Benchmark Solutions
Finance Professionals in Business

Business Planning | business optimization | business valuation

Corporate Finance + Management Accounting Professionals


We Help Our Clients Grow Great Businesses

Benchmark Solutions is a boutique business advisory that provides high quality corporate finance and management accounting services to some of the most innovative and creative businesses and emerging companies in the beverage, healthcare, and technology industries. 

Headquartered in Reno, Nevada with a satellite office in San Jose, California, we are highly skilled and experienced corporate finance and managerial accounting professionals providing services used to increase cash flow, reduce the risk of failure, and earn a required rate of return for the benefit of business owners.  We believe in embracing change, specifically change brought about by innovation, because such change provides opportunity.

Our firm specializes in Business Planning, Business Valuation, and Business Optimization Services. From financial planning and forecasting projections for early stage firms experiencing rapid growth, to budgeting for mature firms seeking to achieve long-term sustainable growth, we assist our clients as they plan new business start-ups, expansion projects, new product/service launches, acquisitions, exit strategies or simply achieving more effective and efficient operations.  We bring extensive experience and professionalism to every project and customize our support to our clients' individual needs and concerns.

Our senior financial consultants individually possess over twenty-five (25) years of experience as financial executives in industry. We’re on the pulse of current trends and technology in our areas of practice —all to give our clients exceptional work product and advice that will provide them with the competitive advantage needed to achieve their financial goals and objectives.

Contact us directly to set up a free consultation. 




59 Damonte Ranch Parkway,     Suite B #331
Reno, NV 89521



Areas of Practice

professional Medical Practices

The professional medical practice environment is ever growing and evolving. Advancements in technology are rapidly changing standards of care and creating opportunities for competitive advantage for those willing to innovate.  With advancements in technology comes the introduction of new revenue streams and patient out-reach opportunities as well as the opportunity for earnings growth.  To achieve this growth, medical providers must engage in professional financial planning as a means of modeling these opportunities in order to determine the prospective rate of return as well as the financing necessary to build-out new offices, acquire new equipment and fund working capital requirements. At Benchmark Solutions, we are experts in planning for growth and achieving the proper financing necessary to support this growth.


Producers in the beverage industry sell products that are differentiated from one another and, accordingly, are not perfect substitutes for each other.  Because consumers remain sensitive to pricing when selecting brands, understanding the affects of brand pricing and production is critical to a firms success.  At Benchmark Solutions, we are experts at utilizing economic modeling in our financial planning for our beverage industry clients in order to optimize product pricing and production output as a means of maximizing profits.  We additionally understand and have the ability to accurately model the "dual inventory" nature of beverage industry production, specifically as it pertains to the wine industry segment, which creates the requirement to finance "aging-period" inventory as well as the "go-to-market" inventory.

Outpatient Healthcare facilities

Advancements in technology are also changing the environment for many outpatient healthcare facilities, making them more accessible and utilitarian to patients as well as medical providers. Whether it be an Ambulatory Surgery Center, a Clinical Laboratory, a Molecular Laboratory, Radiology Center, or other free standing outpatient centers, these facilities require leading edge equipment technology (or capital assets) in order to achieve a competitive advantage.  Having leading edge technology is so important to these facilities that most facilities need to plan for capital asset replacement prior to the completion of the assets useful life. At Benchmark Solutions, we are experts in developing and producing professional budgets necessary to forecast future cash flows as needed to justify and finance the early replacement of capital assets as well as working capital requirements.

Merger and Acquisition

Merger and Acquisition (M&A) transactions often represent a turning-point in a firm's lifecycle.  While usually contemplated as a means to become more competitive, or simply as an exit strategy, M&A transactions require rigor and professional advice from experts with experience. 

At Benchmark Solutions, we provide Merger and Acquisition advisory services to clients in our areas of practice.  We conduct due diligence for our clients by reviewing the financial aspects of operations as well as capital structure and intrinsic/strategic valuations of a given firm's equity in order to determine the viability of proposed transactions as well as acceptable transaction terms and conditions.  We represent  buyers, sellers, and/or prospective merged entities.


Technology permeates every aspect of our lives. Technology makes our lives simpler and benefits our health and well being.  That said, the market place for the emergence of early-stage technology firms is fiercely competitive, with the acquisition of capital being a primary concern.  At Benchmark Solutions, we have assisted numerous technology firms plan for and model their financial future in order to successfully raise capital in the forms of debt and equity.  Specifically, we assist our technology clients by forecasting revenue, budgeting for fixed and variable expense as well as asset acquisitions and capital requirements.  




Developing a strategy for the allocation of resources within a firm is a fundamental process necessary to guide a company toward realizing a required rate of return for the benefit of business owners.

At Benchmark Solutions, we assist our clients every day as it pertains to strategy through our Business Planning services.  Specifically, we produce revenue forecasts, budgets for variable and fixed costs as well as capital requirements, all collectively with an eye on creating  long-term sustainable business models that earn a required rate of return.


We must all obey the great law of change. It is the most powerful law of nature.
— Edmund Burke