Request a Consultation
With Lucrum

We'll help you improve your business operations


How it Works

  • Schedule your FREE Consultation
  • Create an Action Plan with Lucrum
  • Lead Confidently

The first step to leading your business with confidence is having a free, no-commitment consultation with a Lucrum representative. Before our call, we will ask that you complete our Financial Health Check exercise so that we can come to the consultation with an understanding of your business today.


During the consultation we will:

  • Review your financial health check and discuss outliers and opportunities
  • Discuss where you see your business in 5 years, anything you’d like to fix and anything else you think would be helpful for us to know
  • Answer questions about Lucrum’s educational approach and our services

Our "No Judgment Promise"

It can be intimidating to give someone a look behind the curtain at your business. Don't worry, we've seen it all. We're here to help you, not judge. We understand how exposed it can feel to share your books with a stranger.

After that meeting, we will be able to help create an Action Plan with next steps and a monthly budget that makes sense for your situation.

When you are able to make confident business decisions based on reliable data, you will wonder why you waited so long to start!

Meet Our Fractional CFOs

Over 100 years of combined experience takes the guesswork out of your business’ financial future. Our CFO consulting services go beyond helping you deal with the financial details. We teach you what you need to know so that you can lead confidently.

Jeff Heybrook

Jeff Heybruck

CFO/Business Advisor
Founder
Jason Alexander

Jason Alexander

CFO/Business Advisor
Joined: 2017
Saxby Morehead

Saxby Morehead

CFO/Business Advisor
Joined: 2022

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