Best-Fit
Financial Solutions For Your Growing Business
If you’re tired of paying big prices to the big firms and have outgrown your in-house bookkeeper, our best-fit financial solutions provide you with the same array of complex and advanced financial services you expect from the big firms. We also offer something the big firms do not: full service accounting, capital raising, M&A advisory, and CFO services, all under one virtual roof. At Vantage Financial, you will receive unparalleled customer service that you won’t find elsewhere.
Mergers & Acquisitions
Sell Your Business
Grow By Acquisition
Valuations
Clean Up Your Books
CFO Services
Market-Based Research
KPI Development
Financial Planning
Budgeting & Forecasting
Cloud Accounting
Payroll & HR
Tax Return Prep
Day-To-Day Bookkeeping
Payables And Receivables
Achievements
in the past 12 months
Capital Raising
We have secured or are finalizing securing $540 million in debt and equity placements.
Mergers & Acquisitions
We have provided sale-side advisory of a $24 million transaction for a large industrial space.
CFO Services
We built and scaled a profitable real estate portfolio for a growing asset management group.
Cloud Accounting
We have taken one of our clients from having folders of receipts and statements to building out their finance and tax department by implementing a fully automated solution.
Creating Your Startup Business
We help you see the world differently, discover opportunities you may never have imagined and achieve results that bridge what is with what can be.
Accounting & Finance
A great corporate strategy combines five elements: a bold yet realistic ambition, a carefully considered portfolio.
Management Skills
A great corporate strategy combines five elements: a bold yet realistic ambition, a carefully considered portfolio.
Business Planning
A great corporate strategy combines five elements: a bold yet realistic ambition, a carefully considered portfolio.
We Champion the Bold to Achieve the Extraordinary
Financial Services
We help financial institutions, from banking and insurance to wealth.
Government Services
We help financial institutions, from banking and insurance to wealth.
Consumer Products
We help financial institutions, from banking and insurance to wealth.
Airlines & Transport
We help financial institutions, from banking and insurance to wealth.
Natural Resources
We help financial institutions, from banking and insurance to wealth.
Private Equity
We help financial institutions, from banking and insurance to wealth.
Team Leaders of Company
We learn and grow with your firm, offering solutions that fit with your busy schedule while providing a single point-of-contact who will coordinate among our team of experts on your behalf.
Mary Flynn
CHIEF TECHNOLOGY OFFICERMonica Black
CHIEF COMMUNICATION OFFICERPeter Perish
CHIEF BUSINESS PROJECTWe have successfully secured $9.7Million in debt placements in the past/last 12months
trusted
clients
finished
projects
years of
experience
visited
conferences
What People Say About Us
“Teresa and her team set up my business for me, including establishing my LLC and EIN and registering my business with federal, state and local agencies. I don’t have the time to figure out everything that’s required, let alone how to do it. Vantage Financial handled everything seamlessly with minimal time from me. I recommend them to every business owner I know.”
Maria G.
Vantage Financial Client" When it comes to financial infrastructure, Vantage Financial is second to none. They helped me build my organization's finance department when I got started in business, and have been doing my taxes ever since. They are my go-to financial professionals, I can't recommend them enough. "
Leslie P.
Vantage Financial Client"Teresa's business acumen at Vantage Financial is unparalleled. She is helping my company design and implement a sales strategy from the ground up with her own market and financial research. She's sharp, responsive, and an effective communicator. I am excited to keep working with the Vantage Financial team as key players in my company."
Matt A.
Vantage Financial ClientRead Our Latest Insights
We help you see the world differently, discover opportunities you may never have imagined and achieve results that bridge what is with what can be.