TRIARC Advisory is a strategic advisory firm for founders running $5M to $50M companies. We work across Finance, Operations, and Marketing & Business Development — the three disciplines that decide whether a company compounds or quietly stalls.
Most founders do not fail for lack of effort. They fail because no one around them is positioned to be fully honest. Revenue masks weak margins. Loyalty masks the wrong hire. Momentum masks drift. By the time a problem is undeniable, it is already expensive.
TRIARC exists to close that gap — to give founders the one thing an org chart cannot provide: an independent, informed, and unsentimental read on the business. We are operators before we are advisors. Every recommendation we make is one we have had to make ourselves.
People who have run companies, carried payroll, and made the hard calls — not just advised on them.
Founder of TRIARC and the firm’s lead on the Audit. An operator first, Rosson works across all three pillars — and the Operations, systems, and AI work beneath them — giving founders the independent, unsentimental read no org chart can provide.
Mark leads TRIARC’s Finance and Capital practice — from margin and cash-flow discipline to raises and M&A — making sure the numbers hold up to scrutiny and the founder keeps leverage through every transaction.
We are paid to see what the people around you cannot afford to say. Flattery is not a service we offer.
Problems rarely stay in one column. We diagnose across Finance, Operations, and Marketing at once — because that is where the leverage hides.
No two companies receive the same playbook. The work is bespoke because the businesses — and the founders running them — are.
We hold ourselves to what is different after we leave — not to the thickness of the deck we leave behind.
An advisor with a second source of income has a second set of interests. We removed ours, and this is the complete list.
We take nothing from anyone whose product or service we recommend. Not a fee, not a spread, not a thank-you.
Not received and not paid. When we introduce you to an attorney or a CPA, no money moves in either direction.
We hold no equity in vendors, software, lenders, or anyone in the allied network. There is no second reason we might suggest someone.
Never a percentage of a transaction. Our advice on a deal does not change if you decide not to do the deal.
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.
Client revenue range we are built for
Disciplines diagnosed in every engagement, together
Years of combined operating and advisory experience
Standard, every time: tell the founder the truth
Select engagements. Others held in confidence.
“I built TRIARC for the conversations founders cannot have anywhere else. The people closest to the business usually have the most reasons to soften the truth. We are the exception. We are not here to protect the founder’s comfort — we are here to protect the company.”
— Rosson Richardson, Managing Partner, TRIARC Advisory