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Meritus Launches New Brand and Website With Special Offer: The 3 Point FP&A Business Success Service

Meritus (, a Financial Planning and Analysis firm located in San Mateo, has re-launched with a new brand, new website and new promotion: The “3 Point FP&A Business Success Service” for growth companies.


(San Mateo, CA) Meritus, a Financial Planning and Analysis firm located in San Mateo, has re-launched with a new brand, new website and new promotion: The “3 Point FP&A Business Success Service” for growth companies.

According to Mary Wong, Meritus founding partner, “Companies that align strategy, processes, and best practices in FP&A with their growth plans are much more likely to achieve their goals.” Meritus provided this FP&A alignment to Guidewire (, the first company to go public in 2012. As Mary continued, “We worked closely with their in-house finance team, from startup through series funding to their record-breaking IPO. Guidewire is just one of our success stories; our goal is to bring world-class FP&A to a wider audience.”

Committed to this goal, Meritus is introducing “3 Point FP&A Business Success Service” for growth companies, a three-point service that can be tailored up or down to fit the specific needs and budget of any growth company. The service helps you:

  1. Develop your Planning Maturity roadmap
  2. Unlock planning process bottlenecks
  3. Leverage low cost planning technology

The need for strategic planning with appropriate metrics and analysis is more important than ever. With tougher financial regulations, stricter guidelines from lending institutions and added skepticism from investors, performance metrics, data analysis and defensible projections provided by third-party partners not only help with regulatory compliance and improved funding opportunities, but strategic FP&A can actually help companies grow. Meritus’ goal is to be top of mind when companies are preparing for a liquidity event, an M&A or an exit strategy, where maximum enterprise value can best be realized.

About Us

Meritus was founded in 2007 with a mission to build defensible financial models that articulate a company’s vision for growth. We believe real vision comes from the heart, not the mind: Bold, Compelling, and Unique to you. Your vision is our forecast foundation and our goal is to develop a financial plan that assesses your risks, embodies your culture and reflects your vision.
Meritus is an on-demand Financial Planning and Analysis (FP&A) consulting firm that brings actionable knowledge to business leaders so they can make informed decisions. We do this by understanding your business, identifying your data requirements and helping you set business expectations. With clients ranging from startups to publicly-traded companies, we value long-term partnerships with CEOs and CFOs where we can continuously support their vision and ensure they stay agile to respond to the many challenges faced by growth companies.
Our wide-ranging services, flexibility and scalability guarantee our commitment to your evolving business requirements while our team of highly trained consultants brings experience, expertise and maturity to all levels of engagements. We leverage our comprehensive financial models, project management tools and internal control processes to ensure our services are efficient and quality-driven. Our measure of success is our ability to deliver valuable Insights and Actionable Knowledge. To learn more, visit:

Sales Inquiries:
Meritus, LLC
63 Bovet Road, Suite #245
San Mateo, CA 94402
Tel: 650.587.5199
Press Inquiries:
Sandra Evans & Associates
Tel: 415.887.9230


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 financial experts
 financial services
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