For businesses
Advanced Financial Solutions
We use finance and management, along with strong tools and technology, to create a better environment for decision making in growing companies, and to empower the teams that run them.
Proper and useful visibility into the activities of the business.
Architecture & engineeringUtilization, effective rate, and margin by project and studio — with principal time in the numbers.
Construction & tradesWIP schedules that tie to the books, so over- and under-billings stop surprising the quarter.
Food service & hospitalityPrime cost by location by week — food, beverage, and labor against theoretical.
E-commerce & consumer brandsContribution margin by SKU and channel — after ad spend, returns, and fulfillment.
Medical & dental practicesProduction, collections, and overhead per provider and per chair.
Professional services & agenciesRealized rate and margin by client and service line, with partner time included.
Manufacturing & distributionTrue unit costs with scrap and downtime in them, and margin by product line and customer.
Real estate & propertyProperty-level returns — NOI, cash-on-cash, debt coverage — rolled up across every entity.
Non-profits & foundationsRestricted and unrestricted funds tracked cleanly, and true program cost the board and the Form 990 agree on.
Owners & familiesA personal balance sheet with the company equity in it, and household cash flow that plans the year.
Feedback loops, management reporting, and responsiveness to the numbers.
Architecture & engineeringFees priced from the last project's actuals, and a capacity number that times the next hire.
Construction & tradesJob costing that feeds the next bid, and cash forecast through retainage and draw schedules.
Food service & hospitalityMenus repriced as input costs move, and labor scheduled to the forecast instead of habit.
E-commerce & consumer brandsInventory buys sized by the cash forecast, and customer-acquisition payback watched weekly.
Medical & dental practicesPayer mix and fee schedules reviewed on a calendar, and hiring triggered by capacity numbers.
Professional services & agenciesPricing tested on actuals, scope creep caught at the invoice, and hires timed by capacity.
Manufacturing & distributionPurchasing and production run from a rolling forecast, with inventory turns watched monthly.
Real estate & propertyReserves, refinancing windows, and rate exposure managed on a calendar.
Non-profits & foundationsA budget the board can read in ten minutes, and a written spending policy for reserves and endowment.
Owners & familiesDistributions, taxes, and debt sequenced on a calendar instead of discovered in April.
Identifying, funding, and investing in winning initiatives while reducing loss and risk, so good decisions compound at scale.
Architecture & engineeringKnowing which project types and clients earn best, and steering the pipeline toward them.
Construction & tradesWhich crews, trades, and job types earn their keep — and the bonding capacity for bigger work.
Food service & hospitalityUnit economics proven before the second location signs its lease.
E-commerce & consumer brandsCapital moved to the SKUs and channels that return it fastest.
Medical & dental practicesThe next operatory and the associate-to-partner path modeled before committing to either.
Professional services & agenciesRetainers and productized services that compound instead of resetting to zero each month.
Manufacturing & distributionCapital equipment cleared against a hurdle rate — the machine pays for itself on paper first.
Real estate & propertyThe next acquisition underwritten against the whole portfolio, with 1031 and cost-segregation timing planned early.
Non-profits & foundationsReserves and endowment governed by policy, so the mission outlasts any one grant cycle.
Owners & familiesSurplus planted by policy — retirement plans, portfolios, and giving timed by tax effect.
A business ready for the business cycle and for changes in ownership and management, and real wealth for owners and teams beyond the organization itself.
Architecture & engineeringOwnership transition planned early, so the firm outlives the founders' stamp.
Construction & tradesA reserve sized to the cycle, key people covered, and a company that outlives the owner's truck.
Food service & hospitalityA concept that runs on systems rather than the founder's presence — ready for the cycle, or a buyer.
E-commerce & consumer brandsA brand kept diligence-ready: clean data, documented operations, contracts that transfer.
Medical & dental practicesA practice valued and transition-ready — a DSO offer or an associate buy-in, on your terms.
Professional services & agenciesRevenue that does not walk out the door with one rainmaker — succession funded and documented.
Manufacturing & distributionKey people covered, roles cross-trained, and credit arranged before the cycle turns.
Real estate & propertyEntity structure and transfer plans that move buildings across generations without forcing a sale.
Non-profits & foundationsSuccession for the founding director, and continuity for the mission itself.
Owners & familiesDocuments, beneficiaries, and insurance that agree with each other — and a next generation taught, not just named.
Sectors we serve
How the work runs
Two gates, then the work. Either gate can come first — some owners start with the free call, some go straight to the review.
The review is credited in full toward the build, and most of the run internalizes to your team by the end of the cycle — the goal is a finance function you own.
The close rebuilt and running by the 10th. Books, bank, and tax returns agreeing. Margin by segment, and a thirteen-week cash forecast that resets as reality lands.
A pricing method tested on actuals. Budget vs. actual with variances explained monthly. Capacity numbers that trigger the next hire or the next buy.
Unit economics under a growth case. A hurdle rate every investment must clear. A written policy for profit, and wins documented so they repeat.
A reserve sized to a downside case. Credit arranged before it is needed. Key people covered, successors trained, and a close that runs without the owner.
Selected engagements
Restaurant technology platform · Midwest
The company had its first offer above $10M on the table and the team was ready to sign. We built the model and the valuation case, and showed what the business was worth on the trajectory it was already on. The owners declined. A few years later the offers were an order of magnitude higher.
Design build firm · Austin, Texas
The owners were paying their designers more than they were paying themselves. We restructured how money moved through the entities and built the distribution and tax strategy around it. Tax bills alone now exceed what the owners used to take home, and one owner earns more outside the business than he ever did running it.
Law firm · South Texas
Leadership was aging and four junior candidates were ready, but the firm had never brought on more than one partner at a time. We worked with the senior and junior leaders together to build the compensation model, the transition terms, and the reporting to run both. Four partners were admitted, and the firm began hitting revenue targets rather than setting them.
Functional medicine clinic · San Antonio
Growth was capped by the founder's own bandwidth and by having no way to plan ahead. We built the plan, then structured a low-risk way to bring in a part-time COO against it. That COO stepped up to run the business day to day as chief executive.
International beauty company
Four revenue streams across six continents, with almost no forward-facing visibility and partnership tensions nobody could put numbers to. We consolidated reporting across every channel and region, then built the budget process on top of it. Performance is tracked monthly now, and budgets hold as retail and ecommerce grow.
Women's healthcare brand
Worldwide marketing metrics were airtight while margin, inventory, and cash were chaos. Several accounting firms had been paid well and none of them had fixed it. We rebuilt reporting by retail, ecommerce, and product line and put a cash forecast underneath. Performance is visible by channel and product, and cash is planned against growth and acquirer conversations.
Start here
Twelve questions, two minutes — scored against the standard we hold client books to, with an action plan behind it.
Scorecard & Action Plan → Talk to us →