Deep financial expertise across eight commercial sectors. Each sector has distinct unit economics, capital structures, and regulatory considerations.
MRR/ARR modeling, cohort retention analysis, CAC:LTV optimization, Rule of 40 monitoring, and SaaS-specific KPI dashboards. We have built financial models for companies from pre-seed to IPO-ready.
Contribution margin by SKU, shipping-cost modeling, inventory-turn analysis, customer-acquisition economics, and marketplace fee optimization. We know the difference between gross margin and real margin.
Standard costing, BOM analysis, capacity-utilization modeling, supply-chain finance, and CapEx planning. We understand the gap between plant-level and corporate-level financials.
Reimbursement modeling, R&D capitalization, regulatory-cost forecasting, and clinical-trial budget management. Limited: we do not advise on healthcare regulatory compliance or coding.
Project-level pro formas, waterfall modeling, construction draw management, and portfolio-level cash-flow aggregation. Limited: we do not provide brokerage, property management, or fund-formation advice.
RevPAR modeling, food-cost control analysis, labor-scheduling optimization, and franchise-fee auditing. We understand the unit economics of restaurants, hotels, and multi-unit operators.
Freight-cost modeling, warehouse economics, fleet financing analysis, and route-profitability mapping. We help logistics companies understand margin by lane, by customer, by service type.
Utilization-rate tracking, realization analysis, WIP management, and partner-compensation modeling. We help services firms transition from cash-basis thinking to accrual-based discipline.
Our principals have worked across 20+ sectors. The financial principles transfer. Tell us about your business and we will tell you honestly whether we are the right fit.