A CFO Partner for Business Transformation.
We help you achieve better business outcomes.
Regarded as a trusted partner by CEOs, CFOs, and financial leaders, we work with clients to create opportunities for tomorrow. We strongly believe that finance must be at the heart of every organization, integral to its health and success. Through financial expertise, we help facilitate improved cash flow, increased profitability, and increased value so companies, and their stakeholders, can thrive. Our proprietary approach is based on strategic objectives, creating a foundation for accountability, clarity, and honesty in our work.
Services Overview
Solutions to Shape the Future.
CFO & Controller Transformation
Business Turnaround & Restructuring
Executive Search
Cash Flow Management & Analysis
M&A Support: Transaction Execution
Data Analytics & Dashboarding
Lender Negotiations
Strategic FP&A
Can we help your organization?
We’re determined to make a positive impact. Contact us to get the conversation started.
“At Efinancial, we were a fast-growing life insurance distribution company. We quickly needed to align our growth with financial and operational processes that would support us during this time. Turning Point’s team quickly evaluated our reporting systems and metrics to help gain insight into our business.”
- MICHAEL ROWELL, CEO, EFINANCIAL
“Working with Turning Point was transformational for Wimmer Solutions. They went beyond the numbers to create a mind shift change and, as a result, our finance function is not as fragile as it was. The Turning Point team was driven by data, quickly understood the personalities involved, and created accountability to get us to a significantly better place financially. They instilled confidence immediately and have remained trusted advisors.”
-MATT SAURI, CEO, WIMMER SOLUTIONS
“Our company was rapidly expanding into different markets and our financial and operational planning became significantly more complex. We needed to take the next step for us to manage the growth. Turning Point helped us forecast our profits, cash flow, and covenants with our bank, enabling us to make the best decisions for our company. They dived into the details and quickly understood the complexity of our business to ensure we had the best path for success.”
- BRUCE HALDORS, CEO, TRANSPO GROUP
“Daco Corp brought in Turning Point during a key inflection point with transition in our accounting department. They quickly added value well beyond what we expected, and four years later, we continue to benefit from the impact they delivered. Turning Point got us through what could have been a rocky time and transformed the way we think about finance. As a result, we are more mature financially and more confident running the business.”
-STEVE DUFFIELD, CEO, DACO GROUP
“Turning Point’s assistance in completing a challenging transaction was invaluable. It was a rewarding experience for all parties, and we look forward to having the opportunity to work with the team at Turning Point again in the future."
- SHELBY SCHAGRIN, SVP & HEAD OF INVESTMENT BANKING, AND MANAGING DIRECTOR, BENJAMIN F. EDWARDS & CO
“Turning Point helped us find a CFO who has exceeded our expectations. The candidate’s background has been a tremendous asset to our organization, and he’s hit the ground running, diving into process improvements and automation efforts that are critical for us. We’re incredibly grateful for Turning Point’s intuition and expertise throughout the hiring process.”
- BJ KUULA, CEO, AMERICAN CAPITAL GROUP
Our impact is the Turning Point for transformation.
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