The work product I've seen is amazing. I think we would manage the company differently if we saw this business this way.
Rishi Verma | GenNx360
We've used consultants like A&M in the past and the difference was that you guys got things done.
VP | Tailwind Capital
Turn Fragmented Data Into Your Strongest Deal
Don’t let guesswork dictate your transaction. We leverage a proprietary AI platform to transform complex operational data into a customized, investor-ready databook that highlights your true value.
- One Source of Truth: Every number is meticulously validated to your P&L, giving you the confidence to defend your valuation.
- Transaction Visibility: Clear, defensible KPIs on technician retention, operational productivity, and job-level profitability.
- End-to-End Partnership: Seamless support through the entire lifecycle, including streamlined roll-forwards and post-project reporting.
Deep Analytics Built
for Business Services
We go far beyond basic financial reporting to uncover the granular insights that drive enterprise value:
- Performance & Trends: Revenue, margin, and volume trends mapped by service, location, and customer segment.
- Customer Health: Cohort behavior, retention rates, and cross-sell patterns.
- Operational Efficiency: Employee productivity, onboarding ramp times, and job-level profitability.
- Strategic Pricing: Clear visibility into pricing dynamics across your entire book of business.
We have spoken to 3 banks and each of them have recommended we connect with you.
Dave Modi | Align Capital Partners
Your approach is impressive, you are unique.
George Luo | Astara Capital
Business Services
INSIGHTS
Find out what is happening in the industry weekly, what it means for your business, and one thing worth acting on.
Analytics Expertise
Our analytics cover revenue, margin, and volume trends by service, location, and customer segment; customer cohort behavior; customer and revenue retention including upsell, downsell, new, and lost; cross-sell analysis; employee retention, productivity, and ramp; average job size and profitability; and price volume mix.
Systems We Know
- Oracle NetSuite
- Sage Intacct
- SAP
- Foundation Software
- Deltek Costpoint
- Sage X3
- Infor
- Microsoft Dynamics 365
- Epicor
News: Timely Intelligence on What Matters the Most
Coming Out of Stealth, Paravo Launches What It Calls the First AI ‘Revenue Engine’ for Law Firms
Paravo is launching an AI-powered platform that combines lead generation, client intake, follow-up and reactivation for consumer-facing law firms. The bigger professional-services implication is that AI is moving into the revenue engine itself — helping firms systematize client conversion rather than relying solely on individual professionals and manual follow-up.
Fractional CFOs See Demand Surge in AI Age
Demand for interim C-suite leadership has climbed sharply, while interim CFO demand is up 14% year over year and financial controls, accounting and audit capabilities remain especially sought after. The interesting business-services implication is not simply a hiring shortage — it is a shift in how sophisticated companies access senior expertise, favoring variable and on-demand talent models in some functions.
Veritas Capital Acquires Trinity Consultants
Veritas Capital agreed to acquire a majority stake in Trinity Consultants, an environmental consulting business, while the prior investor remains involved. This is a useful signal for owners of specialized service businesses because technical expertise, regulatory exposure and recurring client needs continue to attract sophisticated private capital.
AI Buildout Creates Employment Bottlenecks
The AI investment boom is creating unexpected competition for electricians, skilled technicians, power infrastructure, memory chips and other constrained resources while simultaneously changing how companies recruit and evaluate employees. Business leaders planning AI investments may therefore find that the largest barriers are not the algorithms themselves but access to the people, physical infrastructure and underlying capacity required to deploy them.
Federal Reserve Beige Book: July 2026
The Federal Reserve’s latest on-the-ground assessment points to modest growth across much of the economy, but with significant variation by geography and industry and continued pressure around costs, labor and investment decisions. For management teams, the report is particularly useful because it suggests the economy is neither uniformly weak nor uniformly strong—making company-specific data and regional market intelligence increasingly important to forecasting.
Massive AI Buildout Poses the Latest Inflation Threat
The scale of AI infrastructure investment is beginning to ripple well beyond the technology sector, increasing demand for power, chips, equipment, specialized labor and other constrained resources. Business leaders should consider AI not only as a productivity opportunity but as a new macroeconomic force capable of affecting inflation, capital costs, technology budgets and potentially the direction of interest rates.
Clients we’ve
Worked with
