Financial Clarity for Growth, Deals, and Your Eventual Exit

Contrail Financial guides business leaders through every major financial decision, so you can understand the numbers, see what’s ahead, and act with assurance at every stage of growth.

Get Started Take The Growth Readiness Audit

Financial Strategy & Analysis For Leaders Navigating What’s Next.

We focus above and beyond the horizon by making clear, confident decisions through financial strategy and steady execution. Contrail's extensive experience navigates you through every phase of growth and transition.

Learn About Our Strategy & Analysis Services Take The Growth Readiness Audit

Insightful Corporate Development Strategy At Mach 9 Speed.

We help business owners and leaders take informed steps toward long-term value. Our corporate development services guide growth through acquisitions, partnerships, and other complex transitions

Learn About Our Corporate Development Strategy

Guiding Leaders Through The Hardest Part Of Building A Company: Leaving It.

We navigate the emotional and financial journey of stepping away, with a trusted advisor who will honor and respect everything you’ve built.

Learn About Our Exit Planning Strategy

Highest Level Of Integrity & Ethics

We exemplify midwestern values: honesty, accountability, and hard work.

Reduce Complexity To Simplicity

We simplify the most complex decisions so you can move forward with confidence and clarity.

Proven Track Record of Success

We’ve helped dozens of companies find their true potential through sound financial strategy and long-term support

WE GET IT

Growth Shouldn’t Feel Like Flying Blind

Without clear numbers and a trusted strategy, even the best business leaders can feel unsure about their next move.

Data feels scattered

Growth plans are reactive

Major transitions bring added stress

ADD CONTRAIL TO YOUR SIDE OF THE TABLE

A Trusted Co-Pilot for Every Stage of Growth

From startups seeking seed capital to established firms planning succession, Contrail Financial brings decades of experience turning uncertainty into strategy, structure, and financial clarity.

But more than analysts and advisors, we’re partners helping you plan your direction, move forward with confidence, and leave a legacy you’re proud of.

Schedule a Free Consultation

OUR HOLISTIC APPROACH

Services to Navigate Forward

Financial Planning & Analysis

Focus on the horizon by making clear, confident decisions through sound financial strategy. Contrail's extensive experience provides steady guidance to every phase of growth & transition.

Financial Planning & Analysis

This isn’t just budgeting or forecasting, it’s strategic financial planning designed to align your numbers with your vision.

Forecasting & Budget Modeling
Cash Flow Planning & Capital Allocation
Profitability & Margin Analysis
And More

Learn More

Corporate Development

We navigate business owners through high-stakes transitions like acquisitions, divestitures, partnerships, joint ventures and restructuring, turning complexity into confidence.

Corporate Development

Our role goes beyond analysis as we are a proactive partner, helping you evaluate opportunity, manage risk, and prepare your company for what’s next.

M&A Advisory for Small Businesses
Acquisition Growth Strategy
Strategic Partnership Consulting
And More

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Exit Planning

Punch out with clarity, care, and confidence, honoring the legacy you’ve built and the future you deserve. We're alongside you every step of the way.

Exit Planning

From first-time sellers to seasoned entrepreneurs, we work alongside you as a proactive partner, helping you identify value, protect your legacy, and define your next chapter.

Business Succession Planning
Business Valuation Analysis
Transaction Readiness Audit Consulting
And More

Learn More

Schedule a Free Consultation

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Testimonials

What Do Our Customers Say?

Long-lasting relationships mean everything to us.

Contrail Financial played a key role in guiding Krush Media from its early start-up phase through rapid growth to stable operations. They remain a vital partner in our continued success.

Jeff Chi

CEO, Krush Media

Contrail Financial brought essential expertise to our founding team—helping us refine our growth strategy, communicate it effectively to investors, and successfully raise capital. They remain a valuable member of our executive team as we scale the business.

Kip Matthews

President, Pulp Fixin

Contrail’s steady guidance was instrumental in launching NAAMCE and shaping its operations and business model. Today, they serve as our trusted outsourced CFO, helping drive our growth and scale.

Ted Angel

Executive Director, National Advanced Air Mobility Center of Excellence (NAAMCE)

Contrail led our capital raise from start to finish—developing pitch materials, managing investor engagement, structuring the investment vehicle, and successfully closing the deal. They now provide seamless, end-to-end investment management for our investor group.

Dave Labus

Principal, Bel Haven Development

We always give serious consideration to investment opportunities brought to us by Contrail. Knowing they serve as the outsourced CFO for a company we’re invested in gives us a high level of confidence.

Steve Roe

Founder, Groe Co

When clients need a practical valuation solution—quick, cost-effective, and without the overhead of a Big Four firm—I call Contrail. They’re a trusted resource for insider-driven deals

Michael Booth

Shareholder, Sebaly Shillito and Dyer

Industries

Industries We Serve

Discover More About Our Industries

30 Years GROWING WITH OUR CLIENTS

Plan, Grow, & Scale As Fast As You Need To.

“I started Contrail to blend the structure and precision of Fortune 500 finance with the creativity, adaptability, and speed that growing businesses need to thrive.”

Brian Faust

CEO Contrail Financial

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Trustworthy

We bring clear intentions, transparent actions, and reliable outcomes to your most important decisions.

Ease

Financial conversations shouldn’t be stressful. We make them simple and actionable.

Insightful

When the path forward is clouded, we develop solutions to help businesses see further, think clearer, and act smarter.

Forward- Moving

We guide you to move with purpose and in a meaningful direction.

Meet Our Clients

We’ve Helped Dozens of Businesses Move Forward With Confidence.

Discover how Contrail Financial has helped businesses like yours overcome growth challenges and achieve tangible results.

Explore Our Case Studies

READ OUR BLOG

Take The Next, Right Step Forward. Let Us Guide You To Better Growth.

Address

1700 Lyons Rd
Centerville, OH 45458

Contact Us

Send mail: hello@contrailfinancial.com

Call us: (937) 203-0907

Your Free Consultation Will Include:

Quick Context Intake

Financial Health Check

Strategic Readiness Check

Potential Next Steps

Schedule a Free Consultation

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GROWTH READINESS AUDIT

Diagnostic Tool for Business Leaders Preparing for Growth

Without forward-looking finance, growth can feel like flying blind. Use this quick audit to see if your finance function is ready to support your next stage of growth.

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