We built StrataSight because too many business owners make critical decisions with an incomplete picture of their own business. We fix that — with clear data, honest analysis, and ongoing coaching that keeps you moving forward.
That's not a criticism — it's how most successful businesses get built. Pattern recognition, gut calls, years of hard-won experience. But at a certain point, growing further — or making your business worth more — starts with understanding your own numbers more clearly than you do right now.
The problem is that most business owners don't have a clear, unified view of what's actually happening across their business. Revenue, margins, cash flow, customer trends, operational efficiency — it's all out there, spread across different systems, generating signals that nobody's reading.
We built StrataSight to read those signals. To connect the dots between every part of your business, build the picture most owners have never had, and work with you on what it means and what to do about it. Not once. Ongoing — because that's how growth actually happens.
Start the Conversation"The gap between where a business is and where it could be is almost always visible in the data. It's just rarely looked at."
— StrataSight
Every recommendation starts with your actual numbers. Not a framework borrowed from a different industry, not a gut feeling dressed up as analysis. Your business, understood on its own terms.
Analysis that sits in a folder isn't worth much. Everything we produce is designed to be acted on — clear, prioritized, and structured so that the next step is obvious, not overwhelming.
A one-time report tells you where you were. Ongoing, regular analysis tells you where you're going. We show up every week and every month — not just when you call us.
We tell you what we see — including the things that are harder to hear. A good advisory relationship requires honesty about what the data actually shows, not just the good parts.
Historical data is context. What we're really building toward is what your business looks like in one, two, and five years — and making sure the decisions you're making today point in that direction.
We work strictly at the business level — operations, financial performance, and growth strategy. That focus keeps our analysis sharp and our recommendations relevant to what you're actually trying to do.
StrataSight was founded by three people who saw the same problem from different angles — and realized that solving it well required all three of them working together.
The strategic backbone of every engagement. Years spent working directly with business owners — understanding what they're trying to build, advising through major decisions, and knowing how to help them see their business more clearly than they can on their own. Brings the big-picture perspective that keeps our analysis connected to what clients actually need.
Business Strategy · Growth Planning · Client Advisory · Transition Expertise
Makes the numbers talk. Takes a client's financial data — revenue trends, margin dynamics, cost structure, cash flow patterns — and extracts the meaningful story inside it. Builds the financial models and analyses that translate complex data into clear, actionable findings. CFA-level rigor applied directly to business performance.
Financial Modeling · Performance Analysis · Business Valuation · CFA
Builds the infrastructure that makes all of StrataSight's analysis possible. Designs the data pipelines, automated reporting, and visual dashboards that give clients a real-time window into how their business is performing. Turns raw data into something a business owner can actually read, understand, and use — without needing a technical background to do it.
Data Engineering · Analytics · Dashboard Development · Automation
30 minutes. We'll ask the right questions and give you an honest read on what we'd look at and whether we can help.