ABOUT R5 ADVISORY

 

Financial Leadership for Businesses where the Numbers Actually Matter

Most small and mid-sized businesses don’t struggle because they lack data.
They struggle because the data doesn’t arrive when decisions are being made — or doesn’t explain what actually matters.

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R5 Advisory exists to close that gap.

 

We work with owner-led businesses between $1M and $20M that have real operations, real revenue, and real financial decisions to make — and need clarity they can rely on.

This work is built on real operating responsibility: managing cash pressure, overseeing multi-million-dollar P&Ls, navigating growth, and making decisions when the margin for error was thin.

 

Not theory.
Not templates.
Real-world financial leadership.

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HOW WE APPROACH THE WORK

Our belief is simple:
Financials should support decisions — not just document the past.

That means focusing less on volume and complexity, and more on:

• cash timing and near-term visibility

• decision-ready reporting and KPIs

• understanding what actually drives profitability

• financial discipline leaders can trust under pressure

 

We don’t optimize for dashboards or deliverables.
We optimize for clarity, cash, and confident decisions.

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LEADERSHIP & OPERATING EXPERIENCE

R5 Advisory is led by senior financial operators with direct responsibility for multi-million-dollar P&Ls across complex operating environments.

That experience shapes how we think about:

• Cash versus profit

• Trade-offs under pressure

• Financial reporting that holds up when decisions actually matter

Engagements are led with accountability, judgment, and a practical understanding of how businesses operate — not how spreadsheets assume they do.

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OPERATING ADVISORY BOARD​

R5 Advisory is supported by a small Operating Advisory Board of experienced operators and financial leaders.

The board’s role is governance — not delivery.

They help:

• pressure-test thinking

• challenge assumptions

• reinforce standards

• ensure our work reflects real operating judgment across situations

Board members are not involved in day-to-day client work.
Their role is to ensure the firm’s thinking remains grounded, disciplined, and consistent as it scales.

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HOW WE WORK WITH TEAMS

We work alongside owners, internal finance teams, and external accountants.

Our role is not to replace your team — it’s to provide senior financial leadership, clarity, and structure where it’s needed most.

Engagements are intentionally limited to ensure senior-level attention.

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FIT & SCOPE

We work best once a business has real operations, real revenue, and real financial decisions to make.

We do not provide tax preparation or payroll services.

 

NEXT STEP

Most engagements begin with a Financial Clarity & Cash Flow Review — a focused assessment designed to clarify where things stand, what matters most, and what decisions come next.

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Start with the Financial Clarity & Cash Flow Review​​