Decisions ahead are bigger than the ones behind
One partner for every call.
From now until exit.
Good numbers tell you where you are. Good judgment tells you what to do.
Your company has reached the point where the financial decisions carry real weight — a new market, an acquisition, a hire that doubles payroll, a lender at the table. The questions are no longer about recording what happened, but about what to do next.
Arrowroot Business Advisors provides you with a senior financial leader who can learn your business and step in at the depth each decision calls for, whether that is a monthly rhythm, a fundraiser, or a sale.
You run the company. We make sure the numbers behind every major decision are ones you can act on.
One finance partner from the next decision to the last.
CFO Services
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Most companies reach a point where growth, a transition, or a single big move asks more of the numbers than they can currently handle.
We step into that gap as your senior finance leader, engaged at the depth each decision calls for. Close enough to know the business, present at the rate the moment requires, whether that is a monthly rhythm, a board meeting, or the biggest call you will make this year.
Business Consulting
The biggest decisions a company makes are rarely about the numbers alone — whether to enter a new market, how to fund the next phase, when to add capacity, whether the growth in front of you is worth chasing.
We work through those decisions with you, bringing senior financial judgment to the strategy itself rather than handing you a model and stepping back. The same partner who knows your numbers helps you decide what to do with them.
M&A Advisory
When a sale, acquisition, or succession is on the table, we advise owners through the whole transaction: preparing the business, framing valuation, weighing buyers and offers, and negotiating terms alongside your attorneys and accountants.
Our fee does not depend on the deal closing, so the advice stays candid, including about whether to sell at all.
Exit Planning
Selling the business is the longest decision an owner makes and the most consequential. The work is rarely about finding a buyer. It is about getting the company, the entity structure, the tax position, and the personal financial picture aligned so the exit produces what you want it to produce.
We start the planning years before the close. Building the value, tightening the books, structuring the entity so the proceeds land in the right hands, and coordinating the personal financial life so what comes out of the business funds what comes next. By the time the deal happens, the strategy is set and the negotiation can focus on price and terms.
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The work and how it is different
One reliable partner
One reliable partner
The senior advisor and team who knows your business are the ones doing the work, through the monthly rhythm and the big transactions alike.
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Finance and deals in one
Finance and deals in one
The same partner and team who run your numbers run the transaction when it comes. No handing your business to a banker who's never seen your books.
Depth when you need it
Depth when you need it
Senior judgment available at the cadence the moment calls for. Whether for monthly reporting, fundraising, or a sale, you get expert guidance without a permanent executive hire.
Advice without conflict
Advice without conflict
No products, no commissions, no decision we're quietly pushing you toward. When we recommend something, it's because we believe it's right for the business.
Decades of experience ready to serve you.
The work begins with a senior advisor and stays with that advisor through the engagement. No analyst pyramid behind the pitch, no work happening behind a name the founder hasn't met. The person in the first conversation is the person on the call when the questions get harder and the decision has to land.
Rob Santos founded the firm and leads engagement on corporate advisory and M&A work. David Khoury heads the CFO and corporate advisory practice, working directly with founders on the financial discipline that has to be in place long before a transaction is on the table. Behind them sits the firm's integrated wealth, tax, and family office capability, for the work that opens up once the company and the founder's personal balance sheet stop being separate problems.
Rob works with founders, executives, and families navigating concentrated wealth, business exits, and generational planning. He founded Arrowroot in 2013 and leads the firm from Southern California.
David leads the firm's corporate advisory and outsourced CFO practice for privately held businesses, working with founders and management teams on financial planning, cash flow and liquidity management, strategy, and transaction support. He is a CFA charterholder with nearly two decades of corporate finance, investment, and advisory experience across the United States, London, and Stockholm.
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Thinking on the decisions that run a business
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Let's talk
Tell us what the business is facing — a growth decision, a transaction on the horizon, or a finance function that needs a senior hand.
