Inflection Management is a business management firm that works with entrepreneurs and small business owners across a range of industries. Its aim is to help clients better understand how their businesses operate, establish clear direction, and focus on what matters most. The firm takes a practical approach to complex business systems, reviewing past performance and planning ahead to identify and implement effective business practices.

Its services include systems and processes, business analysis and planning, and personal and business integration. With a financial-planning perspective, Inflection Management recognizes that business decisions often affect personal goals and that both sides of a client’s financial picture can be interconnected. The team works directly with clients’ existing advisors and provides ongoing support as part of the broader team.

Inflection Management’s team includes founder Gregory Karis, CFP®, and managers Katia Kin and Annette Karis. The firm invites business owners to book a consultation to discuss their needs.