Meet the Team
Amy Spetter
Small Business Financial Partner
Nearly a decade as a financial business partner embedded inside franchise and multi-branch operations sitting in the P&L, negotiating contracts, pushing back on franchise fees and corporate overhead, and finding where money was leaking. Experience spans mortgage, franchising, commercial real estate, and manufacturing, both on the finance side and under strategic growth teams.
Now she helps small business owners get the same level of financial partnership that big companies have internally except she doesn’t just hand you a report. She negotiates the contracts, restructures the debt, builds the tools, and sets it all up for you. You run your business. She makes sure the money side is working as hard as you are.
Forrest Spetter
He’s spent over 10 years in accounting, finance, and strategy across commercial real estate, construction, manufacturing, and capital lending. He’s spent his career inside complex, multi-entity operations where the numbers don’t lie and the margin for error is zero. Within 90 days he can reconcile years of accounting issues, build forecasts that drive real decisions, and show you exactly where your business is leaking money.
He’s not just someone who reviews your books. He’s the person you bring to the table when a deal needs financial backing, a lender needs convincing, or a vendor needs to hear why their terms don’t work. He goes to bat for his clients because their business is his business.
Financial Strategy & Advisory