The Work Speaks for Itself.
A selection of client engagements highlighting private equity-grade execution, multi-unit scaling, and realized enterprise value across CPG, Franchise, and Health platforms.
Luxury Beauty CPG, Cosmetics & Premium HaircareORIBE HAIR CARE
Financial Architecture That Made Oribe's $400M Exit Possible.
ENGAGEMENT TYPE & LENGTH:
Fractional & Interim CFO Advisory (Full launch-to-exit lifecycle partnership)
THE SITUATION:
As a highly creative, fast-scaling marquee brand within the Luxury Brand Partners portfolio, Oribe required rigorous institutional financial discipline to unlock its true enterprise value. The organization was rapidly expanding its distribution footprint and navigating multi-brand scaling complexities. To position the company for a premier strategic exit, the business needed structured brand P&L ownership, deep channel economics modeling, and total institutional readiness to maximize market valuation.
OUR SOLUTION:
Assumed full Brand P&L ownership and engineered a comprehensive SKU portfolio strategy.
Executed gross margin optimization and engineered a premium pricing architecture.
Conducted channel economics modeling and provided governance for all-door distribution launches in Sephora and Ulta.
Directed inventory and supply chain planning to support rapid lifecycle scaling.
Headed institutional readiness protocols and end-to-end financial M&A diligence execution.
THE OUTCOME:
Successfully finalized a $400M strategic sale and exit of Oribe.
Successfully scaled 9+ startup brand launches from initial concept to shelf deployment.
Established highly profitable all-door distribution across Sephora and Ulta retail networks.
A landmark transaction doesn't get built in the data room.
It gets built in the years of financial discipline that precede it.
Fitness, Franchising, and Health & Wellness Unit OperationsORANGETHEORY FITNESS
The Infrastructure Behind Orangetheory Fitness's 5x Revenue Growth Story.
ENGAGEMENT TYPE & LENGTH:
Fractional CFO embedded through the intensive growth and rapid network expansion phase.
THE SITUATION:
The platform operated 15 regional studios with massive scaling ambitions. However, expanding a multi-unit operation aggressively without institutional-grade underwriting models, centralized P&L visibility, or robust capitalization structures poses extreme operational risk. To grow without collapsing under its own weight, the network needed centralized multi-unit reporting, significant capital injections, and precise unit-level predictive data analytics.
OUR SOLUTION:
Engineered sophisticated De Novo underwriting models and site-level pro formas to evaluate expansion targets .
Structured, negotiated, and closed a $25M debt capital raise to fund aggressive network buildouts.
Implemented deep data analytics for consumer membership Lifetime Value (LTV), Customer Acquisition Cost (CAC), and churn mitigation.
Built automated, centralized KPI dashboards for real-time unit-level performance tracking.
Designed incentive-based compensation programs to maximize employee retention across the network.
Guided strategic M&A screening and financial diligence for rapid organic and inorganic scaling.
THE OUTCOME:
Achieved 500% revenue and location growth in under 3 years.
Scaled the corporate footprint from 15 to 70+ operational fitness studios via combined M&A and De Novo buildouts.
Managed over 10% of the entire national Orangetheory Fitness system, securing the #1 franchisee position.
Successfully negotiated and secured territorial development rights across 11 states.
Rapid growth without the right financial structure underneath it is just accelerated risk. Getting the foundation right is what turns a growth story into a lasting one.
Corporate Luxury Fitness, Hospitality & Wellness PlatformsEQUINOX
Corporate Governance, IPO Readiness, and Multi-Brand Consolidation at Scale.
ENGAGEMENT TYPE & LENGTH:
Corporate Finance & Reporting Lead (IPO Readiness & Multi-Brand Consolidation).
THE SITUATION:
Operating multiple premium brands across a massive national footprint required transitioning from baseline operational accounting to public-market equity standards. The enterprise needed institutional-grade financial presentations, highly complex multi-entity consolidation, and bulletproof compliance systems to prepare for potential capital market liquidity events and facilitate large-scale corporate acquisitions.
OUR SOLUTION:
Spearheaded corporate public-equity readiness initiatives, substantially upgrading 10-K, 10-Q, and MD&A reporting compliance standards.
Executed complex corporate M&A accounting for high-value strategic brand and club acquisitions.
Deployed advanced foreign exchange (FX) automated modules to seamlessly support international market expansion.
Managed comprehensive multi-entity financial consolidation across 4 separate luxury brands and over 70 distinct fitness properties.
THE OUTCOME:
Architected and executed full corporate financial consolidation across 4 distinct lifestyle brands.
Successfully streamlined reporting and fiscal transparency across 70+ premium club properties.
Achieved a rigorous public-market reporting standard across the enterprise portfolio to support transaction readiness.
Scaling a premium brand across highly complex, multi-site ecosystems demands absolute financial transparency. Corporate clarity is the ultimate governance standard.
Premium Haircare and Luxury Beauty Platform ModelingR+CO
The Corporate Architecture Engineering a $1B Enterprise Value Roadmap.
ENGAGEMENT TYPE & LENGTH:
Strategic Financial Architect and CFO Advisor specializing in long-term enterprise value modeling.
THE SITUATION:
Accelerating past middle-market growth within the premium CPG space requires a deliberate transition from tactical accounting to a highly sophisticated corporate capitalization model. Without a multi-year financial architecture and disciplined platform-wide modeling, enterprise scaling frequently suffers from capital inefficiencies, diluted equity structures, and sub-optimal resource allocation. To protect founder equity and design a definitive path toward ten-figure market dominance, the platform required an institutional capital scale strategy.
OUR SOLUTION:
Formulated a multi-year, data-driven financial architecture blueprint to map platform growth milestones.
Built comprehensive brand P&L architecture to introduce extreme cost discipline across all operating divisions.
Deployed capital allocation models designed to preserve equity while funding massive infrastructure expansions.
Established predictive forecasting models to align ongoing brand scale with long-term investor valuation objectives.
THE OUTCOME:
Designed and delivered the complete financial roadmap architecture to unlock a $1B enterprise valuation.
Standardized platform-wide scale strategies to ensure pristine operational margins through high-velocity growth.
Real enterprise value is not manufactured on a short-term narrative. It requires a bulletproof financial runway built to withstand massive scale.
Multi-State Franchise Systems, Medical-Wellness, and MSO OperationsENGAGEMENT TYPE & LENGTH:
Fractional CFO Partner embedding end-to-end regulatory, legal-financial, and multi-unit operational infrastructure.
THE SITUATION:
Scaling a multi-state franchise medical-wellness and fitness platform demands navigating complex structural, legal, and network deployment challenges. Expanding across new territories without specialized underwriting, system-level benchmarking, or corporate-practice-of-medicine (CPOM) compliance structures exposes multi-unit operators to profound legal and financial risks. To unlock regional momentum safely, the platform required standardized franchisee performance models and institutional legal-financial architecture.
OUR SOLUTION:
Structured complex Corporate Practice of Medicine (CPOM) and Management Services Organization (MSO) regulatory frameworks.
Conducted rigorous Financial Disclosure Document (FDD) diligence and institutional interpretation for network protection.
Engineered system-level predictive financial modeling to optimize rolling franchisee operational performance.
Built multi-unit operational benchmarking tools and automated peer-to-peer metric tracking.
Designed centralized KPI dashboards to scale physical infrastructure, personnel, and shared technology systems.
THE OUTCOME:
Served as the primary end-to-end CFO partner executing multi-brand strategy across multiple premier franchise concepts.
Successfully negotiated, structured, and secured multi-unit territorial development rights across 11 expansion states.
Deployed fully compliant CPOM/MSO setups to scale the Relive Health franchise model securely.
RELIVE HEALTH & ANYTIME FITNESS
The Regulatory and Operational Foundation for Multi-Unit Territorial Scaling.
Territorial expansion without strict regulatory-financial frameworks is a direct exposure to systemic friction. Compliant scaling turns expansion into enduring equity.
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