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.
Professional Services
Professional service companies rely heavily on their people, processes, and client relationships to succeed.
Profitability
Management
Assessing service lines, projects, and client accounts to identify the most profitable areas and optimize resource allocation.
Cash Flow
Management
Ensuring consistent cash flow to cover payroll, expenses, and reinvestment needs.
Utilization and Productivity Metrics
Establishing and tracking key metrics such as billable hours, project efficiency, and staff utilization rates.
Cost
Management
Identifying and reducing overhead costs without compromising service quality.
Billing & Collection
Management
Streamlining invoicing processes to reduce outstanding receivables and improve cash cycles.
Compensation and Incentive Planning
Designing compensation structures that align employee performance with company goals.
Law Firms
Law firms operate in a complex environment where billable time, client trust, and regulatory compliance intersect. Whether you're a solo practitioner scaling up or a multi-partner firm expanding into new practice areas, accurate financial management and forward-looking strategy are critical.
Revenue & Utilization Analysis
Tracking billable hours, realization rates, and partner/staff productivity to optimize firm profitability.
Compensation & Partner Draw Strategies
Designing equitable and sustainable compensation structures aligned with firm performance.
Practice Area Profitability
Evaluating performance across litigation, corporate, IP, family law, or other specialties to inform strategic focus.
Cash Flow & Liquidity Management
Projecting collections and planning for expenses such as payroll, insurance, and partner distributions.
Budgeting & Scenario Planning
Building budgets by practice area and modeling investment decisions such as hiring, marketing, or technology spend.
Growth Planning & M&A Support
Assisting with expansion strategies by modeling scenarios, conducting due diligence, and aligning financial infrastructure for scale.
Hair Salons
Hair salons operate in a highly competitive, service-based industry where customer experience, staff efficiency, and financial control directly impact profitability.
Service & Retail Profitability Analysis
Evaluating the profitability of services, stylists, and retail products to guide pricing, promotions, and resource allocation.
Compensation & Commission Structuring
Designing pay models that balance incentives for stylists with overall profitability and team alignment.
Appointment & Revenue Forecasting
Using historical data to forecast bookings, revenue targets, and identify opportunities to increase client retention and rebooking.
Multi-Location Oversight
Providing consolidated financial reporting and KPIs for salons with multiple locations or franchise models.
Inventory & Vendor Management
Helping salons track product usage, control retail inventory, and improve margins through smarter ordering practices.
Expansion & Renovation Planning
Supporting salon growth through financial modeling, lease analysis, and capital planning for new locations or remodels.
Not seeing your industry? We still might be the right fit.
We’ve supported everything from emerging product brands to B2B services. Let’s talk about how we can support your business.