Our Clients
We work with hospitality businesses that value financial clarity and operational discipline.
Our clients range from independent concepts to growing hospitality groups, each navigating growth or change with the need for clear numbers and stronger systems. Every engagement is different, but our role is consistent: connecting financial insight to real operational decisions.
Headquartered between New York City and Philadelphia, supporting hospitality businesses nationwide
Together & Co.
Columbus, OH | Multi-Brand Catering & Events GroupSupported through growth and increasing operational complexity.
Our work focused on financial structure, labor strategy, and aligning reporting with operational decision-making across brands.
York Building Services
New York City | Hospitality Cleaning Services
Partnered during a period of rapid expansion.
Pivot supported financial systems, reporting discipline, and hands-on operational leadership to strengthen accountability, execution, and leadership visibility.
Partnered during the buildout of a new accounting and reporting infrastructure.
Pivot established core accounting systems, implemented revenue recognition processes, and continues to maintain and optimize financial reporting as the business evolves.
Boston, MA | Subscription & E-Commerce Brand
Curdbox
Partnered during a period of operational complexity and transition.
Pivot supported financial structure, operational systems, and leadership workflows to prepare the group for growth and exit readiness.
Santa Clara, CA | 3 Brand/Multi-Unit Restaurant Group
Hero/Opa Restaurant Group
Mable’s Smokehouse & Banquet Hall
Pivot partnered with ownership to transform a beloved neighborhood BBQ restaurant into a scalable, transferable brand.
We focused on restructuring financials, building repeatable systems, and preparing the business for its next chapter.
Brooklyn, NY | Restaurant - Hub & Spoke Model - Expansion
Partnered with ownership to launch new restaurant concepts from the ground up.
Pivot built the financial infrastructure behind each concept: entity formation, operating agreements, tax compliance, lease analysis, and financial modeling. We continue to serve as fractional CFO as the group scales.
Lehigh Valley, PA | Restaurant Group - New Concepts

