Empowering founders with structure, strategy and real results.

We partner with founders and small business leaders in growth or restructuring phases, especially within the manufacturing, retail, and tech sectors. Whether you’re facing cash flow issues, lack financial visibility, or need to prepare for your next growth milestone, we step in with hands-on support and tailored strategies.

We’re not just advisors, we’re your strategic allies. At WealthWorks, we design and implement scalable financial and operational solutions using cutting-edge tools like ERP, CRM, BI, and predictive analytics. Our role is to bring clarity, improve performance, and build sustainable value so you can focus on what you do best: leading your business.

Customized services for
every stage of your business

Idea stage

  • Personal and business viability assessment
  • Capability gap analysis and key strengths
  • Initial roadmap with clear next steps
  • Preparation for initial fundraising rounds

Pre-Revenue

  • Strategy for accessing investment
  • Business model and monetization strategy
  • Analytical support for decision-making
  • First steps toward scalable growth

Annual Revenue

  • Optimization of commercial strategies
  • Financial and profitability analysis
  • Monetization strategy design
  • Value Performance & value analysis

We offer a full scale of services
to meet your needs

Financial Strategy

We design personalized financial plans, assess risk, improve profitability, and support decision-making through structured financial analysis and scenario modeling.

Growth Consulting

We support founders and leadership teams in building solid growth plans, strengthening internal capabilities, and developing sustainable business models with strategic guidance at every level.

Business Inteligence

We implement data tools and dashboards that turn your company’s information into actionable insights, helping you track KPIs, anticipate trends, and make data-driven decisions.

Business Restructure

We guide businesses through critical transitions—whether due to growth, crisis, or inefficiency—by redefining their structures, processes, and cost management strategies.

ERP & CRM Systems

We help integrate enterprise systems that streamline operations and centralize information—whether it’s resource planning (ERP) or managing client relationships (CRM)—ensuring alignment between tools and business goals.