Client Engagements
A few of the businesses we’ve helped prepare for sale, growth, or exit.
Med Spa Sale & Optimization
Facilitated the $1.5 million sale of a medical spa in Missoula, Montana. At the same time, implemented comprehensive HR procedures and unit-level cost accounting across two locations, enabling clear performance tracking and improved profitability.
Self-Storage Facility Exit Strategy
Prepared a sales package for a real estate professional to sell a 500-unit self-storage facility (valued at $2.75M). Provided valuation, financial documents, website creation, marketing support, and negotiation assistance, along with monthly inventory and financial updates for potential buyers.
Multi-Entity Hospitality Group
Served as contracted Office Manager for a hospitality group operating 9 coffee shops and 2 manufacturing facilities. Managed full-cycle accounting, payroll, cost accounting, and financial reporting to the SBA during rapid expansion from $3.2M to over $4.3M in annual revenue.
Spice Rub Manufacturer Turnaround
Led a profitability overhaul for a spice rub manufacturer, raising gross margin from 12.3% to 40% through detailed unit cost analysis. We optimized pricing and operational efficiencies — without increasing sales volume.
Retail and Beyond
Provided full-cycle bookkeeping and financial systems implementation for restaurants, bars, and retailers managing between 200 and 10,000 SKUs. We delivered organized financial records, inventory management, and profitability-led cost accounting — giving owners operational clarity for decision-making.
Helping businesses prepare for sale, growth, or exit
We’re here to guide you. By appointment only.
Part of Vantage Point Enterprises, Ltd.
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