Start-up and Rapid Growth Practice Group
Guiding Startups From Early Stage to IPO Readiness
Launching and growing a company is exciting, but it also brings pressure to build the right financial and operational foundation. As your business scales, you face new demands from investors, regulators, and the market. Whether you are raising seed capital, preparing for rapid growth, or planning for an IPO, you need clear financials, scalable systems, and trusted advisors who can anticipate challenges before they become roadblocks. Our team helps you move with confidence from idea to execution to market leadership.
How We Help
We provide the expertise you need at each stage of your growth journey. From setting up your first books to implementing complex financial reporting for investors, our partners step in with strategic advice and hands-on execution. We help you anticipate funding requirements, streamline operations, and ensure compliance so you can focus on building your product, team, and customer base.
Accounting Setup and Early Systems
Establish sound processes that grow with your business.
Capital Planning and Fundraising Support
Prepare investor-ready financials and models.
Scalable Reporting and Controls
Implement systems that deliver transparency to boards and investors.
Pre-IPO Readiness
Guide you through audits, regulatory compliance, and investor communications.
Fractional Leadership
Access CFO, COO, CIO, or CHRO expertise on a flexible basis without full-time overhead.
Who We Serve
Start-up Companies
When you are building your first product, learning your market, and figuring out how to generate revenue, developing a financial strategy can feel overwhelming. We help you create a solid business and financial plan that attracts funding, accelerates growth, and connects you with the right advisors to build your professional team.
Rapid Growth Companies
When growth takes off, planning ahead is critical. We guide you in managing P&L, balance sheet, and cash flow to fund headcount, operations, technology, and market expansion. We evaluate strategies, assess resource needs, and design long-term plans that keep you on track domestically and internationally.
Pre-IPO Companies
Taking your company public requires precision and compliance. We help you meet SEC and SOX requirements, strengthen governance, and upgrade systems. Our experts ensure your financial statements are accurate, controls are in place, and you are ready for a successful IPO.
E-Commerce Companies
Scaling an online business brings unique opportunities and challenges. We help you navigate rapid growth, expand internationally with less friction, and build the right infrastructure partnerships. Our expertise spans technology, marketing, and operations, and we connect you with trusted legal and advisory professionals to strengthen your business.
Capabilities
We Advise and Assist Companies to:
Develop a business plan consistent with industry reporting standards to help raise capital and to set expectations with the Board and investors
Raise debt and equity capital
Develop a 3-5 year financial forecast that includes all the financials (Income statement, balance sheet, and cash flow) and detailed headcount and staffing cost projections
Develop sensitivity analysis (i.e., “what if”) and modeling to help evaluate alternative strategies and results
Review current accounting processes and procedures for both efficiency and adherence to GAAP, SOX, and SEC requirements
Provide corporate governance leadership with a consulting Corporate Governance Officer
Serve on the Board of Directors as the Audit Committee technical expert
Advise on the selection of legal, tax, commercial banking, investment banking, and insurance services and negotiate engagements
Advise a company and negotiate agreements with all of its key infrastructure partners/vendors (e.g., technology, marketing, operations, etc.) – yielding significant savings
Lead the S-1 preparation team and drive all regulatory filings
Develop and manage continuous cost-saving programs to drive continued profit increases
Staff the accounting and finance department by recruiting part-time or full-time qualified professionals and subordinates to fill those positions
Evaluate and recruit key employees and executives in other departments
Facilitating strategic planning sessions
Develop sound cash management planning tools and processes
Evaluate personnel and HR practices and/or recommend specialists when needed
Design and implement high-efficiency accounting and technology solution packages with an eye towards automation and rapid scaling
Maintain a close watch on innovations in industry best practices, providing comprehensive analysis on cutting-edge solutions
Advise companies on expansion issues and costs, including international expansion and international tax structure
Develop a stock option plan and advise on the pricing of options and the need for 409A valuations
Function as the interim CFO and recruit the full-time CFO
Expand internationally
Meet the Team
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John Beasley
Start-up and Rapid Growth Practice Group Leader
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Katrina Montinola
Start-up and Rapid Growth Practice Group Leader
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Donna Hamlin
Start-up and Rapid Growth Practice Group Member
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Jerry Johnson
Start-up and Rapid Growth Practice Group Member
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Nathan Creswell
Start-up and Rapid Growth Practice Group Member
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Jen Hotes
Start-up and Rapid Growth Practice Group Member
Build a High Performing Team
Whether your business is growing, transforming, or in need of change, finding the right people quickly is critical. Our recruiting services give you direct access to experienced recruiters and advisors who understand your industry, your challenges, and the kind of talent it takes to move your business forward. Whether you're filling a key executive role, backfilling staff during a transition, or building out a new team, you’ll get tailored recruiting support without the overhead of a traditional search firm.
You choose the model that fits: executive search, contingency recruiting, or interim and project-based staffing. Every search is grounded in deep operational knowledge from across the 2GO Advisory Group—so you’re not just hiring quickly, you're hiring wisely.
Engagement Example:
An early stage rapid growth ecommerce company to put its first GAAP financials in place, raise equity and debt capital, acquire multiple companies, expand internationally, put new ERP systems and low-cost planning systems in place to help the business scale.
Engagement Example
Helped a founder of a start-up food manufacturer develop a realistic business plan and achievable forecasts, securing SBA financing, a line of credit, and equity capital with minimal dilution. Provided ongoing CFO consulting on financial, accounting, and organizational matters.
Engagement Example:
For a high-tech series A funded start-up, designed and implemented a five-year operating plan for investment and board reporting. Managed stock option plans, 409A valuations, ASC 718 calculations, and outside professionals. Established foreign operations and handled all U.S. and international compliance. Recruited accounting manager/bookkeeper.
Engagement Example
For a early-stage rapidly growth high-tech company, developed forecasts to support private fundraising. Led QuickBooks-to-ERP migration and improved outsourced accounting efficiency. Prepared 409A valuations for stock options. Provided decision support during acquisition by a public company.
Engagement Example:
Built recordkeeping and reporting infrastructure, integrating accounting software with CRM and e-commerce platforms for a rapidly growing technology company. Designed accounting and HR policies. Developed management and board reports, including KPI dashboards.
Engagement Example
For a rapid growth SaaS company, created a five-year operating plan and KPI dashboard for board reporting. Delivered cost of sales analysis by channel and cost of goods sold analysis by product to guide growth and prepare for exit.
Engagement Example:
Provided interim CFO and technical accounting for a pre-IPO R&D company that commercialized IP through licensing and joint ventures. Prepared S-1 filings and coordinated with investment banks, market makers, attorneys, and auditors . Recruited permanent CFO and corporate controller to lead post-IPO growth.
Engagement Example