About Turning Point

You Grew, We Grew.

Founded in 2009 in Seattle, WA, our team started with just three people. Today, we have over 40 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 Advisory and Executive Search Firm for the middle market 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.

Meet the Leadership Team

Alan

Chaffee

Founder & CEO

Lucas

Kartic

President, Managing Partner

Julie

Stead

Partner & Director of the South Sound

Eric

Camm

Partner & President of Capital Advisory

Kristina

Angel

Partner & President of Executive Recruitment

Natalie

Zier

COO

Sonja

Rasmussen

CFO

Nick

Howe

Principal, Data Analytics Lead

Brian

Grant

Principal, M&A Lead

Bobbie

Allen

Principal, Food Manufacturing Lead

When our Controller left, we needed to keep our finance function running smoothly while searching for a replacement. We turned to Turning Point for help because we knew we could rely on them as a trusted partner. Just as we had hoped, their team stepped seamlessly into the Controller role, and they did more than fill the gap. They improved our accounting processes, created new efficiencies, and brought a fresh perspective that uncovered opportunities for improvement. Turning Point also led the search for our new Controller, expertly managing the process and easing the burden on our team. Today, we take comfort in knowing that Turning Point understands our financial reporting and processes. They feel like an extension of our team, and their expertise and reliability have made a lasting impact on our business.

— Terry McCabe, President of Holmes Electric
“As a company, we were at a crossroads when we hired Turning Point. We had grown beyond our ability to control operational efficiency but didn’t have the resources to hire a full-time CFO. Revenues were up but the additional business was not growing our bottom line. We did not have the in-house expertise to manage the complexities brought on by our growth. We did not have a financial reporting system capable of helping us pinpoint our problems.”

— Dean E. Wilson, CEO of King-Electric
“Our company was rapidly expanding into different markets and our financial and operational planning became significantly more complex. We needed to take the next step for us to manage the growth. Turning Point helped us forecast our profits, cash flow, and covenants with our bank, enabling us to make the best decisions for our company. They dived into the details and quickly understood the complexity of our business to ensure we had the best path for success.”

— Bruce Haldors, CEO of Transpo Group

Can we help your organization?

We’re determined to make a positive impact. Contact us to get the conversation started.

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