THE CHALLENGE
You've Built a Business That Works.
Now Build the Financial Infrastructure that Scales It.
At $5M–$100M in revenue, operational complexity outpaces financial infrastructure. Strategic decisions, capital deployment, hiring ROI, margin expansion, partnership evaluation, require forward-looking models and real-time visibility. Most CEOs are making those calls with backward-looking data and founder intuition.
The constraint isn't revenue growth. It's financial clarity. You're allocating capital without scenario modeling.
You're building a company on a startup's foundation, instead of scalable infrastructure.
Time to implement institutional-grade forecasting and reporting systems.
$2M
$2M
Revenue range where financial infrastructure gaps become critical.
3Points
3Points
Typical EBITDA margin expansion through capital allocation discipline.
Proven Results Across Industries

HEALTHCARE
MARGIN OPTIMIZATION
Reps had full pricing authority. Every discount came straight out of margin.
We restructured sales incentives around gross profit and built the KPI layer to manage scale without founder dependency.

E-COMMERCE & RETAIL
CASH FLOW & TURNAROUND
P&L showed profit. The business nearly ran out of cash.
We separated entity financials, installed weekly cash visibility, and made a repeat liquidity crisis structurally impossible.

LEGAL & PROFESSIONAL SERVICES
FINANCIAL INFRASTRUCTURE
Billings delays was the cash flow problem. No one was tracking it.
We built matter-level profitability tracking, tightened AR, and took finance off the managing partner's desk completely.
WE WORK WITH

