Advisory Services
We Transform Challenges into Clarity. Strategies into Success.
Our team has profound expertise in deriving clarity into a company’s financial and operational situation. We dive below the debits and credits to the operational activities that drive performance.
Our services include:
Timely & accurate financial reporting
Restructuring and Turnaround planning and implementation
Lender negotiations
Executive search
Capital Advisory: senior & subordinated debt; equity infusions
Future-focused financial modeling; cash planning
Buy-side & sell-side due diligence
Bankruptcy & CRO engagements
Data analytics & dashboarding
The Turning Point Approach.
Our proprietary methodology has been honed over two decades of consulting for companies ranging from startups to $500MM+ in annual revenue. Today, we primarily work with businesses over $20MM, partnering with leadership teams to deliver the most desirable results.
Our Promise to You.
We strive to improve the lives of our clients through excellence in consulting to increase profitability, cash flow, and value.
Five core principles for our work.
Teamwork.
When you choose Turning Point, you get a team of professionals. All of our consultants are full-time employees who undergo extensive training to learn our proven processes and systems. Many of our teams have worked together for years, creating an environment that fosters innovation, trust, adaptability, and resilience for our clients.
Clarity.
Every Turning Point solution stems from financial reports that are accurate, insightful, and actionable. We are quick to learn your company and understand its financial situation so that we can take action to provide clear solutions for your unique challenge.
Operational Improvements.
Financial data often reveals the actions necessary for a company to grow, stabilize, or survive. Our solutions convert financial reporting into improvements to your company's day-to-day operations. Turning Point brings hundreds of business success stories into every engagement.
Repeatable Processes.
To implement meaningful change, solutions must be repeatable and become part of your company's DNA. Turning Point works with your team to implement systematic processes to ensure that financial deliverables become foundational in your company's operations and that you continue to achieve your goals.
Results.
Our teams provide high-caliber M&A support, financial modeling, operational support, and compliance reporting. We are solution and results-oriented to deliver on our mission to improve the lives of our clients and our community.
Capital Advisory Services
Turning Point works with businesses experiencing financial issues due to rapid growth or retraction. Whether the concern is cashflow, profitability, or covenant defaults, we’ll step in to immediately source a solution.
Financial & CFO Advisory
Our advisors will work with you to enhance financial reporting and bring real-time financial information to guide strategic planning and improve performance. We are dedicated to helping you project and manage your company’s growth.
Executive Search
We’re not just in the business of finding leaders; we’re in the business of shaping leadership outcomes. Our recruiters deliver a top-to-bottom approach to talent placement that guarantees long-term success inside your organization.
Case Studies.
Can we help your organization?
We’re determined to make a positive impact. Contact us to get the conversation started.