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.
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
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.
[email protected]Independent counsel for founders who have outgrown easy answers.
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.
The closeness that builds a company eventually blinds it.
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.
Built by operators.
People who have run companies, carried payroll, and made the hard calls — not just advised on them.
Rosson Richardson
Founder of TRIARC and the firm’s lead on the Audit. An operator first, Rosson works across all three pillars — and the systems and AI beneath them — giving founders the independent, unsentimental read no org chart can provide.
Hunter Fendley
Hunter leads TRIARC’s Operations and Technology & AI work — architecting the proprietary systems, custom software, and bespoke AI that let a company scale without the founder as the bottleneck.
Mark Belcher
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.
Truth before comfort
We are paid to see what the people around you cannot afford to say. Flattery is not a service we offer.
The whole business
Problems rarely stay in one column. We diagnose across Finance, Operations, and Marketing at once — because that is where the leverage hides.
Judgment, not templates
No two companies receive the same playbook. The work is bespoke because the businesses — and the founders running them — are.
Measured by what changes
We hold ourselves to what is different after we leave — not to the thickness of the deck we leave behind.
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
Trusted across capital, medicine,
and the trades.
Ironwood Capital
Carter Construction
Pilar Ventures
Center for Women’s Health
Surgical Solutions
Birmingham, AlabamaPutonti Law Firm
Austin Moto Adventures
Sentinel Supply
Durango Harley-Davidson
Gear Down Holdings
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
Every engagement begins with the truth.
Before we touch anything, we earn the right to advise. The Audit is how. 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 quietly costing you. Everything we see is held in the strictest confidence.
Examine
We go through the financials, the operating structure, the team, and the market position — without assumptions and without an agenda to sell.
Diagnose
We connect the symptoms to their causes across all three pillars, separating the problems that feel urgent from the ones that actually matter.
Prioritize
You leave the Audit with a ranked, honest list — what to fix first, what it is worth, and what to deliberately leave alone for now.
Execute
From there, the work becomes a Sprint, an ongoing advisory relationship, or a clean handoff. The path is yours — the diagnosis is shared.
Four lenses, one picture.
Three pillars. One diagnosis.
We do not sell a menu of disconnected services. We work the whole business — and through every pillar runs the same thread: proprietary systems and bespoke AI, designed for how your company actually operates. Custom-built for your business, not bolted on.
Finance
Clarity on where the money is going and why. We build the financial picture founders are usually too busy — or too close — to assemble themselves, then wire it to custom systems and bespoke AI that forecast, flag, and model scenarios in real time.
Operations
The machine underneath the business. We design the structure, ownership, and a proprietary operating stack — custom CRM architecture, automation, and AI agents built for your business — that lets a company scale without the founder as the bottleneck.
Marketing & Business Development
The revenue side, made deliberate. We turn growth from a series of guesses into a repeatable engine — a clear position, the right channels, and a pipeline instrumented with bespoke AI and data systems you can actually trust.
Our proprietary systems and AI, built for your business — not bolted on.
This is not a standalone service — it is the connective tissue that runs through Finance, Operations, and Marketing alike. We analyze how a company actually works, then design and build the systems and the AI that fit it: bespoke to your operation, owned by your business, and never an off-the-shelf afterthought.
When a build calls for specialized hands, we assemble and direct a vetted bench of engineers and analysts — so the founder gets senior judgment and real execution without managing a vendor.
When it’s time to raise or sell, the work changes.
We advise founders through Series A and later rounds, and through mergers and acquisitions on both sides of the table — the moments where being underprepared is most expensive. This isn’t angel-round work; it’s for companies with real revenue and real stakes.
From the model and the materials to the data room, the diligence, and the negotiating table, we make sure the story holds up to scrutiny — and the founder keeps leverage all the way through close.
Engagements
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.
The board of directors every founder deserves — made of founders.
A curated, confidential peer board for founders running $5M to $50M companies. Small, non-competing cohorts that meet monthly to pressure-test the real decisions — facilitated by TRIARC, through the same three-pillar lens we bring to every engagement.
You have investors, a team, and advisors. You do not have peers.
Running a company is lonely at the exact moments it shouldn’t be. Your team needs you steady. Your board wants returns. Your family wants you home. None of them can be the room where you think out loud about the hard call.
The Founders’ Board is that room. Eight to ten people who have sat in your chair, bound by confidence, with no incentive to flatter you — and a facilitator whose only job is to make the hour count.
What is said in the room stays in the room.
Every engagement with TRIARC — and every seat on the Founders’ Board — is held in the strictest confidence. Membership is private, conversations are governed by mutual non-disclosure, and nothing leaves the table. That secrecy is the point: it is the only way a founder can stop performing and be entirely themselves.
Apply & match
Every member is vetted and placed into a small cohort matched by stage and temperament — never a competitor in the room.
The board meeting
A monthly facilitated session — structured, confidential, and run by TRIARC. No status updates, no theater. Decisions only.
The hot seat
Each meeting, members take the chair and put one real decision to the board — and leave with a clear read and committed next steps.
Between sessions
A private channel, warm introductions, and accountability that does not let a commitment quietly disappear.
A confidential room
Say the things you can’t say to your team, your board, or your spouse.
Outside judgment
Peers who have made the call you’re facing — with no stake in telling you what you want to hear.
Real accountability
Commitments made to peers get kept. Drift gets named out loud.
Curated peers
Matched by stage and temperament. Non-competing, every time.
TRIARC facilitation
Sessions run through the three-pillar lens, with frameworks — not vibes.
A network you can call
Warm intros, vendor referrals, and a thread that actually answers.
Twice a year, somewhere worth traveling to.
Members come together for semi-annual gatherings in remarkable places — two or three days of real working sessions, long dinners, and the kind of unhurried conversation a monthly call can never hold. Part board meeting, part reset, entirely off the record.
Built for a specific kind of founder.
Founders and owners of $5M–$50M companies.
Actively running the business, day to day.
Willing to be candid — and to hold confidence.
Non-competing with the others in their cohort.
A room worth showing up for.
Cohorts are small and filled by application. Tell us about the company you’re building.
Request an invitation →The business of medicine, run deliberately.
Healthcare operates on impossible margins and unforgiving rules. We bring the same discipline — Finance, Operations, and proprietary Technology & AI — to hospitals, physician groups, and independent practices at their highest-stakes moments. An unsentimental read on where the money and the risk actually sit, and the systems to fix both.
Hospitals, urgent care & freestanding ERs.
We increase throughput and protect the bottom line without touching the quality of care. By re-engineering operations around custom systems and bespoke AI, we turn scheduling, staffing, coding, and patient flow from cost centers into measurable margin.
From the front desk to the P&L, we surface the leakage administrators are too close to see — then build the operating stack that closes it and keeps it closed.
Physicians facing private equity.
Whether you are fielding an unsolicited offer or actively seeking a partner, the deal is won or lost long before the term sheet. We prepare practices to be bought well — clean financials, defensible EBITDA, documented operations, and a growth story that survives diligence.
And we sit on your side of the table: modeling the offer, pressure-testing the multiple, structuring earn-outs and rollover equity, and making sure you understand exactly what life — and medicine — looks like after the check clears.
Independent by design.
For physicians ready to own their future, we build the business around the medicine — so the practice runs on systems, not on your evenings.
Leaving employment to build your own.
Walking away from a hospital or employed position to open your own doors. We stand up the entire business — entity and financial structure, staffing, billing, contracting, and the technology and AI stack that lets you practice without drowning in administration.
Leaving insurance for cash-pay.
Stepping off the insurance treadmill toward a cash-pay, membership, or direct-care model. We model the economics, design the fee or membership structure, rebuild operations around a lean cash-pay stack, and market it to the patients who will follow you.
Medicine is your work. The business is ours.
Tell us where you stand today — a facility, a practice, or a decision on the horizon. We will tell you what we see.
Book an engagement.
Every relationship starts the same way — a direct conversation, then the Audit. We take on a limited number of engagements at a time, so the work stays deliberate. Here is what to expect.
Reach out
Send a short note about the business and what is on your mind. No form letters — it goes straight to the Principal.
Discovery call
A 30-minute conversation to understand the situation and decide, honestly, whether we are the right fit.
The Audit
We examine Finance, Operations, and Marketing and deliver a clear-eyed diagnosis of where things stand.
The path forward
A Sprint, ongoing advisory, or a clean handoff — chosen against the diagnosis, never against a quota.
Ready when you are.
Tell us where the business stands today. We will read every word and reply personally — within two business days.
Let’s talk about where you stand.
The fastest way to start is the form below, or reach us directly by email. Either way, you will hear back from the Principal directly.
We reply within two business days — always personally.
If there is a fit, we set a 30-minute discovery call.
From there, every engagement begins with the Audit.