DELETE.
AUTOMATE.
ELEVATE.
Finance consulting, rebuilt.

Your finance team is buried in work that shouldn't exist.
We fix the engine.

Finance teams — from PE-backed portfolios to mid-market and Fortune 500 — spend the majority of their time on manual close processes, reconciliation chaos, and reporting that should take minutes, not days. Give that time back — faster close, cleaner numbers, real visibility — without adding headcount.

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The Problem
The consulting model wasn't built for you.
It was built for the consultants.
0%
of PE sponsors say their portfolio CFOs are underperforming. The same pattern plays out across mid-market and enterprise finance.
Accordion 2025 Sponsor-CFO Report
0%
of finance team capacity is spent manually consolidating data for board decks.
Industry benchmark, PE portfolio companies
0%
of finance leaders say manual processes slow operations and increase error risk.
RightRev CFO Pain Points Survey

You've hired the consultants before. Smart people from top firms. They show up for 12 weeks, run a workstream, deliver a deck, and leave.

Six months later the insights are forgotten, the processes have drifted, and you're explaining to your PE partner why the close is still taking 15 days.

The problem isn't the people. It's the model.

Traditional firms sell time and bodies. They scale by adding headcount. Their incentive is to stay — not to build something that works without them.

We built Epic Advisory around a different question:

What if the consulting firm's job was to make itself unnecessary?

How We Work
Delete. Automate. Elevate.
Every process in your finance function falls into one of three buckets. Most firms add people to handle all three. We separate them.
Most firms leave invoices. We leave systems.
Who This Is For

BUILT FOR CFOs
WHO MOVE FAST

Consulting firm — not software. We build systems instead of decks.

PE sponsors have zero patience for finance teams that can't keep up with the pace of the portfolio. We know — because we were in that seat.

  • CFOs inheriting broken processes
  • PE-backed portfolio companies
  • Finance teams scaling fast
  • 100-day plan execution support
  • Post-acquisition integration
0
Headcount Added
90
Day CFO Engine Build
CHANGE
The System Stays
What we're watching
right now.

Every engagement starts with intelligence. PE deal flow, sector benchmarks, macro signals — before we ever open your books.

PE Deal Flow Q1 ↑ 18% QoQ Median EBITDA Multiple 8.4x Fed Funds Rate 5.25–5.50% Finance Talent Supply ↓ Tight Avg Close Cycle Mid-Market 12.3 days M&A Activity ↑ Recovering Credit Spreads Tightening Finance Automation Adoption ↑ 34% YoY PE Deal Flow Q1 ↑ 18% QoQ Median EBITDA Multiple 8.4x Fed Funds Rate 5.25–5.50% Finance Talent Supply ↓ Tight Avg Close Cycle Mid-Market 12.3 days M&A Activity ↑ Recovering Credit Spreads Tightening Finance Automation Adoption ↑ 34% YoY
Market Intelligence
PE · Mid-Market · Fortune 500
Live
Market Overview
Benchmarks
Live Signals
Market
PE Deal Flow
M&A Multiples
Rate Environment !
Benchmarks
Close Cycle Avg 12d
Signals Feed 8
PE Deal Flow
↑18%
QoQ · Q1 2025
Median Multiple
8.4x
EBITDA · Mid-market
Avg Close Cycle
12.3d
Industry benchmark
Automation Adoption
+34%
YoY · Finance teams
PE Deal Flow — Quarterly Volume
Closed
Pipeline
Q2'23 Q3'23 Q4'23 Q1'24 Q2'24 Q3'24 Q4'24 Q1'25
EV/EBITDA by Sector
Tech Svcs 14.2x Healthcare 12.1x Distribution 9.1x Biz Svcs 8.4x Mfg 6.8x Retail 5.3x
Industry Avg Close
12.3d
Benchmark
Top Quartile
6.5d
Top 25%
Epic Target
≤5d
Our standard
F500 Median
4.1d
Fortune 500
EBITDA Margin Benchmarks by Company Size
Bottom Q Median Top Q Epic Clients
Close Cycle — Where You Likely Sit
Industry avg 12.3d Top 25% 6.5d Epic target ≤5d F500 median 4.1d Best in class 2–3d
Risk Flags
3
Active · PE-backed
Opportunities
5
Flagged this week
Macro Events
2
Rate + Credit
M&A Window
Open
Q2 2025
Risk Signals
Risk
PE holding periods at 6.2yr high — value creation pressure intensifying
4 hours ago
Risk
Controller turnover at 18-month high — PE-backed firms most exposed
8 hours ago
Risk
Covenant breach filings up 22% — leverage ratios under pressure
2 days ago
Macro
Fed signals 2 cuts in 2025 — variable debt portfolios on watch
2 hours ago
Opportunities
Opp
AI automation driving 34% reduction in finance headcount needs YoY
6 hours ago
Opp
Credit spreads tightening — M&A financing window opening Q2
1 day ago
Opp
Mid-market EBITDA multiples up 0.6x — seller market returning
1 day ago
Trend
CFO tenure averaging 3.2 years — shorter in PE-backed environments
12 hours ago
Ready to Move

BRING US A
REAL PROBLEM.

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