Industries We Specialize In

We work with business owners in complex, niche, and seasonally-driven industries where most advisory firms lack the depth to truly help.

Marine Operations
Marine Operations
Slips, fuel, service & seasonal cash flow
Government Contracting
Government Contracting
Compliance, indirect rates & contract cash flow
Golf & Resorts
Golf & Resorts
Seasonal revenue, F&B margins & membership models
Landscaping
Landscaping
Crew profitability, job costing & seasonal planning
Hospitality
Hospitality
RevPAR, ADR, occupancy & F&B strategy
Dining & Restaurants
Dining & Restaurants
Food cost, labor margins & table turn strategy
Real Estate
Real Estate
Portfolio cash flow, CapEx & property-level P&L

Our Ideal Client

Owner-Operated or Privately Held

We work directly with the owner. Not layers of management. Not a finance department. The person who built the business.

$300K–$3.5M+ in Annual Revenue

Businesses with real complexity that have outgrown basic bookkeeping but don't yet need a full-time CFO.

Complex, Niche or Seasonal Model

Industries with multiple revenue streams, seasonal cash flow, compliance requirements, or specialized cost structures.

Ready to Invest in Financial Clarity

Owners who understand that good financial guidance is an investment — not just a cost — and who are ready to act on insight.

Ready to gain financial clarity?

Schedule a Consultation →