Industries We Serve
Industry-Specific Financial Intelligence.
Financial principles are universal, but profit drivers are specific. We bring deep vertical expertise to family-owned businesses, dental groups, manufacturing, healthcare, and logistics.
The Industries We Serve
While financial integrity is universal, profit drivers are specific. We bring 25+ years of operational experience to businesses ranging from $1M to $200M in revenue.
Family-Owned Businesses
Navigating the unique balance of family dynamics, trust issues, and succession planning with objective financial leadership.
Dental Practices & Groups
From single offices to groups generating $200M—we optimize associate compensation, equipment debt, and expansion cash flow.
Manufacturing
Trusted by the CMTC to help manufacturers master inventory controls, margin improvement, and production costs.
Logistics and Distribution
Managing the heavy working capital demands of inventory and logistics to ensure liquidity during volatile cycles.
Real Estate
Streamlining inter-company transactions and tax structures for families with significant real estate assets.
Private-Equity Backed Companies
Providing the institutional-grade reporting and data integrity investors demand, while protecting the founder’s interests.
Contact Us
Does Your CFO Understand Your Business Model?
Don’t pay for a learning curve. Partner with a senior leader who knows your market.