Straight answers on how Keystone works, what we cost, and how we fit with your existing CPA, bookkeeper, and investment manager.
No. We do not prepare or file tax returns. We design the strategy and coordinate directly with your CPA, who remains responsible for filing and compliance.
No. Neither Vincent nor Bob is a registered investment advisor, and Keystone has no affiliation with any RIA. We are a strategic capital and financial advisory firm. Our compliance disclaimer is published in the footer of every page.
Founder-led businesses, generally between $1M and $50M in revenue, that have outgrown reactive finance but do not yet justify a full-time CFO.
The KVCA is our flagship diagnostic. It scores the business across five proprietary dimensions: Replicability, Profitability, Cash Efficiency, Scalability, and Exit Readiness. Every recommendation in the report ties back to improving one or more of those scores.
The Strategic Business Analysis investment ranges from $5,000 to $30,000, scoped to business size and complexity. We lead with the ideal engagement and caveat that scope is subject to data availability. If the data is not clean, it costs more to get it done.
No. We operate as the strategic layer above them. We align and lead your existing team rather than replacing them.
Exit readiness is a 12 to 36 month project, not a final quarter scramble. It means the business can survive institutional due diligence: clean financials, defensible earnings, transferable operations, and documentation a buyer and lender require.
The Keystone Value Creation Assessment™ audits your last 12 to 36 months and gives you a written summary whether you engage us or not. If there is not a clear opportunity to create value, we will tell you directly.