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Mikel Payne, President Lone Star Machine Works, Inc Craig was instrumental in reducing my

Bridge the gap between your company's current state and your vision by leveraging your time through Beyond CFO 

Benefits of our guidance...

Increased Company Value

Live a More Meaningful life

Reduced Cash Flow Worries

Great Employee Experience

Time to Do What you Love

Improved Retirement

Increased Personal Wealth

Leave a Legacy for those you Love

Define the gap between the current state and future vision of your business

Develop a "road map" to achieve that vision

How we will guide you...

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Implement specific steps to move your business towards that vision

$100M+

Saved and Generated

100+

Companies Helped

20+

Businesses Owned

40+

Years of Experience

craig.heic

Craig Beck - Founder

As an owner of 20+ businesses, Craig understands that the statement “time is money” is an insult to time.  He can guide you through the complex intersection of engineering/operational, financial, and legal issues, leveraging your time to remove obstacles to accomplishing your vision.​

 

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What People Are Saying...

Chance Cole, President

Souter Limestone and Minerals, LLC

Craig helps leverage my time by getting things done.

Craig helps leverage my time by getting things done. He understands issues quickly, asks probing questions, executes and follows through on the agreed plan without coming back and consuming a lot of my time, and he provides a deliverable that helps me know more about my business, helps me save money and allows me to manage my business with greater confidence. 

 

Craig helped me raise the money to buy out several of my former partners in this business.  He played a major role in re-establishing the financial infrastructure of the business after we separated it from the other family businesses.  He developed a complex financial model and authored the plan to raise $10 million to build a processing plant that allows Souter to provide product into high-margin markets we could not previously penetrate, doubling our EBITDA.

 

I often use Craig as a sounding-board for incompletely developed ideas because he helps me flesh out the good ideas, but also, he will not hesitate to tactfully tell me an idea may not be worth spending more of my time and effort pursuing.  

 

Conversations with Craig often reveal opportunities I had not previously considered.  His perspective, that arises from the intersection of his financial, legal and engineering/operation experience, has caused us to change course on several occasions.

 

And, I just like him.

Mikel Payne, President

Lone Star Machine Works, Inc

Craig was instrumental in reducing my tax liability by more than $600,000

Craig was instrumental in reducing my tax liability by more than $600,000 through the use of R&D tax credits, adjustments to the company retirement plan (which also increased my retirement account balances by over $400,000) and the establishment of a private insurance company.

 

He provides the numbers I need to run my business in a concise but understandable way – something I was never able to get from several other financial people I have dealt with in the past.

 

Craig’s analysis and advice has helped me determine which opportunities the company should pursue which has helped the company grow the bottom line.

 

He helped me purchase another small company, helped uncover a fraud, responds promptly to requests for information and is easy to work with.

 

Craig is very passionate about helping middle-market companies, like mine, and has earned my trust to the point where I have recommended Craig to other business owners.

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