Recent Client Engagements

At Vantage Point Accounting, LLP, we deliver measurable results through strategic accounting, cost management, exit planning, and operational support. Here are examples of recent engagements:

  • Med Spa Sale & Operational Optimization – Successfully facilitated the $1.5 million sale of a medical spa in Missoula, Montana. For the same owner, we established comprehensive HR procedures and implemented cost accounting measures across two locations with varying profitability profiles, enabling clear performance tracking and informed decision-making.
  • Spice Rub Manufacturer Profitability Turnaround – Assisted a spice rub company in boosting gross profitability from 12.3% (two-unit model) to 40% by conducting detailed unit-level cost analysis. We identified true production costs per unit, optimized pricing and margins, and reduced inefficiencies—driving significant bottom-line improvement without increasing sales volume.
  • Self-Storage Facility Exit Strategy – Advised owners of a storage business with over 500 containers valued at approximately $2.75 million. We prepared the business for market, generated multiple offers, and provided valuation and negotiation support. Despite an initial lowball offer of $1.8 million due to owners handling responses directly, the engagement highlighted the value of professional representation; the owners ultimately paused the sale to pursue further growth.
  • Multi-Entity Hospitality Group Management – Served as contracted Office Manager for a two-entity operation comprising 9 coffee shops and 2 manufacturing facilities (initial annual revenue $3.8 million). As the business expanded to include a new restaurant, airport location, and catering division (growing total revenue to over $4.3 million annually), we handled full-cycle accounting, payroll, cost accounting, vendor management, and financial reporting—ensuring scalability and profitability during rapid growth.
  • Personal Permaculture Farm Sale – Personally sold our own 10-acre permaculture garden and farm near Missoula, Montana, for $425,000. The property featured minimal environmental impact, including greenhouse materials, 400 fruit trees, and over 400 berry plants. This transaction demonstrated our hands-on experience in valuing and marketing niche, sustainable agricultural properties.

These engagements showcase our ability to combine certified business valuations, cost accounting expertise, AI-driven process improvements, and exit planning to help owners maximize value, reduce costs, and achieve strategic goals.

If you’re preparing for a sale, seeking profitability gains, or need integrated accounting support, contact us for a confidential discussion. We offer fixed-price scopes and deliver results tailored to your business.