LiNQ Ventures in Sarasota

Business Advisor in Sarasota, Florida: AI Implementation and Fractional CFO

LiNQ Ventures is a Sarasota, Florida business advisory firm. We help small to mid-size businesses implement AI in their daily operations and provide fractional CFO leadership to owners who need finance expertise without a full-time hire. Founded by Ben Wagner and Erin Wagner, the firm works with businesses in transition in Sarasota and Manatee counties, across Florida, and on select national engagements.

What a Sarasota business gets from LiNQ Ventures

LiNQ Ventures provides two services. AI implementation: we design and deploy AI agents, workflows, and skill libraries inside professional services firms and operating businesses, then train the team to run them. Fractional CFO advisory: we provide part-time CFO leadership covering financial modeling, forecasting, cash management, month-end close oversight, and board or lender reporting.

Who we work with in Sarasota

Our clients are owners and leadership teams of small to mid-size businesses. Typical situations include a professional services firm that wants AI doing the routing work instead of new hires, a company that has outgrown bookkeeping but is not ready for a full-time CFO, and an owner preparing the business for a change in leadership or ownership.

How an engagement starts

Every engagement begins with a scoped assessment. For AI implementation, we map current workflows, identify where agents replace manual routing, and deliver a build plan with an approval matrix and a 90-day pilot scorecard. For fractional CFO work, we review the financial reporting stack, identify gaps, and agree on a monthly cadence and deliverable list before any fee is set.

Selling a business? That is BRiNQ

Business exit advisory and business brokerage are handled by BRiNQ, a separate firm affiliated with CanZell Business Brokers and co-founded by Ben Wagner. When a LiNQ client’s transition is a sale, we refer the engagement to BRiNQ under a separate agreement. Learn more at brinqventures.com.

Contact LiNQ Ventures in Sarasota

LiNQ Ventures, LLC, Sarasota, Florida. Phone: 941.914.1766. Email: ben@linqventures.com. Schedule an assessment through the Contact page.

Frequently asked questions

Does LiNQ Ventures only work with Sarasota businesses? No. LiNQ Ventures is based in Sarasota and most clients are in Florida, with national engagements where the fit is right. Fractional CFO and AI implementation work is delivered remotely, with in-person sessions in the Sarasota, Manatee, and Tampa Bay area.

Is LiNQ Ventures a CPA firm? No. LiNQ Ventures is an advisory firm. LiNQ works alongside each client’s CPA, attorney, and banking relationships. Where a licensed CPA, tax counsel, or forensic specialist is required, we bring one in.

How does a LiNQ Ventures engagement start? With a scoped assessment. You get a written plan and a deliverable list before any fee is set.

Does LiNQ Ventures sell businesses in Sarasota? No. Business exit advisory and brokerage are handled by BRiNQ, a separate firm affiliated with CanZell Business Brokers. LiNQ refers clients to BRiNQ when a transition involves a sale.