Welcome to Sagamore Advisory. We offer CFO and Accounting services to help empower business owners. Small and mid-sized businesses drive innovation, create the majority of new jobs, and serve as the economic backbone of communities across the country. We have deep admiration for the business owners behind them—those who take bold risks, pour everything into their vision, and work tirelessly to build something lasting.

But here’s the hard truth: we’ve seen far too many businesses hit a wall simply because they lacked experienced financial leadership.

Time and again, we meet driven entrepreneurs who have invested their time, energy, and wealth into growing their company—only to stall when it matters most. It’s painful to see talented owners fall short of their long-term goals, whether it’s retirement, legacy, or a successful exit, because no one was steering the financial strategy. This is avoidable.

Just as individuals rely on financial advisors to plan their futures, businesses need a CFO to chart the financial path forward. Regardless of size, every business deserves a financial roadmap—and someone who knows the business well enough to lead it. That’s where Sagamore Advisory comes in. Not a bookkeeper, not a tax preparer, but a true financial strategist who looks ahead, not just back.

Sagamore Advisory helps business owners shift from focusing solely on profit to understanding cash flow, value creation, and long-term sustainability. That’s how you unlock real growth, attract investment, and create a business that’s not just surviving, but thriving—and ultimately, transferable.

Without this level of guidance, companies risk stagnation or financial shortfalls. With the right CFO support, owners gain clarity, control, and the ability to build something truly valuable.

Were excited to have you visit our site. Take a look at the services we offer. If any of the services look like they meet one of your needs, we would love the opportunity to speak with you privately about how Sagamore Advisory can help you achieve your goals.

Welcome to Sagamore Advisory.

Doug Crumb, Founder & CEO