Strategic advice
for growing businesses.
We help owner-led companies with $5M to $120M in revenue set clear priorities, improve margins and grow with confidence.
About us
Trusted by
220+ companies
Focused on owner-led firms
We work with businesses between $5M and $120M in revenue, so our advice fits your size and stage.
Finance and operations expertise
Our team brings CFOs, operators and strategists together to build plans backed by clear financial analysis.
A clear plan in four weeks
You receive a written plan by week four, followed by hands-on support to put it into action.
Pricing
Cash flow
Planning
Operations
Exit readiness
Our services
How we help companies grow
From a one-off pricing review to a fractional CFO, every service is built for owner-led companies.
Strategy and planning
Set clear priorities, align your leadership team and turn your goals into a practical annual plan.
Fractional CFO
Senior finance leadership for reporting, cash forecasting and key decisions, without a full-time hire.
Pricing and margin
Understand where you make money and set prices that protect your margins.
Operations
Simplify how work gets done, remove bottlenecks and track performance every week.
Exit readiness
Prepare your business for a sale with clean financials, a strong management team and a clear growth story.
Leadership coaching
One-to-one coaching that helps founders and managers lead with focus and confidence.
Our values
What guides every engagement
Four commitments that shape how we work with every client.
Data-driven advice
Every recommendation is backed by financial analysis, and you receive the full models behind it.
Senior expertise
The partner who scopes your project stays involved from the first meeting to the final handover.
Transparent pricing
Every project has a fixed fee, agreed in writing before any work begins.
Lasting results
We build your team’s ability to run the plan, so progress continues after our work ends.
Case studies
Results for our clients
Recent projects with distributors, manufacturers and service firms, and the numbers they changed.
Distribution
A pricing overhaul for a building supply distributor
Pricing and margin
+4.6 pts gross margin
Engineering services
Faster financial reporting for an engineering firm
Fractional CFO
Close cut from 26 days to 8
Vantage gave our hotel group one clear plan and a simple way to track it. Our managers know exactly what to focus on each quarter.
Alicia Moreno
Group General Manager, Pinecrest Hotels
Their operations review found capacity we did not know we had. We increased output without adding a shift or new equipment.
Pete Larsen
Co-owner, Ridgeback Brewing
Vantage helped me step back from daily decisions. My management team now runs the business with confidence.
Nadia Brooks
Founder, Brooks Dental Group
Our reporting is faster and more reliable, and our board meetings now focus on decisions instead of checking numbers.
Kofi Mensah
Finance Director, Halden Group
Our monthly close went from 26 days to 8. We now see project margins early and make decisions with confidence.
Ellen Marlow
Chief Executive, Marlow Engineering
The pricing project paid for itself within the first quarter. Practical advice, clear numbers and a team that delivered.
Jonas Becker
Founder, Quill
Industries
- Distribution
- Engineering
- Food and drink
- Hospitality
- Logistics
- Professional services
We work with owner-led companies of 20 to 600 employees across a range of industries.
Our approach
A clear three-step approach
Most engagements take ten weeks, with a written plan by week four and weekly progress reviews after that.
Assess
Weeks 1 to 3. We review your financials, interview your leadership team and identify the opportunities with the biggest impact.
Plan
Week 4. We agree on five or six priorities, each with a clear owner, deadline and target, all on one page.
Deliver
Weeks 5 to 10. We support your team through delivery, track progress every week and adjust the plan as results come in.
Why Vantage
What sets Vantage apart
Clients choose us for senior expertise, practical advice and results they can measure.
The partner you meet on the first call leads your project to the end.
01
Hands-on experience
Our advisors have led operations, sales and finance teams in companies like yours.
Replies the same day
02
Direct partner access
Every client works directly with a partner, and most questions are answered the same day.
Distribution
Logistics
+3
03
Industry knowledge
Deep experience in distribution, manufacturing, hospitality, logistics and food production.
04
Measurable outcomes
We agree on three key metrics at the start and report on them every week.
Comparison
Vantage vs. a traditional consultancy
A traditional consultancy
Large firms are built for large clients, and smaller companies often get junior teams and open-ended fees.
Junior analysts do most of the work
Day rates that grow over time
A long report at the end
Leaves after the final presentation
Success measured in billable hours
Vantage
We focus on owner-led companies, so our team and our pricing fit the size of your business.
A senior partner on every project
One fixed fee, agreed upfront
A one-page plan by week four
Support through implementation
Success measured in margin and cash
Companies advised
Years of experience
Repeat clients
Senior advisors
Insights
Insights for business owners
Short, practical articles on pricing, cash flow and planning, written by our partners.
FAQ
Questions from business owners
Straight answers on cost, timing and how we work.
Still have questions?
Book a free 30-minute call with a partner.
