Copper Beech Ventures LLC provides business consulting services to companies seeking to improve profitability, accelerate growth or develop strategic opportunities. Copper Beech Ventures is unique because it offers the skills and experience of a public company Chief Financial Officer complemented by eight years of managing and financing small business.

Consulting services are delivered through two specific practice areas:


A permanent part-time CFO can deliver financial expertise at a fraction of the cost. Our services help the CEO manage a more complicated business environment by delivering reporting that can help frame decisions and create an operating rhythm to improve the business. Specialty areas include:

Business Planning

Financial Reporting & Analysis

Transaction Advisory

Capital Adequacy

The maturation of an early growth stage company is the most challenging transition the company will face in its business lifecycle. New types of risks arise with increased competition so the company must make decisions around long term growth and stability. CBV offers specific services for these clients:

Strategic Refresh

Organizational Readiness

Operating Efficiency

Capital Preservation