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

Financial & CFO Advisory

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Performance Analytics & Insights (EPM)

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Transaction Advisory (M&A Support)

Capital Advisory (Turnaround & Restructure)

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Executive Search

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Solutions to shape the future.

CFO & Controller Transformation

M&A Support: Transaction Execution

Business Turnaround & Restructure

Data Analytics & Dashboarding

Executive Search

Lender Negotations

Cash Flow Management & Analysis

Strategic FP&A

Can we help your organization?

We’re determined to make a positive impact. Contact us to get the conversation started.

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From Our Clients

  • “Working with Turning Point was transformational for us. They went beyond the numbers to create a mind shift change that strengthened our finance function. The 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 of Wimmer Solutions

  • "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, Managing Director & Co-Head of Investment Banking at 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 of American Capital Group

Our impact is the Turning Point for transformation.

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