Boca Raton, Florida · Independent advisory
The Lanam Group advises owner-led and mid-market companies on financial planning, capital structure, and the ongoing counsel that turns a set of numbers into a decision you can defend.
Practice —
Owner-led & mid-market Fixed-scope engagements Senior advisor on every file Independent, no commissionsMost businesses do not have a numbers problem. They have a decision problem the numbers were supposed to answer. We build the financial picture first, then work the decision alongside you.
01
A working financial model of your business — one you can actually run, not a static deck. Test a hire, a price change, or a new location before you commit to it.
02
Structuring the right side of the balance sheet. We model the true cost of available capital and prepare the financial package lenders and partners expect to see.
03
Senior financial counsel on a retained basis, for companies that need the judgment of a CFO without the fixed cost of one.
Engagements are bounded and specific, and the work stays owned by the people inside the business.
Step 01
Every engagement opens with a working session on your business, its operations, and the decision actually in front of you — before anyone opens a spreadsheet.
Step 02
We put the situation in writing: the problem, the constraints, the options, and their financial consequences. You approve the framing before work proceeds.
Step 03
We work alongside your team against a defined scope, timeline, and fee. You receive senior counsel and deliverables you keep and continue to use.
The Lanam Group serves businesses that have outgrown their bookkeeping but do not yet need — or want — a full-time finance department.
Every company's financial landscape is its own. That is why the work begins with listening and ends with something written: a model, a framing, a recommendation you can hold up to a lender, a partner, or a board and have it hold together.
“The number is rarely the hard part. Knowing which number the decision actually turns on — that is the work.”
Request a complimentary introductory consultation. We respond within one business day to schedule a thirty-minute call.