Law Firms

Partner compensation, profitability by practice area, and cash flow between billing cycles.

Medical and Dental Practices

Collections, payer mix, and the real cost of adding a provider or a second location.

Nonprofits

Budgets, board-ready reporting, and cash planning around funding cycles.

Founder-led and Small Businesses

Irregular income, margin by offer, and deciding what to reinvest.

Private Equity and Venture Capital

Buy-side and sell-side financial due diligence from a banker who has sat on the deal side.