Your Strategic Planning
& Execution Partner
for Transforming RIAs
into Enterprises

A Fractional Strategic Growth Partner works with your firm on a part-time or project basis, offering high-level expertise to drive growth without the cost of a full-time executive. Unlike traditional consultants who provide advice and leave, we actively work alongside your team, helping to implement strategies and deliver results.

Our approach is holistic, covering areas like strategic planning, financial optimization, growth initiatives, and marketing. We’re a great fit for firms that don’t yet need full-time roles like a CFO or CGO but still want comprehensive support across multiple areas.

We call ourselves partners because we aim to build long-term relationships, even as your firm grows. Even if you outgrow our services, we hope to be a resource you can always rely on when needed.

In short, we provide flexible, hands-on support that helps your firm grow and succeed, with the aim of being a trusted partner for the long haul.

We believe the most successful outcomes happen when we partner with firms that are fully committed to growing or transforming their business. Our process often involves uncomfortable change management and a willingness to make difficult decisions, including investing cash flow back into the business for long-term growth.

If a firm is not ready to take bold steps or make necessary operational changes, implementing a growth plan can lead to frustration for both parties. We aim to work with firms that are open to change, proactive in executing strategies, and prepared to align their culture with their growth objectives. This ensures that our partnership delivers the best results and doesn’t disrupt the firm’s internal environment.

Our approach is rooted in collaboration. We work closely with your leadership team to ensure that our growth strategies align with your firm’s culture and long-term goals. We begin by engaging with key stakeholders to fully understand your firm’s objectives, challenges, and workflows.

From there, we don’t just impose a strategy—we engage with your team throughout the process. We encourage open communication, invite feedback, and ensure that every level of leadership understands how the strategy will be implemented. By doing so, we make sure that change management is smooth, and the team feels empowered rather than overwhelmed. We also act as a partner, not just a consultant, helping to integrate these changes across the entire organization for seamless execution

Execution is where many firms struggle, but it’s where we excel. Our process starts with developing a detailed roadmap that breaks down the strategic plan into actionable steps. Each step has clear timelines, milestones, and performance metrics (KPIs) to track progress.

Once the plan is in place, we work side by side with your leadership team and key personnel to implement each phase. This includes ongoing monitoring, reporting on KPIs, and making necessary adjustments in real-time to keep everything on track. We take a hands-on approach to ensure that every element, from operational changes to financial modeling, is executed efficiently.

Our role doesn’t end once the plan is implemented—we continue to track performance, make improvements, and ensure your firm’s growth stays aligned with the broader vision. Execution is continuous—as the market changes or new opportunities arise, we adapt and pivot as needed to keep your firm growing sustainably.

This approach ensures that strategy doesn’t remain on paper, but leads to tangible results.

Some of the challenges we are currently seeing include brand positioning, access to private investments, M&A activity, advisor tuck-ins, strategic partnerships, and client service offerings. We help firms expand their service offerings, refine marketing, build partnerships, and support M&A strategies to drive sustainable growth.

If you’re looking for someone to handle bookkeeping or provide tax advice, we might not be the best fit. We don’t manage day-to-day financial operations or tax-specific guidance. For those services, we often recommend continuing to work with your CPA for tax-related matters and hiring a low-cost bookkeeper for routine financial tasks.

Where LIMESTONE stands out is in offering strategic financial oversight. We focus on financial planning, budgeting, financial modeling, and financial KPI reporting. This ensures your growth strategy is built on a solid financial foundation. We’ll provide you with insights into key financial performance indicators (KPIs), helping you track your firm’s progress toward your long-term goals.

While we don’t handle routine financial tasks, we work closely with your CPA and bookkeeper to ensure every aspect of your financial management is covered. Our goal is to ensure your financial strategy supports your growth vision, helping you achieve sustainable success.