The Team

Operators who
held the seat.

Every person at Epic has sat inside finance functions, not just advised them. We know what it looks like when the close runs late, the model breaks before the board meeting, and the CFO finds out last.

Jeremiah Marshall, Managing Director
Jeremiah Marshall Managing Director

CPA, Big 4, more than a decade building and leading teams, with a heavy focus on private equity: sponsor-backed companies, their reporting standards, and the transactions on both ends of the hold. Epic is built from that seat, to carry the reporting and modeling load so leadership can stay on the business.

CPABig 4Private EquityBaylor
David Walker, Senior Director
David Walker Senior Director

Alvarez & Marsal restructuring; US Army and the National Security Agency before that. David has carried 13-week cash and working capital through restructurings from $100M to $2B in debt, and built the forecasting models and reporting tools that made boards trust the number when trust was the scarcest thing in the room.

Alvarez & MarsalUS Army$100M–$2B restructuringsSMU MBA

The Record

Measured,
not narrated.

Every engagement starts by recording the baseline: where the close lands, where the hours go, where the cash sits. Those numbers stay the client's, not ours to claim.

Days in the close

Recorded at the baseline, tracked every month. The gap to the published bar is the roadmap.

Hours returned

The work that stops being manual, counted in the team's hours, month over month.

Working capital released

Cash freed from the cycle, measured against the baseline DSO, DIO, and DPO.

Talk to the people
doing the work.

Not a sales team. The two operators who will actually sit inside your systems.

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