Who We Serve
We work with founders and operators who are building product and service businesses—whether you're selling through retail, subscriptions, or direct to consumer. While many of our clients are in CPG, hospitality, SaaS, and professional services, our approach is tailored to your business model—not just your industry.
Restaurants
Restaurants operate in a margin-sensitive, dynamic environment where operational efficiency and financial clarity are essential.
Prime Cost
Management
Monitoring and optimizing food, beverage, and labor costs to protect margins without compromising guest experience.
Location Performance Analysis
Identifying opportunities to reduce production costs and improve gross margins.
Menu Engineering & Liquidity Planning
Managing daily cash flow and seasonal fluctuations to ensure sufficient runway for operations, payroll, and vendor obligations.
Vendor & COGS
Strategy
Improving purchasing efficiency and negotiating vendor contracts to reduce cost of goods sold (COGS).
Profitability
Turnaround Analysis
Supporting underperforming concepts with data-driven plans to stabilize operations and improve margins.
Financial Reporting
& Forecasting
Delivering accurate, timely reporting that enables operators to make informed decisions and plan for growth.
Other Hospitality Businesses
From boutique accommodations and wellness retreats to event venues and food halls, hospitality businesses operate at the intersection of experience, service, and operational complexity.
Revenue Stream Analysis
Breaking down and optimizing multiple income sources (e.g. Room bookings, F&B, events) to understand profitability by channel.
Cash Flow Forecasting & Seasonal Planning
Ensuring liquidity during off-peak periods and aligning spend with demand cycles.
Cost Control &
Vendor Management
Streamlining procurement and expense tracking across diverse operational areas.
Event & Program Profitability
Evaluating one-time and recurring offerings to ensure alignment with brand and margins.
Multi-Location Oversight
Consolidating financials across locations and creating reporting frameworks for scalable growth.
Capital Investment Planning
Supporting buildouts, renovations, and expansion plans with scenario modeling and return analysis.