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You want to maximize earnings, be more time-efficient personally, and have an organization ready to take the next step - whether an M&A transaction or embarking on the next phase of growth.

Looking at each of these challenges individually can be daunting. It doesn't have to be.

Solve them by leveraging Signal F&A to take on your financial processes, make sense of the resulting information, and identify earnings opportunities that you and your team can execute using the time saved.


Signal F&A is a solution to problems I've solved as an operator of a lower-middle-market B2B manufacturing and services business, and working with CFOs and CEOs of large private equity backed organizations to drive earnings - often through streamlining financial operations. These are our guiding principles:

  • ROI-first. Every action must drive long-term value. Our objective is to turn the finance function from a cost center into a profit center.
  • Insights are valuable, data alone isn't. Without context and understanding, all the numbers in the world are useless. We will understand your business and its goals, and clearly present information accordingly.
  • Decision-making is your most valuable activity. Spend your time executing growth and cost-cutting opportunities, not second-guessing how accounting transactions are coded and gathering data. Make better decisions, faster.

Partnering with Signal follows a three-step process:

  • Current State Assessment and Strategy Setting. Signal will first work to understand your business today - its strategy, goals, and challenges and the current state of finance operations - so that we can align our focus to drive the most value while identifying preliminary earnings-drivers.
  • Financial Operations. We'll then take over basic bookkeeping tasks with rigor and focus while creating analytics and dashboards the executive team can use to inform their decisions.
  • Earnings Expansion. With this foundation in place, we will evaluate opportunities to drive earnings, based on your company's unique situation.

By partnering with Signal, you can increase decision clarity, drive earnings, and become a more nimble organization ready for M&A - all while freeing up you and you team's time for more valuable activities.


You can continue muddling through, relying on gut feel with suboptimal results - but why? Let us understand your situation and see if there is a business case for change, at no cost.


Bookkeeping-Driven Earnings for B2B Operators.

Drop us a note at insight@passivequity.com to learn more about how Signal F&A enables B2B operators to turn finance ops into a profit driver.