Operations and Financial Experts For Midsized Companies

Who We Are

We are Operators who’ve owned a P&L with experience running businesses like yours:

  • We are a team of business people including operations executives, financial analysts, supply-chain experts, government researchers, writers and specialists

  • We work side-by-side with your management team and 3rd party professional service firms to focus on projects that cross functions 

  • Our partners possess Domestic and International business experience in Europe and Asia

  • Our experience with complex businesses including manufacturing and global distribution gives us long-term perspective with changing markets, people, customers, suppliers and products & services.

What We Do

Businesses hire us to pursue business opportunities beyond their time or expertise.

Services include:

  • CFO level management

  • Operations expertise and risk management

  • Global supply chain, dual sourcing strategies, planning

  • Complex Government Tax Credits and Grants (Example: COVID relief)

  • Establishing bank lending relationships

  • Multi-channel Sales Strategies 

  • Growth- we have operational experience to grow organically by building teams & infrastructure

How We Do It

A Team Approach

Clients hire us because they do not need to make any changes to their team. We help bring out the best in people by working with them to make positive changes

Attorneys, CPA firms and bankers trust us with their clients because of our ethics, unique operational skills and proven results:

  • Measurable growth and profits

  • Happy customers

  • Satisfied employees

  • Dependable suppliers

  1. Knowledge & Experience working with Private Middle-Market Companies

  2. Supply Chain Expertise unique to this payroll tax credit

  3. Helpful customer service from qualified U.S. professionals so your company is not distracted by the vast amount of work required to determine eligibility and qualified wages

  4. Fastest $ refunds received with a proven record of communications

  5. No gimmicks, risk-free approach to business so it is easy to get started

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