Finance built for litigation-support and legal-services companies — process serving, court reporting, e-discovery, and records — where case-based revenue, advanced costs, and lumpy cash make the numbers their own puzzle. And when it's time to buy or sell, the deal team is already yours.
Litigation-support and legal-services businesses are fragmented and increasingly consolidating, as acquirers roll up process servers, court reporting, e-discovery, and records companies into regional and national platforms.
But the finances don't behave like a typical service business. Revenue is earned case by case and often sits in unbilled work. Advanced costs and disbursements tie up cash. Billing runs on event-driven, lumpy cycles. Owners who can't see profit by matter, by client, and by service line — and who can't show a clean, defensible earnings picture — leave money on the table running the business, and again when they sell it.
That's the work we do.
The way a litigation-support business earns, bills, and holds cash is distinctive. The advisor you want already understands it.
Revenue earned matter by matter, with real value sitting in work that hasn't hit an invoice yet.
Disbursements and costs fronted on behalf of clients tie up working capital long before you're repaid.
Client-funds handling and the controls around it carry scrutiny a generalist won't think to address.
Event-driven billing and collections make cash timing — and forecasting — genuinely hard.
Most firms do one or the other. We carry you through both — the years of building the business, and the moment you transact.
Senior financial leadership without the full-time hire — turning case and client data into decisions.
See true profit by matter, by client, by service line — so you grow the work that actually pays.
Forward-looking cash built for lumpy, event-driven billing — and the controls your clients expect.
Get deal-ready and control the narrative — so your recurring clients and real margins earn full credit.
Rolling up smaller shops yourself? Know exactly what each one earns before you sign.
Know what the business is worth — and how to make it worth more before you sell.
A senior-led process with a predictable rhythm — so you always know your numbers and your options.
A working session on your service mix, your clients, and what a win looks like for you.
We rebuild matter/client profitability and the cash picture to establish the real baseline.
Reporting, forecast, and the KPIs — and controls — that keep the business decision-ready.
Monthly reviews and a standing line to your CFO — margin, cash, collections, on repeat.
When an offer or an acquisition appears, your numbers are already deal-ready — and we run it.
We do our best work with owner-led litigation-support businesses serious about margin, cash, and value. We're candid when we're not the right call.
A litigation-support company was growing but perpetually short on cash. We rebuilt profitability by matter and client, surfaced the advanced costs and unbilled work tying up capital, tightened billing and collections, and produced a clean earnings picture — so the owner freed up cash to grow and, when the time came, could show a buyer a business that holds up to diligence.
Whether you're freeing up cash or weighing an offer, a short conversation is often all it takes to see the path clearly.
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