FINANCE THAT FEELS CLEARER
SBH Advisory gives growing businesses the clarity to understand what’s happening now, plan what’s next, and make confident decisions without building a complicated finance function.
A clearer view of your business
July 2026
Money coming in
$284k
↗ 12.4%
Healthy margins
68.2%
↗ 3.1%
Time to grow
18 mo
On plan
Where your business is headed
A simple view of progress
$1.42m
What this means
You’re ahead of plan with room to make the next move.
+18.6%
SBH Advisory combines experience from global financial institutions, Fortune 500 companies, and high-growth technology businesses to help founders make smarter financial decisions with clarity and confidence.
Proofpoint
Enterprise Cybersecurity SaaS
Sky Zone
Multi-Location Consumer Business
PG&E
Fortune 500 Utility
Citadel
Global Investment Firm
Goldman Sachs
Global Investment Bank
UBS
Private Markets & Institutional Investing
PRACTICAL FINANCE SUPPORT
How We Help
Know where your business is headed
Get a simple, forward-looking picture before small issues become bigger ones.
Plan your next move with confidence
Make practical plans for hiring, spending, and growth.
See your business more clearly
Simple dashboards that help you focus on what matters.
Turn numbers into useful answers
Understand what’s working and where to put your attention.
Make better financial decisions
Bring budgets, performance, and priorities into one practical view.
Have a steady financial thought partner
Get experienced guidance built around your business and long-term goals.
A SIMPLE, REPEATABLE PROCESS
A practical way to turn the information you already have into a clearer view of where your business is going.
Business Data
Financial information from your accounting system and business operations.
Financial Analysis
Transform raw financial data into meaningful business insights.
Cash Visibility
Understand where your cash is today and where it’s likely headed.
Executive Dashboard
Simple reporting that keeps leadership focused on what matters most.
Confident Decisions
Use better financial information to make smarter business decisions.
COMING SOON
Dashboard Preview
A live preview of the SBH Advisory Cash Visibility Operating System™ dashboard. Clients receive executive-level visibility into cash flow, forecasting, KPIs, and financial performance through one modern reporting experience.
Cash Visibility Overview
Preview
Cash position
$—
Forecast window
90 days
Financial health
On track
✓
Greater visibility into cash
✓
Faster financial reporting
✓
Better business decisions
MEET STEPHAN HALL
Helping founders make confident financial decisions.
After more than 15 years working across investment banking, institutional investing, Fortune 500 companies, enterprise SaaS, and corporate FP&A, I founded SBH Advisory with a simple belief:
Finance should help business owners feel more confident—not more overwhelmed. My role isn’t to create unnecessary complexity. It’s to help you understand what’s happening in your business, what’s comes next, and what decisions will move your company forward. I’ve had the privilege of working inside organizations such as Goldman Sachs, UBS, Citadel, PG&E, Sky Zone, and Proofpoint, and now bring those same financial disciplines to founder-led businesses in a practical, collaborative way.
✓ Cash Flow Visibility
✓ Financial Planning & Forecasting
✓ Executive Dashboards
✓ Strategic Business Partnership
“The best financial advice creates confidence, not confusion.”
Book a Discovery Call
A practical partnership built around clarity, communication, and better decisions.
Practical
Clear conversations. No unnecessary financial jargon. Only practical advice that helps you make better business decisions.
Collaborative
We work together to understand your business, your goals, and your challenges before recommending solutions.
Proactive
Identify opportunities and potential risks before they become surprises.