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

A gourmet plate with seared tuna, roasted vegetables, and slices of cooked lamb with green beans and asparagus.

Together & Co.

Columbus, OH | Multi-Brand Catering & Events Group

Supported through growth and increasing operational complexity.

Our work focused on financial structure, labor strategy, and aligning reporting with operational decision-making across brands.

Silhouette of a person cleaning the floor with a mop inside a building, with glass doors and a view of a modern building outside.

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.

A cheese and fruit platter with grapes, blackberries, crackers, nuts, and a small bowl of fig jam, arranged on a wooden serving board on a gray surface.

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

Two men, one in a dark suit and one in a light shirt, are discussing while one holds a tablet inside a coffee shop. A barista is preparing coffee in the background, with a chalkboard menu visible on the wall.

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

A two-story barbecue restaurant with a neon sign reading 'BBQ' and 'Terry's Beach' on top. There are smoke stacks emitting smoke and a small security camera on the lower roof. The building has wood and metal exterior siding, and there are trees in the background with a partly cloudy sky.

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

A lemon drop cocktail garnished with a lemon wedge on a dark wooden bar counter, surrounded by cocktail tools and a bottle of lemon-flavored liquor.

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

Moyer Hospitality Group

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