How We Got Here
Our journey began with a simple question: Why?
Why did an investment banking firm receive only one offer for a $168 million B2B company that had just doubled in size the year before?
Why didn’t the company’s financial system reveal the warning signs? Why didn’t the banker’s own analysis catch them? Why did no one see the real story unfolding until it was too late?
We did.
Our forward-looking analysis uncovered what traditional tools missed. The company hadn’t grown strategically — it had grown blind. Behind the numbers were roadblocks, hidden risks, and market signals that had been ignored.
By the time the truth surfaced, there was only one bid. The founder had to take it — left wondering if it would be enough to retire or if he’d have to start over.
This didn’t need to happen.
With the right external benchmarks and forward-looking insights, the company could have course-corrected — before it was too late. It could have weathered the downturn. It could still be thriving today.
That’s why we built Financial GPS — so no CFO, founder, or investor ever has to ask “Why didn’t we see this coming?” again.