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Helping Entrepreneurs Navigate the Business World 

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Davis Wealth Advisors

Davis Wealth Advisors is a fee-only wealth management firm that serves as the personal CFO for entrepreneurs and executives – so they can focus on what they love most.


Our holistic financial planning and wealth management process allows you to create and execute a clear plan for your family, your business, and your future, so you can live without regrets.

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SmartBooks empowers small business owners to run healthy businesses. We do this through our skilled professionals, leading technology, and proven processes. 


More specifically, we customize a mix of services based on client needs including bookkeeping and accounting, CFO advisory, tax planning and filing, and payroll and HR management on a remote basis to small and midsize businesses across the U.S.


The objective of all engagements is to enable business owners to take control of their finances, outsource most of the work to free up their time to grow their business, and improve their financial performance. Visit us at


Main Sheet

Main Sheet LLC is a mid-market advisory firm focused squarely on sell-side engagements.  


Main Sheet will assist within any industry but has experience in technology, healthcare, consumer products, business services, etc.  


With differentiated experience in the buy-side, Main Sheet is uniquely suited to helping sellers decide between financial sponsors or strategic buyers.

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