Book Your Free Financial Assessment

Get a complimentary 30-minute strategy call to review your financials and discuss opportunities for growth.

Full Name *

Email Address *

Company Name *

Phone Number

Annual Revenue *

Primary Financial Challenge *

Financial Documents (Optional)

Click to upload or drag and drop

PDF, Excel, or CSV (Max 10MB each)

P&L, Balance Sheet, Cash Flow Statement - any financial documents you'd like reviewed.

By submitting, you agree that your information will be kept confidential and used only for the purpose of this financial review.

1 You'll receive a confirmation email with a calendar link within 24 hours
2 Schedule your 30-minute strategy call at a time that works for you
3 We'll discuss your situation and I'll share initial observations and recommendations

What You'll Get

30-Minute Strategy Call

One-on-one discussion of your financial situation and goals
Financial Health Assessment

Quick review of key metrics and potential red flags
Actionable Recommendations

Specific next steps to improve your financial position
Capital Options Overview

Assessment of financing options that might fit your needs

All documents are handled with the utmost confidentiality. Your financial information will never be shared with third parties.

Secure file handling

Seth Girsky

Founder, Inflection CFO

Columbia MBA Deutsche Bank 8+ Clients