48+
Businesses advised
14
Active advisory clients
$3B+
Prior transaction management
93%
Client retention
Sound Familiar?
You check your bank balance before making every business decision.
No cash flow forecast. No 13-week visibility. Every spending decision is based on what you see in the account at 9 AM, not what's actually available after obligations.
You have no idea what you should be paying yourself.
Random draws from the checking account. No salary structure. No distribution strategy. Your accountant files the return but nobody has told you the optimal number.
Revenue is growing but profit is flat or shrinking.
More sales, same margin problems. You're busy but not richer. Pricing hasn't been reviewed, product mix hasn't been analyzed, and nobody is measuring which parts of the business actually make money.
You can't tell me the cost to acquire a customer.
Marketing spend goes out every month with no payback measurement. You know "marketing is important" but you don't know if it's working or which channels are carrying the business.
Your last hire was a gut decision.
No contribution margin analysis. No cash runway threshold. No model for what that person needs to produce in 90 days to justify their cost. One bad hire at this stage costs $50K to $150K.
Your accountant filed your taxes but you still don't know what to do next.
Clean books are not the same as an optimized business. Your CPA looks backward. Nobody is looking forward at hiring, capital, pricing, or growth decisions.
One client is 20%+ of your revenue.
Customer concentration is the silent killer. If that client leaves, how many months of burn before recovery? Have you calculated your dead zone?
You've thought about buying a business but don't know how to evaluate the deal.
You can read a P&L. But do you know the cash conversion cycle, the revenue quality breakdown, the customer concentration risk, and the real contribution margins by product?
What Doing Nothing Costs You
Unmeasured marketing spend
A client was spending $40K/month on marketing with no ROI tracking. Two of three channels were producing nothing. We cut spend to $15K. Deal flow stayed the same. That's $300K/year in savings from measuring something nobody measured.
Uncollected receivables
A seven-figure business couldn't make payroll on Friday. Not because revenue was bad. Because $73K was sitting in unpaid invoices that nobody was following up on. We collected it in one week. The engagement paid for itself before onboarding started.
Bad compensation plans
A salesperson closing $190K/month was destroying the culture. Turnover costs, damaged client relationships, and fulfillment cleanup were a $500K problem hiding behind a good dashboard number. Commission tied to revenue instead of gross profit incentivizes the wrong behavior.
No cash flow forecast
A founder with $187K in the bank approved a new hire, a vendor deal, and doubled ad spend. Two weeks later he couldn't make payroll. $65K in payables, $40K in taxes, and a $90K invoice that wouldn't clear for 3 weeks. He was making $187K decisions on $12K of real money.
Zombie zone paralysis
3 to 6 months of cash. Not enough to invest. Not broke enough to decide. Revenue drifts. Decisions stall. It takes 23 months to close a fundraise. If you have 4 months of cash, that's not a plan.
Wrong entity structure and missed tax strategies
Businesses at $2M to $6M typically leave $75K to $210K in annual tax savings on the table. No S-Corp election. No R&D credits claimed. No QBI optimization. No retirement plan strategy.