We specialize in service-based businesses where we can deliver maximum value. Our team understands the unique financial dynamics, regulatory challenges, and growth opportunities in each sector we serve.
A CFO who understands manufacturing won’t understand the billing cycles, payor relationships, and regulatory complexity of behavioral healthcare. A generalist consultant can’t help you navigate the partnership structures and client concentration issues unique to professional services firms.
We focus exclusively on service businesses because the financial dynamics are fundamentally different from product-based companies. No inventory management. No manufacturing complexity.
Instead, you have different challenges: human capital intensity, revenue recognition complexity, customer concentration risks, and regulatory compliance burdens. We speak your language, understand your KPIs, know your competitors, and recognize the patterns that drive success or failure in your industry.
From solo practitioners to multi-location groups, we understand the unique challenges of behavioral health businesses. Whether you’re a psychologist, therapist, psychiatrist, or counselor, growing a practice requires more than clinical excellence – it requires business acumen.
The behavioral healthcare M&A market is exploding. Private equity firms are actively acquiring therapy practices – but only those with clean books, documented processes, and scalable operations. We prepare practices to capitalize on this opportunity. Our clients include individual and group practices in psychology, psychiatry, mental health counseling, substance abuse treatment, ABA therapy, and related behavioral health services.
Law firms, accounting practices, and consulting groups face distinct financial management challenges. Partnership structures complicate ownership and compensation. Client concentration creates revenue volatility. Leveraged business models require sophisticated financial planning.
Professional services firms often have strong revenue but poor financial infrastructure. Partners focus on billable hours and client service – not financial management. This creates risk, missed opportunities, and eventual succession crises. We bring the financial discipline that turns good practices into valuable businesses. Our clients include law firms (litigation, corporate, family, real estate), CPA firms, management consultancies, engineering firms, and other professional services practices.
Private equity firms, venture funds, hedge funds, and high-net-worth family offices require sophisticated financial oversight that meets institutional standards. Our team brings the experience and expertise these organizations demand.
Private equity success depends on operational improvement and value creation – not just financial engineering. We provide the CFO-level talent that drives portfolio company performance and maximizes exit multiples. Our clients include lower middle-market PE firms, venture capital funds, real estate investment firms, and family offices managing $50M+ in assets.
Healthcare service businesses operate in one of the most complex financial environments – navigating insurance reimbursement, regulatory compliance, value-based care models, and capital-intensive growth.
Healthcare reimbursement is uniquely complex. Cash flow timing is unpredictable. Regulatory risks are significant. Generalist CFOs struggle with healthcare-specific financial challenges. We don’t. Our clients include home health agencies, hospice providers, urgent care centers, specialty medical practices, physical therapy clinics, and related healthcare service businesses (non-hospital).
Business service companies – from staffing firms to marketing agencies to technology services providers – share common challenges: managing variable costs, scaling efficiently, and building predictable revenue models.
Service businesses can scale beautifully – or become operational nightmares. The difference is financial discipline. We help you build the metrics, systems, and processes that turn service delivery into a predictable, profitable, scalable business model. Our clients include marketing agencies, staffing firms, IT services companies, facilities management businesses, security services, cleaning services, and other B2B service providers.
Our industry focus doesn’t mean we turn away great clients in adjacent sectors. If you’re a service-based business with $2M+ in revenue and genuine growth potential, we’re interested in talking.
If your business is primarily service delivery – selling time, expertise, or execution rather than physical products – there’s a good chance we can help, even if your specific industry isn’t listed above.
Schedule a confidential consultation to discuss your goals and discover how Solomon Advisory can help you achieve them faster.
Aaron Solomon
Strategic Chief Financial Officer