We adapt to your business model, not just your industry.
From pre-launch startups to established companies, we’ve partnered with founders and operators across CPG, hospitality, technology, professional services, and beyond. Our approach starts with your numbers, your goals, and your stage of growth.
CPG & Retail
For the brands that move fast and grow smart
Building a retail or CPG brand takes hustle and data driven discipline. We help you manage costs, plan growth, and turn momentum into measurable results. Whether you’re launching a product line or managing nationwide distribution, we bring the financial agility and operational precision to keep you scaling.
HOW WE HELP
Revenue stream analysis across bookings, F&B, and events
Prime cost management for food, beverage, and labor
Cash flow forecasting aligned with seasonal demand
Location performance analysis across multi-unit operations
Capital investment planning for buildouts and expansions
Technology
For builders of what’s next
In the tech space, growth moves fast and so do the numbers behind it. We help SaaS and consumer tech companies turn data into clarity, manage burn, scale profitably, and make every funding round or product launch a strategic leap forward. We design financial systems that match your subscription model, forecasting MRR, analyzing churn, and supporting investor deliverables.
HOW WE HELP
Revenue and utilization analysis for billable hours
Compensation and partner draw strategies
Practice area profitability across specialties
Cash flow and liquidity management
Budgeting and scenario planning
Growth planning and M&A support
HOW WE HELP
Sales forecasting using historical data and market trends
Cost of goods analysis to reduce production costs and improve margins
Inventory management to balance supply and demand
Channel performance analysis
KPI development for sell through rates and contribution margins
Pricing strategy development
Hospitality
For businesses built on experience and precision
We help hospitality leaders balance guest experience with operational excellence. Whether you’re running a restaurant group, boutique hotel, or multi-venue concept, we bring the clarity and control that drive long term profitability. From optimizing labor costs to forecasting seasonal cash flow, we make sure every decision supports growth.
HOW WE HELP
Revenue and monetization modeling for SaaS and marketplace
Customer acquisition cost and lifetime value analysis
Cash flow and burn rate visibility by function
Subscription and churn analytics
Fundraising support who investor ready forecasts
KPI development for ARR, MRR, churn, and churn retention
Professional Services
For firms that trade in expertise
Professional services thrive on people, process, and precision. We bring financial discipline to creative, advisory, and technical businesses so you can scale sustainably without losing your edge. Whether you’re a law firm, consulting practice, or agency, we help you spend more time on your clients and less time wrestling with your finances.
Not seeing your industry? Not a problem.
We’ve supported everything from emerging brands to complex B2B services. Our approach adapts to your business model, not just your industry. If you’re building something ambitious, we’re probably the right partner.