FinClarity Advisors is a Miami based financial consulting firm that brings Wall Street-quality financial modeling and strategic advisory services to growing businesses across America.
Our team brings Wall Street-quality financial modeling and strategic advisory expertise to growing businesses, without the deterring fees or requirements.
We deliver professional financial projections, investment materials, and strategic guidance that enable confident decision-making and successful outcomes for our clients.
We specialize in businesses looking to scale, exit, or optimize their financial presentation. Our sector expertise spans traditional industries to fast-growing digital businesses.
We tailor financial solutions to each opportunity, providing strategic, operational, and advisory services to unlock value through professional financial modeling and strategic positioning.
Comprehensive 3-statement models, cash flow projections, scenario analysis, and industry benchmarking. We create the financial infrastructure that sophisticated buyers and investors expect to see.
Learn More →
Executive summaries, pitch decks, teasers, CIMs, and DCF valuations. Professional-grade materials that position your business for maximum impact with potential partners and buyers.
Learn More →
Data-driven strategic advice, capital structure optimization, growth planning, and comprehensive exit preparation. We help you navigate complex decisions with confidence.
Learn More →
Operational continuity planning, workflow documentation, and knowledge transfer frameworks. Essential for business transitions and ensuring smooth handovers to new ownership.
Learn More →
Construction, trucking, landscaping, roofing, and other established trade businesses preparing for succession or sale.
Marketing agencies, social media management, advertising technology, and other fast-growing service businesses.
Technology companies, software platforms, e-commerce businesses, and other scalable digital ventures in similar sectors.
Businesses actively on the market that need professional financial packages to stand out to serious buyers such as funds or HNWI.
Companies scaling rapidly and needing financial clarity for funding, expansion, or strategic planning decisions that will help with scaling.
Family businesses and owner-operated companies preparing for transition to next generation or external buyers, and implement SOPs.
Most businesses don't need a full suite of investment banking services. They need financial clarity from someone who's seen the other side of the table and understands what sophisticated buyers and investors actually want to see.
Sid Sharp brings investment banking and M&A advisory expertise to growing businesses. During his time working in Deutsche Bank's Investment Banking Division in New York City, Sid saw what sophisticated buyers and investors actually expect from financial presentations.
He recognized a gap: most businesses need professional financial analysis but can't afford traditional investment banking fees. That's why he founded FinClarity Advisors - to deliver Wall Street-quality financial modeling at accessible prices.
Sid holds a finance degree from Southern Methodist University's Cox School of Business, located in Dallas, TX.
Investment banks charge $150K+ for this work. We deliver the same quality at a fraction of the cost.
Let us know if you have a question and we'll get right back to you!