Client Results

Real clients.
Real results.
Real impact.

From healthcare practices to CPG brands to venture-backed startups — we execute alongside your team as financial and operational partners.

$55M+
In client funding facilitated
75+
Businesses served worldwide
30+
Years combined experience
5+
Industries served
Healthcare

Medical & Dental Practices

We help practices uncover revenue leakage, optimize their revenue cycle operations, and build the financial infrastructure to scale or exit.

Healthcare · Medical Imaging
West Valley MRI / SoCal Imaging
Los Angeles, CA · Medical Imaging Practice
Challenge

A growing medical imaging practice needed financial and operational infrastructure to support rapid growth. Their accounting department lacked systems to produce reliable financials, and medical insurance claims were being left uncollected.

Solution

Came in as Controller and Fractional CFO — reorganizing the accounting department, implementing new processes, and delivering reliable financial reporting for board meetings. Identified and recovered significant uncollected medical insurance claim revenue.

Results
$250K in operating cost savings for the year
$130K above plan collected in medical insurance claims
Reliable financials delivered on-time for board meetings
Accounting department fully reorganized and optimized
1 Year · Controller & Fractional CFO Work with us →
"

She helped organize our accounting department, saving us operating costs of $250K for the year and collecting $130K above plan in medical insurance claims. The team performed the best under her direction meeting deadlines on time, therefore producing reliable financials for board meetings.

Reymond Gamzeletova
CEO & Founder, West Valley MRI
Healthcare · Podiatric Surgery
Platte River Foot & Ankle Surgeons
Nebraska · Multi-Location Podiatry Practice
Challenge

A founder-led podiatric surgery practice needed complete financial infrastructure built from scratch to support rapid multi-location expansion and acquisition strategy across Nebraska.

Solution

Built the full financial infrastructure alongside the founder — financial modeling, per-acquisition analysis, practice valuation, and scaling frameworks for multi-location growth.

Results
Full financial infrastructure built from zero
Per-acquisition financial modeling delivered
Practice valuation & scaling strategy completed
Fractional CFO · M&A Advisory Work with us →
Healthcare · Behavioral Health
Breathe Life Healing Centers
Los Angeles, CA · Addiction & Mental Health Treatment
Challenge

A growing behavioral health center needed financial leadership to support multi-facility expansion, including new building development and operational scaling across locations.

Solution

Fractional CFO through the scaling phase — financial planning for new facility development, cash flow management during construction, and multi-location financial systems.

Results
Multi-facility financial planning executed
New building & facility development supported
Cash flow managed through scaling phase
Fractional CFO · Scale Planning Work with us →
Healthcare Practices
Is your practice leaving revenue on the table?

Start with a 30-day Revenue Assessment. We find the exact dollar amount your practice is leaking — and hand you a roadmap to close it.

Learn More →
CPG & E-Commerce

Consumer Brands & E-Commerce

From seed-stage startups to established CPG brands — we help consumer companies build financial infrastructure and scale lean.

CPG · Beauty & E-Commerce
Kenia Beauty
E-Commerce · Beauty Brand
Challenge

Low margins, operational inefficiencies, and single-supplier dependency were limiting profitability and growth potential.

Solution

Reduced operational inefficiencies, diversified product line and supplier relationships, and built a gross margin improvement strategy.

Results
Gross margin improved across product line
Supply chain successfully diversified
Operational efficiencies implemented
3 Years · Fractional CFO & Operations Work with us →
CPG · Food & Beverage
Malibu Mylk
CPG · Plant-Based Beverage
Challenge

Needed accurate financials and a clean financial model to support their fundraising round and present credibly to investors.

Solution

Fractional CFO through the fundraising process — simplifying financial processes and delivering investor-ready financial models and statements.

Results
Investor-ready financials delivered
Financial model built for fundraising round
Fractional CFO · Fundraising Support Work with us →
CPG · Sustainable Products
Reel Paper
CPG · Bamboo Toilet Paper · $10M+ Revenue
Challenge

A $10M+ revenue brand needed debt management and a long-term financial strategy to support new product additions and continued scaling.

Solution

Reshaped debt structure and implemented a long-term financial strategy that improved the company's overall financial position.

Results
Debt successfully restructured
Long-term financial strategy implemented
Financial position significantly improved
Fractional CFO · Debt Management Work with us →
Services & Technology

Startups, Services & Tech

From venture-backed fintech to service businesses expanding internationally — we help companies build for scale at every stage.

Tech · Fintech
Iris Auto Pilot
Venture-Funded · Finance Technology Startup
Challenge

A venture-funded fintech startup needed financial leadership, tax strategy, and compliance infrastructure to support their growth phase.

Solution

Multi-year fractional CFO engagement managing financials, taxes, and compliance through their full scaling phase.

Results
Tax strategy & compliance established
Financial operations managed through scaling
3 Years · Fractional CFO & Compliance Work with us →
Services · Dog Training
California K9
Service Business · Dog Training
Challenge

High operating costs, heavy owner dependency, and limited revenue streams were preventing growth and scalability.

Solution

Added diversified revenue streams, increased customer lifetime value, reduced operating costs, and built a more owner-independent operation.

Results
Multiple new revenue streams added
Owner dependency significantly reduced
Operating costs reduced
3+ Years Ongoing · Fractional CFO & Ops Work with us →
Agriculture · Startup
Sprouting Gear
Agriculture Startup · Pre-Fundraising
Challenge

An agriculture startup planning to go for a fundraising round had no financial model — preventing them from presenting credibly to investors.

Solution

Built a robust bottom-up financial model with scenario analysis, unit economics, break-even analysis, and ROI projections.

Results
Investor-ready bottom-up model built
Scenario & break-even analysis completed
Financial Modeling · Fundraising Prep Work with us →
Financial Modeling

Financial Models for Your Next Phase

We build custom financial models for every stage — from seed-round fundraising to multi-location acquisition strategy to exit planning.

01
Fundraising Model

Built for founders preparing for seed, Series A, B, or C rounds. Investor-ready with scenario analysis and unit economics.

→ Bottom-up financial projections
→ Unit economics & break-even analysis
→ Best / base / worst case scenarios
→ Return on investment modeling
→ Investor-ready formatting
02
Healthcare Revenue Assessment

30-day assessment for medical and dental practices — identifying exact revenue leakage across payers, A/R, and billing operations.

→ CPT billing gap analysis
→ Payer denial mapping
→ Custom Cash Gap Dashboard
→ Predictive financial modeling
→ Revenue recovery roadmap
03
Scale & Exit Model

For business owners building toward acquisition or exit — valuation, EBITDA optimization, and acquisition analysis.

→ Business / practice valuation
→ EBITDA optimization analysis
→ Acquisition financial modeling
→ Exit readiness assessment
→ 3-year forecast & cash flow