Profit Optimization · Outsourced Accounting & Operations
SDX Advisors works alongside leadership as a partner and advisor — decoding the economics of your business, identifying the levers you can pull, and charting the path forward. Forward-looking, not backwards-looking.
Is your company a fit?
Companies in the right range may qualify for a free Financial Health Check. The form below helps SDX assess fit before scheduling.
The Problem
Revenue looks fine on paper but margins are eroding. No clarity on which product lines, segments, or clients are dragging the P&L — and raising prices isn't always the answer.
The business generates revenue but cash is always tight. Decisions are made without a clear view of where money actually goes — or when it will arrive. Cash, not revenue, is the metric that matters.
Turned down for funding because the financials don't tell a bankable story. The numbers may be there — but they aren't structured to build lender or investor confidence.
Every SDX engagement starts with the same goal: decoding the economics so you understand the levers — and what to pull next.
No charge, no obligation. SDX talks through the company's pain points, current structure, and what's working — so both sides can assess fit before any commitment.
Free · 30 minSDX looks back 2 years and builds a dashboard of the company's true economic health: where it's making money, where it's losing it, and which levers actually move the needle.
Inquire to qualifyMonthly meetings. Clear forward-looking goals. SDX works alongside the company's existing structure — or builds what's missing — to grow profitability and improve cash flow.
Retainer · Scaled to companyWhat We Do
For $5–50M companies that need executive-level financial leadership without the full-time price tag. SDX acts as a strategic partner: setting goals, running monthly reviews, decoding the economics of the business, and building the reporting infrastructure leadership has been missing.
Beyond the numbers — SDX builds the financial infrastructure, reporting systems, and forward-looking strategy that give leadership the clarity to make confident decisions at every stage of growth.
✦ Jeff: this is the spot to define what your second service tier actually offers. What belongs here?
About SDX Advisors
Whether recovering margins in a stalled business, growing cash flow in a healthy one, or maximizing valuation at exit, the SDX team works toward the same outcome every time: the business owner takes more money home.
SDX operates in the $5–50M revenue range — mature enough to need real financial leadership, not yet large enough to justify a full-time CFO hire. Every engagement is built on partnership, education, and forward-looking advisory — not backwards-looking reports.
Founded and led by CEO Jeff Cummings, SDX works alongside CPAs, attorneys, and wealth managers — and brings in additional team members when the work calls for it.
"We make business owners more money. That's the goal, the work, and the success metric. Whether it's recovering profits, growing cash flow, or maximizing the value of a sale — by the end of the engagement, the owner is taking more money home."— Jeff Cummings, CEO · SDX Advisors
The Financial Health Check is written, forward-looking, and yours to keep — whether or not an engagement follows. Most CEOs say they wished they'd done it a year earlier.
Inquire About a Free Health Check →Leave your information and the SDX team will follow up within two business days.