ABOUT R5 ADVISORY

 

Built by an operator. Focused on what owners care about.

Cash. Margin. Profit.

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R5 was founded by a CFO with 15+ years leading $10M to $40M businesses across PE-backed and founder led environments.

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We have sat in the chair.

We know what it costs when financial leadership is absent.

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HOW WE THINK

Finance exists to protect margin, control cash, and improve profit. Not to produce reports.

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Every engagement centers on three questions:

• Where is cash exposed?

• What is eroding margin?

• What decision improves profit

 

If it does not drive action, it is noise.

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LEADERSHIP

Engagements are founder-led and supported by a structured finance team built for operating businesses.

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Experience includes turnarounds, growth transitions, and liquidity pressure across industries.

R5 operates as a strategic partner behind the scenes.

Client relationships are confidential by design.

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