Talk to an expert
Get advice, or hire a local expert who knows your industry.
Running a business means decisions you only make a few times: a price increase, a first loan, a key hire, a sale. Keystone introduces owners to vetted local professionals who already work with businesses in your industry, whether you want a quick second opinion or someone to take the work on. Tell us what is going on and we will connect you with the right person, usually within two business days. The first conversation is free, and you do not need a Keystone account.
Two ways to get help
Get advice
One conversation with someone who has seen your problem many times. Is this price increase too much? Should I lease or buy? Can I afford this hire? What would a buyer pay? You leave with a clearer decision, and there is no obligation to do anything more.
Hire them
When you want the work done for you: a bookkeeper to close your books every month, a CPA for taxes and planning, an attorney for a contract or a sale, a lender for a line of credit, a broker to sell the business. You agree scope and price directly with them.
A sentence or two is enough. Not sure who you need? Say so, and we will help you figure it out.
We match you with a local professional who fits the problem and the size of your business, and introduce you by email.
A free first conversation by video, phone, in person or message. Take the advice and go, or hire them for the work. It is up to you.
Who we can connect you with
CPA or tax advisor
Margins, pricing, taxes, job costing
Bookkeeper or fractional CFO
Clean books, a monthly close, a cash forecast
Business attorney
Contracts, your entity, succession, buying or selling
Lender
Lines of credit, equipment, SBA loans, real estate
Business broker or M&A advisor
What the business is worth and how to sell it
Insurance broker
Liability, workers comp, key person cover
Payroll and HR
Hiring, handbooks, payroll, staying compliant
Marketing
Leads, ads, website, reviews
Commercial real estate
Leasing, buying or moving a location
IT and software
Systems, security, connecting your software
Business coach
Running the plan week to week with your team
Not sure?
Describe the problem. We will point you to the right kind of person.
Our partner network starts in Portland and Southwest Washington and grows as partners join. Outside that area we will still point you in the right direction where we can.
Paid service
Get a business valuation
A written opinion of what your business is worth from a credentialed local valuation professional. Useful before a sale, a hand-off, a partner buyout or a loan, or just to know where you stand. It is ordered from inside your free Keystone workspace, so your financials and documents stay private between you and the professional.
Already using Keystone?
Open the Experts tab in your workspace. It suggests who your plan points to, and you can share a summary of your plan so the first call skips the paperwork. Open my workspace
Not yet?
Start a free plan in about ten minutes. You will see where your business stands, and which professional could help most. Start your free plan
Request a free intro
We reply within two business days.
Thanks. Your request is in.
We will reply within two business days.
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