Our Solutions

Create value X, and capture Y% of it - we help you maximize both.

To help our companies and founders in a rapidly changing world, we must continuously innovate and extend our capabilities. From cloud and artificial intelligence, to sustainability, change acceleration and more, our open ecosystem allows us to serve as end-to-end impact partners for our companies.

Want to go off the track?

Your Business Isn't Cookie-Cutter. Neither Are We.

Create your ideal combination of financial and revenue operations, delivered by our team who've built and sold 9-figure companies.

Fractional CFO

FP&A, Strategic Finance, Forecasting, and Budgeting.

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Bookkeeping & Accounting

Weekly Close, Tax Prep, Payroll, and GAAP Compliance.

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Investment Banking

Valuation, Due Diligence, Deal Structure, and Negotiations.

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Hubspot Implementation

Setup, Migration, Workflow Automation, and Training.

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Data Engineering

ETL Pipeline, Data Warehouse, Analytics, and Dashboards.

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For Founders, From Founders

We're operators, not consultants.

We've built and sold multiple 9-figure companies. We have also lost companies and our dreams. The failures always happen because - finance and revenue teams working in silos.

So we created what we wished we had: one unified team of finance and revenue experts delivering measurable results every week. That’s what makes a durable company.

Our Track Record Since 1998

240+

Portfolio Companies

$200m+

Raised over the Last 12 Months

100+

M&As Transacted

IPOs

What our founders are saying.

“If you want to sleep better at night, hire Phoenix Strategy Group.”

Patrick Wallain

Founder / CEO, ABLEMKR

“PSG and David Metzler structured an extraordinary M&A deal during a very chaotic period in our business, and I couldn't be more pleased with our partnership.”

Lauren Nagel

CEO, SpokenLayer

“PSG saved my dream. They helped us get our financials in order and renegotiate our lending agreements, pulling us through a tough financial crunch.”

Norman Rodriguez

Founder / CEO, ElevateHire

“As our fractional CFO, they accomplished more in six months than our last two full-time CFOs combined. If you're looking for unparalleled financial strategy and integration, hiring PSG is one of the best decisions you can make.”

David Darmstandler

Co-CEO, DataPath

“Hire PSG if you want to make your life easier and have accurate data.”

Michael Mancuso

CIO, New Law Business Model

“As a home service business owner, understanding complex financials and Unit Economics always seemed overwhelming—until we started working with Phoenix Strategy Group.”

Rob Mulvin

Founder / CEO, All Pro Shade

How it works

Proven Process, Predictable Growth

From Numbers to Narrative

During the onboarding, we dive deep into your company's story through its numbers, uncovering hidden strengths and untapped opportunities that will shape your path forward.

System Setup

We process your data to create key metrics and financial models that help you understand the performance and position of your business.

Engineering Your Victory Plan

Using historical data, we build a forecast and establish realistic, actionable targets for the company, aligning growth strategies with financial goals.

Getting Everyone on Board

We align every department through clear KPIs and weekly check-ins, transforming your company's vision into daily actions that every team member can own and champion.

Review, Refine, Win

Weekly tracking, monthly planning. Every cycle moves your numbers up.

Our Solutions

Your Business Isn't Cookie-Cutter. Neither Are We.

Fractional CFO

Bookkeeping & Accounting

Investment Banking

Hubspot Implementation

Data Engineering

For Founders, From Founders

Our Track Record Since 1998

How we engineer your business.

What our founders are saying.

Patrick Wallain

Lauren Nagel

Norman Rodriguez

David Darmstandler

Michael Mancuso

Rob Mulvin

Proven Process, Predictable Growth

From Numbers to Narrative

System Setup

Engineering Your Victory Plan

Getting Everyone on Board

Review, Refine, Win

Great team + clear metrics = your freedom

Get the systems and clarity to build something bigger - your legacy, your way, with the freedom to enjoy it.