TRIARC ADVISORY
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About TRIARC

Independent counsel for founders who have outgrown easy answers.

TRIARC Advisory is a strategic advisory firm for founders running $5M to $50M companies. We work across Finance, Operations, and Marketing & Business Development — the three disciplines that decide whether a company compounds or quietly stalls.

A TRIARC advisor at work
Why We Exist

The closeness that builds a company eventually blinds it.

Most founders do not fail for lack of effort. They fail because no one around them is positioned to be fully honest. Revenue masks weak margins. Loyalty masks the wrong hire. Momentum masks drift. By the time a problem is undeniable, it is already expensive.

TRIARC exists to close that gap — to give founders the one thing an org chart cannot provide: an independent, informed, and unsentimental read on the business. We are operators before we are advisors. Every recommendation we make is one we have had to make ourselves.

The Partners

Built by operators.

People who have run companies, carried payroll, and made the hard calls — not just advised on them.

Rosson Richardson

Rosson Richardson

Managing Partner

Founder of TRIARC and the firm’s lead on the Audit. An operator first, Rosson works across all three pillars — and the Operations, systems, and AI work beneath them — giving founders the independent, unsentimental read no org chart can provide.

Mark Belcher

Mark Belcher

Partner

Mark leads TRIARC’s Finance and Capital practice — from margin and cash-flow discipline to raises and M&A — making sure the numbers hold up to scrutiny and the founder keeps leverage through every transaction.

How We Operate

Truth before comfort

We are paid to see what the people around you cannot afford to say. Flattery is not a service we offer.

The whole business

Problems rarely stay in one column. We diagnose across Finance, Operations, and Marketing at once — because that is where the leverage hides.

Judgment, not templates

No two companies receive the same playbook. The work is bespoke because the businesses — and the founders running them — are.

Measured by what changes

We hold ourselves to what is different after we leave — not to the thickness of the deck we leave behind.

Independence

How we are paid, in full.

An advisor with a second source of income has a second set of interests. We removed ours, and this is the complete list.

No commissions

We take nothing from anyone whose product or service we recommend. Not a fee, not a spread, not a thank-you.

No referral fees

Not received and not paid. When we introduce you to an attorney or a CPA, no money moves in either direction.

No ownership positions

We hold no equity in vendors, software, lenders, or anyone in the allied network. There is no second reason we might suggest someone.

Flat and retainer fees only

Never a percentage of a transaction. Our advice on a deal does not change if you decide not to do the deal.

We will tell you when not to hire us

Some situations do not warrant an engagement, and some warrant a different firm. Saying so is part of the work.

This is the whole model. There is nothing underneath it.

$5–50M

Client revenue range we are built for

3

Disciplines diagnosed in every engagement, together

50+

Years of combined operating and advisory experience

1

Standard, every time: tell the founder the truth

Selected Clients

Trusted across capital, medicine,
and the trades.

Private Capital

Ironwood Capital

Medical Practices

Brynna Connor, MD

doctorconnor.com ↗
Construction

Carter Construction

Venture Investment

Pilar Ventures

Healthcare

Center for Women’s Health

Surgical Services

Surgical Solutions

Birmingham, Alabama
Legal Counsel

Putonti Law Firm

Adventure Tourism

Austin Moto Adventures

Distribution

Sentinel Supply

Powersports Retail

Durango Harley-Davidson

Holdings & Family Office

Gear Down Holdings

Select engagements. Others held in confidence.

From the Managing Partner

“I built TRIARC for the conversations founders cannot have anywhere else. The people closest to the business usually have the most reasons to soften the truth. We are the exception. We are not here to protect the founder’s comfort — we are here to protect the company.”

— Rosson Richardson, Managing Partner, TRIARC Advisory