Untangle the business.
Protect your cash flow. Reclaim your time.
As your business grows, your books become a mess of fragmented CPAs, aging bookkeepers, and complex tax liabilities. You are spending too much time managing the machine instead of running the business. Nimble & Cross untangles the operation. We consolidate your entities, optimize your tax strategy, and automate your daily financial reporting. We give you total visibility and control, so you can step away from the administrative firefighting and focus on your legacy.
> ▍
From messy operations to a protected holding company.
Nimble & Cross cleans up the operational mess that comes with a growing business. We simplify your structure, protect your assets, and automate the daily financial grind so you can get your time back.
Untangling the corporate web.
Growing businesses usually end up with a messy web of LLCs. We audit, clean up, and consolidate your corporate entities. We separate your risky operating assets from your safe holding company, ensuring your wealth is legally protected from day-to-day business liabilities.
Entity cleanup: Audit every LLC you’ve accumulated and consolidate or retire the ones that just add filings.
OpCo / HoldCo split: Separate your risky operating assets from a protected holding company, so a lawsuit against the business can’t reach your personal wealth.
Domain & IP lockdown: Every domain and trademark secured under the entity that’s actually supposed to own it.
Putting idle cash to work.
Stop leaving massive cash reserves in a standard checking account earning zero interest. We deploy high-yield corporate treasuries and automated sweeps so your money is always working for you, while remaining fully liquid for payroll and operations.
High-yield treasury: Cash that used to sit at 0% moves automatically into an account that actually pays you for holding it.
Automated sweeps: A standing buffer covers payroll and operations; everything above it sweeps upstream on its own.
Same-day liquidity: Move funds back the same day, so earning yield never costs you access when payroll’s due.
Stopping the tax leak.
Stop waiting until April to find out what you owe, and stop relying on a fragmented string of bookkeepers. Our agents close your books daily and actively model your revenue against the tax code, routing funds to minimize your tax bill and maximize your personal take-home.
Daily book close: Books close every day, not once a quarter when a bookkeeper finally gets to it.
Continuous tax modeling: Revenue checked against the tax code daily, so April never shows up with a surprise.
Take-home maximization: Funds routed to minimize what you owe and maximize what actually lands in your account.
Financing the next phase.
Whether you are buying out a partner, acquiring a competitor, or securing a line of credit to smooth out inventory costs, we generate the exact P&L statements and financial narratives that lenders require.
Lender-ready financials: P&L statements and projections generated in the exact format a bank actually asks for.
Partner buyouts: Structure and document a partner buyout or competitor acquisition, from term sheet to close.
Inventory credit lines: A credit line sized to smooth out the gap between paying suppliers and collecting from customers.
Protecting what you built.
When the operating company is stable, the focus shifts to keeping the money safe. We establish trusts and route excess capital into Donor-Advised Funds (DAFs) to slash your tax burden today while protecting your capital for the next generation.
DAF structuring: Route excess capital into a donor-advised fund and capture the tax deduction now, on your terms.
Trust structuring: Capital held in a structure built to outlast you, not just to dodge probate.
Generational transfer: Move what you built to the next generation with the structuring already in place.
Search results: owners & operators▍
Displaying relevant system documentation, cross-border tax memos, and owner-operator HR templates from the library.
Apply for access and let Nimble & Cross run treasury, bookkeeping, tax strategy, and compliance across every border you operate across.