business coaching
Not sure where your business fits?
If you’re a business leader focused on today’s dollar in that you’re unaware of the two going out tomorrow, you’re not alone. Unbridled Advisory turns financial chaos and uncertainty into confidence and control.
Schedule a free consultation to clarify your business’s financial health and where an Unbridled partnership could take you next.
services
Full-Suite Financial Advisory Services:
Relying solely on your cash balance as a radar for your financial health? You may be steering blind. Unbridled Advisory brings clarity to day-to-day transactions, cash flow, and financial statements to offer key metrics that reflect your true financial position. From bookkeeping to fractional controllership, we elevate standard accounting services into a strategic force that powers your business forward.
✓ Bookkeeping
✓ Fractional Controllership
Combining powerful data tools, robust analytics, and proven financial expertise, our team makes murky financial terrain crystal clear. We deliver monthly reporting and reliable insights that highlight what happened, why, and how to shift the trajectory. As part of our fractional CFO services, we integrate seamlessly into your team to drive strategic decision-making that aligns with your long-term goals.
✓ Financial Planning & Analysis (FP&A)
✓ Fractional CFO Services
High-growth opportunities require the right financial foundation and strategic support to identify and actualize the path forward. Whether you need to secure capital for product expansion or looking to get investor-ready for startup funding, Unbridled Advisory provides end-to-end advisory for your capital raise. We craft accurate financial models, build compelling pitch decks, and leverage our network to connect you with equity lenders, venture capitalists, and other strategic investors.
✓ Capital Raise
Preparing for an acquisition or sale of your business? Unbridled Advisory optimizes your financial position, helping you navigate negotiations, due diligence, and integration to maximize value and minimize risks. Whether you’re buying or selling, we monitor key financial opportunities and vulnerabilities to ensure you stay in the driver seat from start to finish.
✓ Mergers & Acquisitions (M&A)
INDUSTRIES SERVED
Cross-sector financial expertise for strategic, profitable results.
Our diverse client portfolio spans pre-revenue startups and high-growth SMBs to mature middle-market businesses across various industries. We’re proud to operate as strategic financial partners in industries including the following:
business scenarios
Choose your business scenario:
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Pre-revenue investor-ready financial model advisory
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Fundraising and capital raising support
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Fractional controllership and strategic financial guidance
1. EARLY-STAGE STARTUP
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Bookkeeping and day-to-day transactional support
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Financial statements and cash flow analysis
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Monthly reporting and financial performance tracking
2. GROWING SMALL BUSINESS
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Financial planning and analysis
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Strategic CFO services and financial leadership
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Growth planning and capital advisory
3. mature mid-market company
THE TEAM
Financial advisors with an unbridled passion for your success
The seasoned finance professionals behind Unbridled Advisory hold a collective 75+ years of experience in financial leadership, operational strategy, and growth-accelerating solutions for businesses of all sizes. Each service arm is helmed by a proven expert in their field and backed by a collaborative team of accountants, financial analysts, and strategic advisors. When you partner with us, you partner with a passionate, results-driven team of financial strategists ready to fuel your unbridled potential.
Joe Coombs
managing principal / ceo
Joe is the Managing Principal at Unbridled Advisory, where he brings a dynamic blend of strategic foresight and financial acumen to his leadership role. With a distinguished career in advising a broad spectrum of businesses, from startups to mid-market companies, Joe is renowned for his ability to transform financial strategies into scalable success. His expertise is crucial in driving the firm’s vision, cultivating client relationships, and steering the company through periods of growth and challenge.
Under Joe’s leadership, Unbridled Advisory has become synonymous with excellence in financial consulting, particularly known for its tailored approach to each client’s unique business landscape. Joe's strategic insight enables the firm to offer innovative solutions that optimize financial performance and operational efficiency. His unwavering commitment to integrity and quality is evident in every project, making him a trusted advisor in the industry.
managing director - analytics & accounting services
Kristy is an accomplished accountant with significant experience as an independent business advisor. She is an expert in creating robust financial management and governance capabilities for various organizations to manage cash flow and drive profitability. She has significant experience as a CFO/Controller and Data Analyst, specifically in start-ups and SMBs, applying her financial control knowledge and aptitude. Kristy’s core skills include driving the development and implementation of strategies to improve accounting operational efficiencies, effectiveness, and scalability. She specializes in project and cost management accounting.
Kristy Crockett
Stuart Jamieson
managing director - m&a advisory and cfo services
Stuart began his career as a CPA at E&Y before transitioning to consulting for Fortune 500 International companies, where he led special projects worldwide. Stuart brings over 25 years of expertise as a Managing Director, Operations Partner, Strategic Consultant, and Board Member in private equity, venture capital, investment banking, strategic advisory, financial and operational consulting, and special projects, including financial and internal audit, turnaround and restructuring, and crisis management. He has overseen corporate and operating company financial and operational management, encompassing all administrative functions such as banking, payroll, healthcare, insurance-risk management, taxes, financial reporting, and financial planning and analysis. He has led numerous startups, growth, and distressed companies as CEO, COO, and CFO, preparing strategic business plans, confidential information memorandums, company valuations, and financial models.