WHEN THE BUSINESS GETS HARDER TO READ
Most owners know when something isn’t working. They just can’t always see why.
Maybe revenue is growing, but profits aren’t following. Cash is tighter than it should be. You’re making decisions with numbers you don’t completely trust. Or you’re thinking about an eventual exit and realize the business isn’t as ready as it should be.
The answer usually isn’t another dashboard, a thicker report, or more advice.
It’s figuring out what’s actually happening. And then doing something about it.
BETTER BUSINESS STARTS WITH CLARITY
Numbers matter. But they’re rarely the whole story.
A financial statement can tell you what happened. It doesn’t always tell you why.
That takes understanding how a business actually works. Where you make money, where you lose it, which customers and products create value, and what’s making the business harder to run than it should be.
That’s where Estacado Advisors starts.
We get behind the numbers, identify what actually matters, and turn what we find into decisions and action. No unnecessary complexity. No recommendations that live in a presentation deck.
Just better information, better decisions, and a better business.
BETTER BUSINESS STARTS WITH CLARITY
Numbers matter. But they’re rarely the whole story.
A financial statement can tell you what happened. It doesn’t always tell you why.
That takes understanding how the business actually works. Knowing where you make money, where you lose it, which customers and products create value, where cash gets tied up, and what’s making the business harder to run than it should be.
That’s where Estacado Advisors starts.
We get behind the numbers, identify what actually matters, and turn what we find into decisions and action. No unnecessary complexity. No recommendations that live in a presentation deck.
Just better information, better decisions, and a better business.
BUILT FOR BUSINESS OWNERS
Experienced advice. Without the usual consulting baggage.
Estacado Advisors is a founder-led advisory firm helping owners of privately held businesses improve performance, prepare for an eventual exit, and navigate the decisions that come in between.
I founded Estacado Advisors after nearly three decades working with businesses and their owners. I’ve seen businesses growing quickly, preparing to sell, struggling for cash, working through difficult transitions, or just plain stuck.
The best advice starts with understanding the business, telling the truth about what you find, and focusing on the things that will actually make a difference.
That’s how we work at Estacado Advisors.
Chip Schweiger
Founder & Managing Director
HOW ESTACADO HELPS
Better performance now. More options later.
The best businesses are more profitable, generate more cash, and depend less on the owner to keep everything moving. Those same qualities also make a business more valuable when it’s time for whatever comes next.
WHEN OWNERS CALL US
Usually, there’s a reason.
HOW WE WORK
Find the problem. Focus on what matters. Get done.
We don’t start with a predetermined answer. We start by understanding the business. How it makes money, where cash goes, what story the numbers are telling, and what they aren’t.
Then we narrow the field. Most businesses don’t need twenty new initiatives. They need to identify the things that will make the biggest difference and execute them well.
And we don’t hand you a presentation and disappear. We stay involved where it makes sense, helping turn recommendations into results.
01 — UNDERSTAND
Get underneath the numbers and understand what’s actually happening.
02 — PRIORITIZE
Focus on the few things that can make the biggest difference.
03 — EXECUTE
Stay involved long enough to turn decisions into results.
REAL RESULTS
What changes when you fix what’s really getting in the way.
01 — DISTRIBUTION BUSINESS
THE SITUATION
WHAT CHANGED
The owner knew the business should be more profitable. The reporting couldn’t tell him why.
Revenue was growing, but the owner couldn’t see which products were actually making money. Sales and expenses were being reported in broad categories that hid the economics of the business.
We rebuilt the reporting around product-level profitability and identified where the business was actually making and losing money. That gave the owner a clearer basis for pricing, product mix, and where to focus resources.
02 — OWNER-MANAGED BUSINESS
THE SITUATION
WHAT CHANGED
The business was profitable. Cash still felt tighter than it should.
The owner had a profitable business but limited visibility into where cash was going and what the next several months would look like. Existing reporting explained what had already happened but wasn’t giving him what he needed to manage cash proactively.
We built a 13-week cash-flow forecast, improved the financial reporting, and identified roughly $140,000 in cash-flow leakage. The owner gained a much clearer view of upcoming cash needs and a better basis for making operating decisions.
03 — MANUFACTURING BUSINESS
THE SITUATION
WHAT CHANGED
After fraud, the business needed more than cleaner books.
The company was dealing with the aftermath of internal fraud. Financial information couldn’t be relied upon, internal controls were weak, and management needed to restore confidence in the numbers, and with its lender.
We rebuilt the financial infrastructure, established stronger controls, and put a reliable monthly close and reporting process in place. Management regained visibility into the business, and the company restored credibility with its lender.
Client details anonymized for confidentiality.

