Performance Measurement
Whether you’re on track or off course, we’ll pull together data, analytics, and key metrics according to your goals and industry benchmarks to help maximize the potential of your business.
Growth & Succession Planning
The future of your business is important. So are your own personal goals. We’ll help you identify pathways to future goals, get your business “bank ready”, and can also help in preparing for fundraising or succession.
Bank & Board Management
Our bank and board management services can help you improve your financial performance and governance while minimizing risk. We help you meet your bank required deliverables as part of your loan terms or prepare monthly, quarterly, or annual reporting for your outside stakeholders.
Industry
Specialties
At Platform Business Advisors, our industry specialized offices provide expert advice catered to your business’ specific needs and goals.
Restaurants
From food cost analysis and labor regulations to navigating the ever-changing tax landscape, we work with restaurants of all sizes and types.
Hospitality
We understand the complexity of the hospitality industry and have decades of experience helping hotels from boutique to resorts optimize their finances.