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.

 
 

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


“As a company, we were at a crossroads when we hired Turning Point.  We had grown beyond our ability to control operational efficiency but didn’t have the resources to hire a full-time CFO.  Revenues were up but the additional business was not growing our bottom line.  We did not have the in-house expertise to manage the complexities brought on by our growth.  We did not have a financial reporting system capable of helping us pinpoint our problems.”

- DEAN E. WILSON, CEO, KING-ELECTRIC

“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 Turning Point in at a key inflection point when we were dealing with transition in our accounting department. They quickly added value well beyond what we expected and, 4 years later, continued 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, Daco Corp


“When Sagacity was introduced to Turning Point, we were at a crossroads.  Having grown quickly, we saw that many of our processes and procedures needed to be upgraded or rethought.  Turning Point’s significant experience with companies of various industries and sizes proved extremely helpful.”

- NICOLE VOGEL, CEO, SAGACITY

“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, Wimmer Solutions

Our impact is the Turning Point for transformation.

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