OBSIDIANBUSINESS PARTNERS

CFO-level financial leadership for growing small businesses

Obsidian Business Partners gives manufacturers and entrepreneurs the senior finance talent that growth demands, at a fraction of the cost of a full-time hire.

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Our Mission

Small businesses reach a critical inflection point around $25MM in revenue. Growth outpaces the finance function, and stronger financial talent is needed that has not been budgeted before.

Obsidian Business Partners provides CFO-level talent to help owners navigate the challenges that come with this stage of growth. We also help entrepreneurs formally structure and start their businesses, with formation and accounting setup, so they understand their business from day one.

What We Do

Fractional CFO-Level Leadership

  • Forecasting, financial modeling, and cash flow management
  • Profitability analysis and monthly management reporting
  • Capital strategy and lender readiness
  • A retained advisory role at a fraction of a full-time hire

Operational Finance and Collateral

  • Asset-based lending and collateral reporting
  • Financial and collateral audit leadership
  • Floor-to-finance process design and a faster close
  • Physical inventory reconciliation and variance analysis

Business Formation and Setup

  • LLC formation and EIN
  • Business banking and QuickBooks setup
  • Ongoing bookkeeping and monthly reporting
  • Clear financials so owners understand their business

Who We Serve

Manufacturers and growing small businesses near the $25MM revenue mark, and entrepreneurs starting out who want their business structured and their books set up correctly.

How We Work

DiagnoseA focused review of your numbers, processes, and the decisions you need to make.
BuildReporting, forecasts, and processes that give you reliable information, faster.
AdviseA long-term, retained advisory relationship as your business grows.

About Josh Lee

Josh Lee founded Obsidian Business Partners to bring senior finance leadership to businesses that have outgrown their bookkeeper but are not ready for a full-time CFO.

MBA, Wake Forest University
B.S. Finance and Banking, cum laude, Appalachian State University

Track record

  • Proven leadership in reducing days to close, from 15 days to 5 across a six-entity group
  • Multi-entity financial and accounting experience, including consolidated financials across multi-state operations and collateral reporting

Contact

Tell us where your business is today and where you want it to go. We will set up a short conversation to see whether we are a fit.

josh@obsidianbusinesspartners.com