About Us
You Grew, We Grew.
Founded in 2009 in Seattle, WA, our team started with just three people. Today, we have over 30 full-time controllers, analysts, CFOs, recruiters, and legal experts to help middle market businesses improve their operations. Our team partners with yours to build the bridge between your current state and future vision by delivering financial clarity, operational stability, and strategic guidance for your organization.
Our Mission
We strive to improve the lives of our clients and our community by helping businesses achieve their greatest potential. We do this by listening intently, creating financial clarity, and inspiring management accountability—the conditions needed for businesses to thrive.
Our Vision
We aspire to be the Premier Strategic Consulting and Talent Acquisition Firm on the West Coast by creating an environment where learning is collaborative, mentoring is essential, and growth is expected.
Our Values
To always do the right thing.
To be accountable and to have extreme ownership of our actions, our work product, and our impact.
At all times we treat our clients, their staff, and our coworkers with unconditional kindness and respect.
We care about the lives and outcomes of our clients, their staff, and our community—and it shows.
We are committed to the excellence of our coworkers and our work product. We strive to be the very best at what we do.
We create growth and opportunities for our communities through our focus on corporate growth, improved cash flow, and increased profitability.
Leadership Team.
Alan Chaffee, Founder & CEO
Alan has 30 years of extensive experience in financial accounting, business consulting, company valuations, and corporate re-structuring. He has focused his last two decades helping companies use financial information to drive operational improvements, manage cash flow, and increase profitability.
Eric Camm, Director of Capital Advisory, Partner
Eric is an experienced turnaround and restructure advisor, who comes to his engagements utilizing his background as a corporate attorney. He has led numerous M&A transactions, restructure engagements, and Receiverships, and leads Turning Point’s turnaround and restructure group.
Lucas Kartic, President, Managing Partner
Having been with Turning Point since its founding in 2009, Lucas is known for his ability to steer organizations through critical turnaround situations, maximize enterprise value, and achieve optimal outcomes for clients and stakeholders.
Julie Stead, Partner
Julie’s primary focus is with clients that are struggling with cash flow or profitability issues, whether due to revenue growth exceeding capacity or market retraction. She teams up with the CEO to help them understand their financial situation and cash flow restraints, forecast for the future, and find solid ground.
Kristina Angel, Partner & Director of Executive Recruitment
Kristina has over 15 years of experience in Recruiting with exposure to various industries and types of roles. She started out on the agency side, made her way to corporate recruiting and started to focus on leadership recruiting.
Jamie Barnes, Chief Financial Officer
Jamie is a skilled Certified Public Accountant with expertise in forecasting and budgeting, financial analysis, GAAP and SOX compliance, risk management, and strategic advisory. Her passion for improving profitability for business owners is evident in her hands-on approach.
Brian Grant, Principal, M&A Lead
Brian has three decades of experience in CFO and leadership roles as a financial consultant and M&A advisor. He has a diverse background in public and private accounting spanning a wide-range of industries including manufacturing, distribution, construction, technology, software, utilities, and medical supplies.
Nick Howe, Principal, Data Analytics Lead
Nick manages the data analytics team, developing automated reporting systems to support clients. He has over two decades of experience directing finance and operations during periods of significant growth, and has implemented systems that increased productivity and reduced costs.
Can we help your organization?
We’re determined to make a positive impact. Contact us to get the conversation started.