Different businesses. The same disciplines.
Every industry has its own rhythms — how work is won, how revenue is recognized, where cash gets tied up, what a good month actually looks like. We learn yours.
But what builds enterprise value is remarkably consistent: numbers you can trust and act on, disciplined cash management, a real understanding of what each job, unit, or customer earns, and financial leadership that turns all of it into better decisions. That is what we bring, whatever business you’re in.
Industries We Serve
Construction & Contractors
Job costing, percentage-of-completion, progress billing, bonding, retainage, and cash flow that swings with the pipeline. We bring the clarity that protects margin job by job — and the WIP credibility a surety and a lender both want to see.
Home Services & Franchise Systems
HVAC, plumbing, electrical, pest control, and multi-unit franchise systems. Route-based, recurring-revenue businesses where unit economics, pricing, and retention compound directly into the value of the enterprise.
Professional Services
Law firms, agencies, consulting, and engineering firms. Utilization, realization, and project profitability — with the strategic financial leadership partners rarely have time to build for themselves.
Manufacturing & Distribution
Inventory, landed cost, and margin management, with CFO-level insight into what actually drives profitability by product, channel, and customer — and where working capital is quietly trapped.
B2B & Route-Based Services
Commercial cleaning, pest control, security, and facilities services. Recurring-revenue businesses where route density, pricing discipline, and retention compound into enterprise value over time.
Technology & SaaS
Recurring-revenue metrics, financial planning, and exit readiness for growing technology companies — the reporting discipline that investors and acquirers expect to see, built before they ask for it.
Private-Equity-Backed and Sponsor-Owned Companies
Sponsor-owned companies operate under a different clock. Reporting obligations are non-negotiable, the value creation plan has dates attached, and the finance function is expected to perform at a level the company may not yet have staffed for.
We’ve worked inside that environment for years — portfolio company finance leadership, integration after close, reporting built to a sponsor’s standard, and preparation for the next transaction. We understand what the board sees, what the sponsor is measured on, and how quickly a reporting gap becomes a credibility problem.
And Other Growing Businesses
Don’t see your industry? Most of what makes a business more valuable isn’t industry-specific. If you’re a growing company that wants a financial partner focused on building value — and eventually on capturing it — let’s talk.
Let’s talk about your business.
Tell us where you are and where you want to go.
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