GoForward Solutions

What GoForward Solutions does

GoForward Solutions Co is a privately held professional services firm operating as a CPA practice out of Oak Grove, Oregon. The firm is led by Edward Culp, CPA, who is described as bringing over 30 years of industry experience serving small business owners. Its declared service areas are tax preparation and strategy, business coaching, and exit/succession planning. Client evidence shows long-tenured engagements (multiple clients spanning 10-20+ years) across construction, healthcare, financial services, insurance, investment, entertainment, and childcare, all characterized as SMB customers.

The firm's product set consists of a Tax Savings BluePrint (personalized written tax strategy plan with a $500 retainer, guaranteed to deliver 5x the fee in three-year tax savings), a Tax Strategy Implementation offering (billed at $250/hour), an Ideal Exit Plan (one-on-one starting at $5,000 with a $1,000 retainer and a group variant at $997/month), and the ValueBuilder program (one-on-one at $2,000/month or group at $497/month). Delivery formats include in-person, phone, and GoToMeeting-mediated virtual sessions. Methodologically, the firm operates as a member of the BEI Network of Exit Planning Professionals (utilizing the BEI 7-Step Exit Planning Process) and as a Certified Value Builder (applying the ValueBuilder System, which benchmarks an 8-driver score against a dataset described as 30,000+ businesses).

The business model combines professional services hours ($250/hour), project-based retainers ($500-$5,000+), and recurring subscriptions ($497-$2,000/month). The go-to-market is sales-led: the website offers a free 30-minute Tax Savings Assessment via OnceHub, qualifying SMB leads before higher-fee engagements. Distribution is predominantly direct professional services and inside sales, with no disclosed technology platform, no app or API, and no AI/ML components. The firm is founder-owned, with 11-50 employees, no institutional funding, and no disclosed subsidiaries or parent entities.

Name

GoForward Solutions

Legal name

GoForward Solutions Co

Website

https://goforwardsolutions.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Short description

GoForward Solutions is a privately held Oregon-based CPA practice led by Edward Culp that provides tax strategy, exit planning, and ValueBuilder business advisory services to small and mid-sized business owners through one-on-one engagements and subscription-based group programs.

Ownership category

akta.pro rank

Product category

Accounting & Tax Advisory Services

akta.pro primary industry

Captive Insurance Advisory & Management (FSAEADAF)

Keywords

• Tax strategy consulting
• Exit planning services
• Small business accounting
• Business valuation advisory
• Wealth planning services

Headquarters

HQ city

Oregon City

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations

Revenue model

1. Tax Strategy Services: Professional tax strategy consulting including personalized written tax savings blueprints and implementation support. Revenue generated through hourly rates and retainers.
2. Exit Planning Services: One-on-one and group exit planning advisory using BEI's 7 Step Exit Planning Process. Delivered through monthly subscriptions and one-time engagement fees.
3. ValueBuilder Program: ValueBuilder Score assessment and business value improvement methodology. Offered as one-on-one monthly subscriptions or group programs using GoToMeeting.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

GoForward Solutions is a CPA and business advisory firm that delivers personalized tax strategy services, tax preparation, exit planning using the BEI Seven Step Exit Planning Process, and business value improvement via the ValueBuilder System for small to mid-sized business owners. Services are offered in both one-on-one and group engagement formats, supported by guaranteed outcome claims and money-back guarantees.

Product overview

GoForward Solutions is a CPA firm offering a unified suite of business advisory services focused on tax savings and exit planning for small to mid-sized business owners. The core offerings include Tax Savings BluePrint (personalized tax strategy plans), Tax Strategy Implementation (implementation support), Ideal Exit Plan (succession and exit planning), and ValueBuilder (business valuation improvement methodology). All services are backed by a 30-day money-back guarantee and include options for individual consulting or group programs.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Preparation and Filing
• Tax Savings BluePrint
• Tax Strategy Implementation
• Ideal Exit Plan

Quantifiable outcome

• Businesses with Value Builder Score of 80+ received offers 71% higher than average-scoring businesses
• +3 more outcomes

Named customers8 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• BEI Network of Exit Planning ProfessionalscoreStrategic or Co-development PartnerMember of the most widely respected and successful Exit Planning network in North America. Uses The BEI Seven Step Exit Planning Process, a systematic process universal in practice but unique in outcomes, developed for businesses of various sizes and industries.
• The Value Builder SystemcoreStrategic or Co-development PartnerCertified Value Builder providing The Value Builder Score assessment and methodology. The system analyzes eight core value drivers and is backed by analysis of 30,000+ businesses. Companies with Score of 80+ sell at 71% premium.

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Direct peers

• EOS Worldwide: EOS Worldwide provides the Entrepreneurial Operating System and a global network of implementers serving SMB owners. It overlaps with GoForward's ValueBuilder advisory by targeting the same entrepreneur segment focused on growth and operational improvement.
• B2B CFO Partners: B2B CFO Partners provides fractional CFO and financial advisory services to SMBs nationwide through a partner model. Like GoForward, it sells ongoing advisory engagements to owners of mid-sized private businesses, though with a finance rather than tax/exit focus.
• The Entrepreneur's Source: The Entrepreneur's Source is a coaching and advisory network helping owners explore exit options, franchising, and next ventures. It competes directly with GoForward's Ideal Exit Plan offering for owners considering transition.
• Strategic Coach: Strategic Coach is a premium business coaching firm targeting entrepreneurial SMB owners, overlapping with GoForward's group program model and Ideal Exit Plan cohort offering. Both compete for the same owner's attention and advisory budget.
• GrowthForce: GrowthForce delivers outsourced bookkeeping, controller, and CFO services to SMBs using a technology-enabled model. It competes with GoForward for the same owner's financial advisory budget, with more leverage from software.
• Pinnacle Business Guides: Pinnacle Business Guides is a peer exit-planning and value-building advisory firm operating in a similar niche. Like GoForward, it focuses on helping privately held business owners prepare for and execute transitions.
• The Value Builder System: ValueBuilder developed the 8-driver business assessment framework and certification program that GoForward Solutions delivers. Both serve privately held SMB owners seeking to maximize company value ahead of a sale or transition.
• Business Enterprise Institute (BEI): BEI is the parent network of the Exit Planning methodology that GoForward Solutions is a member of. Both firms serve SMB owners with structured exit and succession planning, and GoForward literally delivers BEI's 7-Step Process to its clients.

Emerging players

• Anchor Business Coaching: Anchor Business Coaching is a smaller, ValueBuilder-aligned advisory firm serving local SMB owners with exit planning and value-building services, very similar in size and scope to GoForward Solutions.

Others

• Foundation Software: Foundation Software provides accounting and ERP software for construction and SMB clients. While not a direct advisory competitor, it represents the software-driven efficiency tools that could pressure traditional CPA service economics affecting firms like GoForward.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/GoforwardC

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about GoForward Solutions