YOUR FINANCE
FUNCTION SHOULD
DRIVE DECISIONS.
NOT REPORT
HISTORY.
We work at the intersection of finance, technology, and execution — for PE-backed companies and Fortune 500 CFOs who are done being the last ones to see the number.
— The Gap
Between your reporting
and your decisions.
That's where we work.
The board meeting where you had to say "I'll follow up on that."
Your team worked all week. The deck was polished. But the question came from left field and the number wasn't there. That's not a people problem. That's a data architecture problem.
The PE sponsor who needs visibility between board meetings.
Your investor is calling your CFO at 9am on a Tuesday to ask about working capital. Not because they distrust the team — because the system doesn't give them anywhere else to look. That's the gap Epic closes.
The finance team working the weekend before a deal closes.
Your best analysts are reformatting spreadsheets and reconciling the same number in three places. The CFO is managing that instead of running M&A strategy. The leverage is in the wrong place.
Most companies know their reporting is broken. Almost none know exactly where the break is — or how far the fix goes. That's the diagnostic Epic runs first.
— How We See It
Every finance function
has three layers of drag.
Most firms add headcount to manage all three. We separate them — and that separation is where the leverage lives. We call the framework Delete · Automate · Elevate. Not as services. As a lens.
DELETE
Work that shouldn't exist at all. Reports no one reads. Reconciliations that feed nothing. Meetings that should be a dashboard. We find the drag, build the case for removal, and cut it — without breaking what's load-bearing.
AUTOMATE
Work that machines do better than people. Data consolidation, variance narratives, period-end reconciliations, close checklists. Your team is not the right tool for deterministic work. We move it to systems — and build the data layer that makes everything visible.
ELEVATE
The work only your best people can do. Capital allocation, M&A positioning, board strategy, KPI-to-narrative. When DELETE and AUTOMATE clear the path, your finance function becomes a competitive advantage — not a cost center.
— For PE Sponsors
Install Epic
at close.
Keep the edge.
If you're a PE firm, Epic isn't just a resource for one portfolio company. We're infrastructure — a consistent finance and data layer you can deploy across the portfolio, starting at close and staying through exit.
- Standardized KPI framework across all portfolio companies
- Live visibility for your deal team — no waiting for the CFO to run the report
- 100-day finance function buildout included at acquisition
- Pre-close diligence support — we find the finance gaps before you sign
- One relationship, multiple portfolio companies, compounding value
Most firms leave invoices. We leave systems you can see.
— The Data Layer
Your numbers.
Live. For everyone
who needs them.
When Epic builds your finance infrastructure, it doesn't end at the engagement. We leave behind a live data layer — your GL, your KPIs, your working capital position — accessible in Tableau to the CFO, the operator, and your PE sponsor.
No request. No analyst. No wait. The number is there when the question comes.
Ask us how the data layer works →Built by people who lived in the seat.
Epic Advisory was founded by Jeremiah Marshall — CPA, Big 4-trained, former VP and National Head of Private Equity at Embark.
Top 1% track record. Hundreds of close cycles shipped. PE portfolio companies, mid-market carve-outs, Fortune 500 transformations. He's been the consultant brought in to clean up the mess — and the operator inside the company asking why the consultants couldn't make it stick.
That's the gap Epic Advisory was built to close: senior practitioners who parachute in, build the system, transfer it, and leave clients with visibility — not a deck.
and rebuild
When we leave, what stays.
Bring us a real problem.
Start the Conversation →Or email jeremiah@ownyourepic.com directly.