"Jim helped us sell the business which means I can enjoy my retirement with money to spend!"


Julie & Rachel Cook, Owners

Spotlight: Acacia Learning

Owners: Julie & Rachel Cook

The problem

We are a highly regarded training business selling online business courses, set up in 2007. I (Julie) have been wanting to retire for many years but wasn't sure how to prepare the business for sale and ensure that it was in the best possible shape for potential buyers. We didn't need a full-time resource but wanted to leverage the skills of a high-caliber CFO but without the cost associated with taking on someone full-time.

The solution

Jim joined us as part-time CFO 4 years before the sale and has a huge amount of experience working with a variety of small to medium-sized businesses. He seemed to have previously faced almost every imaginable situation that came our way, good and bad, with an always calm demeanor and was able to act as both guide and mentor. He helped us with the acquistion of another business to help us diversify our product offering and then more recently led us through the exit planning process leading up to the successful sale of the business enabling me (Julie) to retire.
The numbers that realy matter 24

Numbers matter. But not just profit and balance sheet numbers. We asked Julie & Rachel what is the number that really matters to them?

The number which really matters to me is '24' because now I have sold the business I have 24 hours each day where I get to choose exactly how to spend my time!

A 'thank you' to my CFO

"We'd like to say a big Thank You to our CFO Jim Bellingham who has done everything he can to help us sell the business" Julie & Rachel Cook

Discovery Call

Tell us what you really want for your business and life and lets discuss the plan to actually make it happen.

  • Contact

    STEP 1
    Tell us what you want to do and the numbers that really matter to you.

  • Select multiple options
  • Select multiple options
  • STEP 2
    The most convenient way an expert CFO near you can connect to answer your question(s).

    No salespeople will call. No pressure. No obligation. 100% Professional & Confidential.

  • This field is for validation purposes and should be left unchanged.