Financial Performance Advisory for Mid-Market Companies
Your P&L says you're profitable. Your bank account tells a different story. We find exactly where profit is leaking, fix it with your team, and verify every dollar, in your numbers, not ours.
The profit isn't missing.
It's being absorbed somewhere.
Illustrative example. Not a measurement of any specific company.
*Guarantee applies to our forensic profit analysis fee, not the full engagement.
Where do you see yourself?
It's what the signal is telling you.
Proof that drives confidence
Mid-market manufacturer
$76M revenue
$4.9M
ARR recovered in 90 days through Profit360, our line-item forensic profit analysis.
Construction firm
$95M revenue
$1.4M
Annual profit recovered.
Logistics company
$150M revenue
$2.1M
Annualized savings identified within six months.
Distribution company
$83M revenue
$3.8M
Net profit recovered, moving margin from 3.2% to 7.8% within one operating cycle.
Your P&L tells you what happened
We go line by line through your profit equation to uncover where profit is being created, lost, or left on the table.
Learn how we do itPrice / mix
Customer
profitability
Operating
economics
Working
capital
Our process
Find it
We uncover the specific line items suppressing profit inside your business.
Fix it
We connect what your CFO, CPA, and operations team already know, then work alongside them to implement the changes that drive measurable improvement.
Prove it
We verify the results in your financials. We don't close the engagement until the improvement is visible in your P&L.
"Our finance team already tracks these numbers closely. What would you find that we haven't?"
Most internal reporting is built to close the books, not to isolate margin by customer, product, or service line at the transaction level. Profit360 runs that level of forensic analysis full-time, which most finance teams don't have the bandwidth to do on top of the monthly close.
"How is this different from the consulting engagements we've already run?"
Most advisory firms deliver a report and move on. We stay through implementation and don't close the engagement until the improvement is verified in your financials, not a projection, the actual number.
"How do we know the results are attributable to this and not normal market or seasonal variation?"
Every engagement is measured against your own financials at the line-item level, before and after. The improvement is documented and verified at close, so the attribution holds up to scrutiny from your board, lenders, or investors.
"We're already running other initiatives. Can this move forward without disrupting them?"
The diagnostic phase runs alongside your team's existing priorities. We bring the analytical capacity; your CFO, CPA, and operations leaders stay focused on what they're already managing.
"What happens if the analysis doesn't turn up enough to justify moving forward?"
The Profit360 fee is paid in two halves. If the findings don't clear a 5x threshold, the first half is refunded. There's no obligation to move into implementation either way.
Work directly with Karena Bell
Most advisory firms hand you a report and move on. Karena stays through implementation and doesn't consider an engagement finished until the improvement shows up in your financials, not a projection, the actual number.
With 25+ years as a C-suite advisor and operator, she leads the strategy and oversees implementation herself, so nothing gets diluted as it moves through the work.
Ready to find what's holding back your profit?
Let's find the profit your business deserves.
A direct conversation with Karena Bell about where your profit is going and what it would take to get it back.
Speak with Karena