Revenue and EBITDA only tell part of the story. Explore 12 financial and operating metrics advanced manufacturers can use to better understand profitability, cash flow, working capital, capacity, customers, and capital investment.
Budget vs. Forecast for Advanced Manufacturers: Why the Annual Plan Is Not Enough
An annual budget gives manufacturers a plan, but it cannot account for every change in labor, materials, backlog, capacity, and contract timing. Learn how forecasting helps growing manufacturers make better financial and operational decisions.
Customer Concentration Risk: When Too Much Revenue Comes From Too Few Customers
A few major customers can drive growth, but they can also create significant financial risk. This article explains how customer concentration affects earnings quality, valuation, and long-term business resilience.
Owner Dependence: How Much Is Your Business Worth Without You?
Learn how owner dependence can reduce business value, increase buyer risk, and limit growth, plus practical ways to build a more transferable company.
EBITDA Explained: What It Is, What It Isn’t, and Why Buyers Care
EBITDA helps business owners understand how lenders, investors, and buyers evaluate operating performance.
Why Revenue Growth Can Actually Hurt Your Business
Revenue growth is not always healthy growth. Learn how rapid expansion can strain cash flow, reduce profitability…
Gross Margin by Product Line: Your Busiest Service May Be Your Least Profitable
Many business owners know their overall gross margin, but few understand which products, services, or customer segments are actually generating profit.
How Reinsurance Works (And Why the Government Just Jumped In)
Reinsurance is how insurance companies manage large-scale risk. Learn how it works and why it keeps the system stable during major events.
When Tax Minimization Backfires: The Exit Planning Trade-Off Most Owners Miss
Tax strategies that reduce income today can create unexpected costs at exit. Here’s how depreciation recapture impacts valuation and after-tax proceeds.
What SpaceX Going Public Really Says About Staying Private vs. Selling Your Business
SpaceX’s move toward public markets highlights a key reality: at scale, capital strategy matters as much as business strategy.
Shaun DaCunha
Shaun is a Managing Partner of the Firm and has over 12 years of experience in public accounting with both large and small-sized firms, along with three years in private industry as a controller. His experience in public and private industry gives him a unique perspective and understanding of business needs and challenges.