Who We Serve

Trusted Partners Across Industries

Empowering Businesses to reach new heights.

At TrustPoint Advisors we partner with forward-thinking companies across industries to unlock their financial potential. Our clients include rapidly growing software firms, businesses preparing for or navigating investment, and portfolio companies aiming to optimize financial performance. We also collaborate with investment firms seeking deeper financial insights to maximize the value of their holdings.

Whether you’re scaling operations, preparing for acquisition, or managing a portfolio, we tailor our financial expertise to meet the unique challenges of your business and drive sustainable success.

Typical Client Profile

Growing Businesses

Companies experiencing rapid growth, seeking to scale operations and optimize financial planning. Leveraging our services and software we can support how they inform business decisions.

Key Stakeholders
CFOs and Finance Leaders

Typical Client Profile

Investment-Seeking Companies

Businesses preparing for or actively pursuing investment, needing robust financial models and strategic guidance. We will inform and support development of the "story."

Key Stakeholders
CEOs and Founders

Typical Client Profile

Recently Acquired Companies

Businesses navigating post-acquisition integration, requiring strategic planning and financial oversight. Orient around the plan for growth and communicate that plan effectively.

Key Stakeholders
CFOs, VP Finance, and Corporate Development teams

Typical Client Profile

Private Equity Portfolio Companies

Portfolio companies within PE firms, focusing on value creation, financial optimization, and performance monitoring. Standardized reporting and a wholistic view of portfolio performance.

Key Stakeholders
Portfolio company CFO, Finance VP, or PE operating partners

Typical Client Profile

Small to Middle - Market Firms

Businesses seeking enhanced strategic finance capabilities with limited or no FP&A function. Staff augmentation and support while businesses ramp up these functions.

Key Stakeholders
CEOs and CFOs