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Our Services
We work with your current team (CPA, Investment Advisor, etc.) to raise the bar
in clarity and insight, making adjustments as needed. Ultimately, you get a team that offers integrated support across all phases of your personal journey and business lifecycle.
Chief Financial Officer, Quarterback,
Trusted Advisor, Chief Administrative Officer.
Fractional CFO Advisory
Business
Valuations
Succession / Exit Planning
Bookkeeping /
Payroll
Financial & Estate Planning
Next-Level Consulting & AI Integration
Sales & Marketing Support
Mediation & Legal Resources
Our Approach: Advisory That Feels Like Partnership
Whether you’re planning for growth, succession, or simply trying to bring order to the chaos, FBR meets you where you are. We bring a unique combination of strategic insight, practical solutions, and emotional intelligence to guide you forward — with additional clarity that leads to more confidence.
Your Business, Your Terms
No cookie-cutter models here. Every family business is different. We tailor our solutions to your specific context, values, and goals.
Real-World Experience
Our team has likely lived the challenges you’re facing. We’ve scaled businesses, exited them, restructured teams, and led through tough transitions.
Trusted Relationships
You won’t just get advice. You’ll gain a long-term partner who stands beside you through critical decisions and beyond.
Let’s Build Your Future —Together
You don’t have to do this alone, or with limited resources. FBR exists to walk alongside family business leaders with the tools, insights, and understanding required to build something that lasts.
TESTIMONIALS
What others are saying
"...solid resources"
"Finishing well is a personal goal of mine and this is a good platform with solid resources."
- Grant H.
"...I have more confidence now."
"Thank you. I should have done these things years ago!"
- Charles D.
"...highly recommend."
"Your advice and planning insights allows us to move faster and accomplish more."
- Russell K.
Services Available Nationwide
In Person | Virtual
Offices
6301- 6305 Waterford Boulevard | Oklahoma City
(405) 353-9531