The problem every founder hits
You built the company. That same closeness makes the real problems invisible. Revenue hides weak margins. Momentum hides operational drift. The people you trust most have the least incentive to tell you what is actually wrong.
The Three Pillars
One discipline rarely fails alone. We work across all three at once — and thread proprietary, purpose-built systems and AI through every one of them. Custom-built for your business, not bolted on.
Finance
Financial modeling, cash-flow management, margin analysis, and capital allocation — run on systems we build for you. We engineer bespoke AI to forecast, flag, and model scenarios in real time, so you see where the money is going before it moves.
Operations
Workflow design, role and accountability structure, and scaling infrastructure — rebuilt around a proprietary operating stack. Custom CRM architecture, automation, and AI agents engineered for how your business actually runs, so the founder stops being the bottleneck.
Marketing & Business Development
Brand positioning, go-to-market strategy, pipeline development, and partnerships — powered by bespoke AI and data systems that turn guesswork into a repeatable engine. The revenue side of the business, made deliberate and measurable.
The thread that runs through all three.
Finance, Operations, and Marketing each run on proprietary systems and bespoke AI we design for how your company actually works. Analyzed, custom-built, and owned by your business — not bolted on, and never off-the-shelf. When a build calls for specialized hands, we direct a vetted bench of engineers and analysts.
The Audit
Every engagement begins with the Audit. What comes back is not a report — it is a clear-eyed diagnosis of where the business actually stands, what is working, and what is costing you.
Engagements
Four ways in, scaled to the problem in front of you — from a single diagnostic to a standing relationship.
The Audit
A structured diagnostic across Finance, Operations, and Marketing — the starting point for every TRIARC engagement.
The Sprint
A focused 30-day engagement targeting one high-priority problem identified in the Audit.
Ongoing Advisory
A retained monthly relationship — the founder’s outside set of eyes, across all three pillars, for as long as it is useful.
Medical Transition
Dedicated advisory for physicians and medical practice owners navigating ownership transitions, exit, or first-time business infrastructure.
Medical practice optimization.
A dedicated division for physicians and facility owners. We run the business of the practice so the physicians can run the medicine — revenue cycle, staffing, coding, throughput, and the margin underneath all of it.
Practices and offices. Hospitals, urgent care, and freestanding ERs. Physicians facing private equity. Physicians building toward independence.
Visit TRIARC Healthcare →How we are paid, in full.
An advisor with a second source of income has a second set of interests. We removed ours, and this is the complete list.
No commissions
We take nothing from anyone whose product or service we recommend. Not a fee, not a spread, not a thank-you.
No referral fees
Not received and not paid. When we introduce you to an attorney or a CPA, no money moves in either direction.
No ownership positions
We hold no equity in vendors, software, lenders, or anyone in the allied network. There is no second reason we might suggest someone.
Flat and retainer fees only
Never a percentage of a transaction. Our advice on a deal does not change if you decide not to do the deal.
We will tell you when not to hire us
Some situations do not warrant an engagement, and some warrant a different firm. Saying so is part of the work.
This is the whole model. There is nothing underneath it.
Allied Counsel
TRIARC works alongside a network of attorneys, CPAs, and healthcare advisors who operate as extended counsel for clients when the work requires it. These relationships are built on trust and competence, not referral arrangements — the right person is brought in when the situation demands it, and not before.
Combined client revenue under advisory
Average margin gain in the first year
Average return on engagement fees
Founders currently advised across four industries
Score your own business in ten minutes.
Nine questions across the three pillars. A scored read of where you are exposed, and what we would look at first.
Take the preview →Three engagements, described plainly.
A stalling services firm, a founder bottleneck, and a physician group facing a private-equity offer.
Read the work →A $22M services firm, quietly stalling.
Revenue was up three years running, but cash was tight and the founder could not say which service lines actually made money. Growth was masking a margin problem no one inside could see.
The Audit traced 60% of revenue to a line running at a loss once true labor was counted. Operations had no owner for capacity, and the CRM held numbers no one trusted.
We repriced the loss-making line, rebuilt the operating model around a custom dashboard with AI-flagged margin alerts, and put one owner on capacity. Within a year, operating margin moved from 6% to 19%.
They told me the one thing no one on my team would. It was uncomfortable, it was right, and it changed how I run the company.
Start with the Audit.
Tell us where the business stands today. We will tell you what we see.
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