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Advisory

The work that changes the outcome.

Bookkeeping tells you what happened. Advisory decides what happens next: how you are taxed, how you grow, and what the business is worth when you are ready to hand it over.

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Cash runway

13 week model

$331,420

wholesaler draft Fri

Per store P&L

Month to date
Main Street$412,870
Net margin6.4%
Lakeside$318,450
Net margin5.1%
Northgate$275,310
Net margin7.8%

Tax planning and strategy

Filing is the record. Planning is the outcome.

  • Entity selection and reasonable compensation modeled against real distributions
  • Timing of inventory, equipment, and facility spend to land in the right year
  • Multi-location and multi-state exposure reviewed before it becomes a surprise
  • Quarterly planning sessions, not one conversation in April

Real estate and entity structure

If you own the building, this is usually the largest untouched opportunity.

  • Self-rental structures documented and priced defensibly
  • Cost segregation studies evaluated for the buildings that justify one
  • Holding company and operating company separation for liability and exit flexibility
  • Lease versus buy analysis for the next location

Buy, sell, and exit representation

Most owners sell once. We do this repeatedly.

  • Valuation grounded in normalized earnings, not a rule of thumb multiple
  • Clean-up work started years ahead so the books survive diligence
  • Deal structure, earnouts, and inventory true-ups reviewed line by line
  • Succession planning for family and key employee transitions

Acquisition modeling

Know what the store is worth inside your group, not on paper.

  • Quality of earnings review and owner add-back scrutiny
  • Inventory verification and payer mix analysis before close
  • Financing scenarios modeled against your existing debt service
  • First hundred days integration plan for books, payroll, and reporting

Fractional CFO leadership

A senior financial partner without a senior salary.

  • Rolling cash forecast owned by someone other than you
  • Lender and wholesaler negotiations backed by clean packages
  • Budget, KPI targets, and monthly accountability meetings
  • Board-quality reporting for partners and family stakeholders

Who this fits

Advisory works best when the books are already clean.

Most clients start with our solutions engagement, then layer advisory on once the numbers are trustworthy. If your books are already in good shape, we can start here.

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