Banks:

Protect your portfolio. We step in as an independent fractional CFO to stabilize distressed borrowers, deliver cash-flow transparency, and craft lender-approved workout plans, reducing charge-offs and special-asset time.
10-week early-warning window: A rolling cash-flow model regularly flags liquidity shortfalls ~10 weeks in advance, giving lenders time to restructure lines and prevent emergency draws.
Root-cause risk: 82 % of corporate failures stem from cash-flow mis-management; RMS’ forecast/reporting package attacks that driver head-on.
Covenant-lite reality: With 90 % of senior loans now lacking meaningful covenants, proactive cash analytics are banks’ best remaining protection.

Law Firms:

Close deals faster. We shoulder QoE analysis, financial modeling, and data-room build-outs so your attorneys can focus on legal strategy.
Reduce post-close surprises. Independent diligence uncovers working-capital gaps and off-balance-sheet risks before they become disputes.
Dispute surge ahead: 69 % of deal-makers expect dispute volume to rise in 2025 and beyond; >75 % already saw YoY increases.
Where fights erupt: In PPA disputes, 63 % cite tax liabilities and 57 % cite working-capital adjustments as flash-points – issues RMS tackles with sell-side QoE and carve-out modelling.
Earn-out hot-spot: 29 % expect earn-outs to be the most prevalent dispute factor this year; RMS scenario design and KPI tracking de-risk those clauses.

CPA Firms:

Expand your advisory bench—risk-free. Maintain audit/tax independence while we provide the strategic FP&A, budgeting, and capital-raise support clients demand.
Strengthen client stickiness. Joint service offerings boost wallet share and fend off competing national firms.
Revenue jump: Median annual CAS revenue rose 61 % in the latest CPA Survey. RMS’ white-label FP&A dashboards and on-demand CFO let firms capture that growth without adding FTEs.

Business Owners:

Unlock profit & cash. We tighten job costing, pricing, and working capital, improving EBITDA and peace of mind.
Be investor- or exit-ready. Clean statements, defensible forecasts, and clear KPIs position you for capital raises or lucrative sales.
Cost efficiency: RMS outsourced CFO support is a fraction of a typical $250–350 K in-house CFO salary – potential 80 %+ saving.
Cash matters: 82 % of small-business failures are cash-flow driven; RMS’ 13-week model and working-capital program avert those pitfalls.

Private Equity Groups:

Interim or fractional CFO bench. Deploy us pre-LOI through exit to smooth leadership transitions and professionalize finance.
Data you can trust. We deliver lender-grade reporting that supports covenant compliance and refinancing.
EBITDA accelerator: Digital-first 100-day plans like those delivered via RMS routinely add 10–20 % incremental EBITDA, with some cases reaching 35 % annualized lift.
Litigation shield: 72 % of PE professionals say they’re more willing to litigate today; RMS’ data-ready KPI packs arm operating partners before issues arise.