About Us
Achieve Financial Security with Tailored CFO/CGO Consulting—Helping Individuals and Businesses Streamline Operations, Improve Metrics, and Build Lasting Success with Expert, Unbiased Advice.
Business and Personal Financial Expertise
With over 12 years of experience, Scott Dunlap offers strategic business consulting and personalized CFO/CGO services to help you optimize finances, reduce overhead, and achieve sustainable growth. We combine real-world financial insights with fiduciary responsibility — always putting your best interests first.
Want a deeper look at how we work, how we’re compensated, and the standards we follow? We believe transparency builds trust.
Our Team
Our team is dedicated, experienced, and passionate about helping you succeed. With diverse expertise across finance, business strategy, and growth consulting, we work collaboratively to deliver tailored solutions that align with your unique goals and drive long-term success.
Unrivaled Client Experience
We prioritize transparency, trust, and clear communication, ensuring that your needs are heard and addressed. Our approach ensures you receive the most effective solutions for your financial and business goals.
Our Mission
Our mission is to create lasting financial security by offering comprehensive consulting, focused on client relationships. We strive to provide guidance that drives both personal and business success with clarity, trust, and impact.
Long-term impact
Client success
Our Vision
Our vision is to be recognized as a model of productivity, efficiency, and effectiveness, leveraging innovative strategies to drive exceptional results and continuous growth.
- Holistic, Broad-Spectrum Financial Consulting that leaves no stone unturned.
- Accountability, transparency, and trust in perpetuity
- Unrivaled client experience, where you know that you are heard, understood, and your best interests are always put first.
Productive Excellence
Efficient Innovation
Our Fee Structure
We believe in complete transparency. Here’s our fee structure, so you know exactly what to expect:
Tier | Range | Annual Rate |
|---|---|---|
01 | $0.00 $100,000.00
| 1.2000%
|
02 | $100,000.01 – $500,000.00
| 1.1000%
|
03 | $500,000.01 – $1,000,000.00
| 1.0000% |
04 | $1,000,000.01 – $2,000,000.00
| 0.8500%
|
05 | $2,000,000.01 – $3,000,000.00
| 0.7000%
|
06 | $3,000,000.01 – $4,000,000.00
| 0.6000%
|
07 | $4,000,000.01 | 0.5000% |
