Services
What We Do
One team and one strategy across every part of your business and family finances. Velinor Group leads the plan and coordinates every advisor involved, ours and yours.
No lock‑in contracts.
Cancel anytime. You'll stay because it works.
Keep your current advisors.
Any advisor you trust can join your team.
CFO & Finance
Fractional CFO
Senior financial leadership for cash, margins, pricing, and planning, without a full‑time hire. We help you understand cash flow, review profitability, and build budgets and forecasts that connect day‑to‑day decisions with your longer‑term business goals.
AI bookkeeping
Books, reconciliations, and reporting on AI‑powered systems, with a person reviewing every number. We bring routine financial work into a coordinated process so records stay organized, discrepancies get attention, and your CFO and tax advisors work from the same financial picture.
KPI dashboards
Live numbers you can check any time, so decisions are based on today, not last quarter. We bring the measures that matter to your business into one view, helping you track cash, margins, and performance against your plan and spot where attention is needed.
Tax, Legal & Risk
Tax & entity structure
Year‑round planning and the right entity setup for your business and family. We coordinate with independent licensed tax and legal professionals to review how your structure, ownership, and financial decisions fit together, keeping tax considerations connected to the overall plan rather than isolated at filing time.
Legal & estate planning
Business legal work and estate plans that fit the rest of your strategy. We coordinate with independent licensed attorneys so business agreements, ownership arrangements, and estate priorities are considered alongside your financial goals, succession plans, and the needs of the people who depend on you.
Insurance & risk
Coverage and continuity planning that protects the business and the people who depend on it. Working with independent licensed professionals, we help connect coverage decisions with your ownership structure, financial commitments, and succession priorities, so risk planning supports the same strategy as the rest of your advisors.
Exit & Growth
Exit readiness
Clean books, clean structure, and a business a buyer wants, whether you sell soon or in ten years. We help identify gaps in financial reporting, ownership records, and business processes, then coordinate the work needed to present a clearer, more prepared business when an opportunity comes.
Diligence support
A team that stands behind you when a buyer or investor starts asking questions. We coordinate your financial, tax, and legal advisors to organize information, address requests, and keep responses consistent, helping you stay focused on running the business while the review moves forward.
Growth advisory
Sales, marketing, and AI‑assisted growth so you spend more time with clients. We connect growth priorities with your financial plan, review where processes are slowing progress, and help align the right advisors and tools around opportunities that fit your business and available resources.
Family & Legacy
Wealth management
Coordinated with licensed wealth advisors so investments support the overall plan. We bring your business finances, personal priorities, and future liquidity needs into the conversation, helping your independent licensed advisors align investment decisions with tax, estate, and succession considerations rather than working in isolation.
Succession planning
A clear plan for who leads next and how ownership passes on. We help connect leadership transitions with financial readiness, family priorities, and legal arrangements, coordinating the advisors involved so the next chapter supports both the continuity of the business and your goals as an owner.
Business mentorship
Coaching for owners and the next generation to lead with confidence. We help you work through leadership decisions, clarify priorities, and turn strategic goals into practical next steps, keeping the development of your people connected to the direction and long‑term needs of the business.
Services requiring a professional license are provided solely by independent licensed professionals under their own agreements with clients, not by Velinor Group.
You focus on your business and your family.
We handle the financial and legal side of it.