Specialized expertise across technology, healthcare, manufacturing, and professional services
Every industry has unique challenges, regulations, and opportunities. Our specialized approach delivers targeted solutions that drive real results.
Strategic growth isn't just about setting goals—it's about linking objectives to measurable financial outcomes. We bridge vision and execution by aligning capital allocation, liquidity planning, and performance metrics with long-term objectives. Every initiative is supported by robust financial modeling, risk-adjusted forecasts, and sector-specific insights.
In a landscape shaped by evolving compliance standards, we provide clarity and confidence. Our team navigates complex frameworks—GAAP, SOX, ESG mandates, and tax reform—ensuring governance structures and internal controls meet the highest standards. We don't just interpret regulations; we integrate them into actionable strategies that protect and position your business for growth.
No two sectors move at the same speed. From alternative assets to emerging tech, we deliver tailored solutions grounded in deep industry knowledge. Our advisory approach leverages sector-specific benchmarks, market cycle analysis, and competitive intelligence to help clients capitalize on opportunities while mitigating risk.
At R2 Advisors, we partner with organizations across sectors that shape policy, capital, and innovation. Our approach combines deep industry insight with tailored advisory services to help clients thrive through every market cycle.
Organizations at the center of policy, investment, and regulated growth. Navigate complex compliance requirements while optimizing capital allocation and investment strategies.
Private Equity & Family Offices: Fund structuring, carried interest optimization, and investor reporting
Real Estate & Property Management: 1031 exchanges, depreciation strategies, and portfolio optimization
Alternative Assets: Complex valuation, regulatory compliance, and tax-efficient structures
Not-for-Profits: Grant management, donor stewardship, and mission-driven financial planning
Resilient, mission-critical sectors driving stability and community impact. Navigate complex regulations while maintaining operational excellence and sustainable growth.
Healthcare: HIPAA compliance, reimbursement optimization, and clinical trial expense management
Professional Services: Project profitability, talent management, and client relationship optimization
Business Services: Operational efficiency, scalability planning, and service delivery optimization
Not-for-Profits: Mission alignment, donor stewardship, and impact measurement
High-growth companies at the edge of technology, media, and culture. Navigate rapid scaling challenges while maintaining financial discipline and strategic focus.
Technology: R&D credits, equity compensation, and international expansion strategies
Sports & Entertainment: Revenue diversification, talent contracts, and intellectual property monetization
Luxury & Precious Metals: Inventory valuation, international trade, and high-value transaction management
Bullion & Gold Dealers: Commodity accounting, regulatory compliance, and market volatility management
R2 Advisors provides strategic financial guidance, accounting support, and compliance-ready systems designed to meet the unique needs of your sector. Whether you're scaling a tech company, managing public funds, or optimizing operations in real estate or healthcare—we bring clarity, structure, and results.
Government & Capital Markets
Standardized processes across finance and operations using Power Automate and SharePoint SOP libraries, reducing manual errors by 60% and improving audit readiness for a real estate portfolio spanning 20 properties.
Error Reduction
Essential Industries
Optimized revenue cycle management and implemented AI-driven forecasting for a multi-location healthcare network, improving operational margins by 28% and reducing claim processing time by 40%.
Margin Improvement
40%Faster Claims
Essential Industries
Leveraged AI-driven tax scenario modeling to identify $1.8M in potential savings and mitigate compliance risks for a multi-entity consulting firm within 72 hours.
Tax Savings Identified
Innovation & Growth
Delivered rolling forecasts and liquidity dashboards powered by integrated ERP and AI analytics, enabling a board-approved capital reallocation that preserved $3.5M in working capital during a funding round.
Working Capital Preserved
Let's discuss how our industry expertise can drive measurable results for your organization.