and question. Bring me a hard problem. That’s the fun part.

Seth Briggs
Founder & Principal · Briggs Advisory Group
Do you replace my CPA or bookkeeper?
No. Your CPA handles tax and compliance; your bookkeeper records what happened. The firm’s work is forward-looking — FP&A, modeling, valuation analysis, dashboards, and decision support. It sits on top of clean books and alongside your existing team.
What data do you need?
Typically 2–3 years of financials (P&L and balance sheet), current interim numbers, payroll summaries, and any billing or operations exports. QuickBooks and Excel exports are fine — cleanup is part of the build, not your homework.
How do fixed-fee projects work?
After a short diagnostic call and a data review, you get a written scope with a fixed fee — before any work starts. No hourly meters, no surprise bills. If the scope changes, the fee changes in writing first.
Is this a formal certified business appraisal?
No, unless separately scoped with the appropriate professionals. Standard valuation analysis is designed for planning, capital raising, buy/sell discussions, and internal decision support — not tax, litigation, or fairness-opinion use.
What do engagements cost?
Every engagement is a fixed fee, agreed in writing before any work starts: driver-based operating models from $3,900, business valuation analysis from $4,500, Power BI command centers from $2,900, and monthly FP&A partnership from $2,450 a month. For context, a fractional CFO typically runs $3,000–8,000 a month and a full-time analyst $85,000+ a year — this work is priced at the floor of the specialist market, and every build is yours to keep. The full menu is on each service page and in the pricing section above.
Do I own the model?
Yes. The deliverable is yours — file, documentation, and all — unless otherwise stated. No black boxes, no proprietary lock-in, no dependency on the firm.
Start here

Bring one financial decision. Leave with a clearer path.

The consultation is free and takes 15 minutes. We’ll identify the decision, the numbers required, and the cleanest path to a model, dashboard, valuation, or FP&A rhythm.

1Send one decisionThe raise, the budget, the number you need to trust.
2A 15-minute callWe pinpoint the decision and the numbers it needs. No pitch.
3A scope, or a straight answerA fixed scope and fee in writing, or an honest “not the right fit.”

One accountable analyst, credentialed by the Corporate Finance Institute (FMVA®, FPAP®). Every build documented, and yours to keep.

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seth@briggsadvisorygroup.co (903) 203-7060 LinkedIn Dallas–Fort Worth, Texas