About Lucro

Overview

At Lucro Financial, we are a team of senior executives, strategists, operators, and financial architects who’ve spent the last two decades helping businesses scale smarter. Our work spans healthcare, SaaS, professional services, hospitality, manufacturing, construction, and not-for-profits—always grounded in one principle: align operations, finance, and strategy to drive measurable growth.

We don’t just advise—we embed. We roll up our sleeves to design better systems, implement clearer metrics, and transform complexity into clarity. From early-stage startups preparing for scale to mature companies restructuring for the next chapter, we offer pragmatic, data-driven support that leads to action—not just insight.

Whether serving as fractional leaders, sales and growth advisors, or M&A integration specialists, our job is to unlock momentum. Fast

Move fast & Profit with Lucro Financial

Our Experience

Our team brings a combined 30+ years of executive leadership across finance, product, and growth functions. We’ve built and led cross-functional teams of up to 70 people, managed $20M+ budgets, and overseen high-stakes mergers, restructurings, and go-to-market transformations.

Key capabilities include:

  • Strategic Leadership: Multicurrency consolidation, FP&A, treasury, and full-stack finance operations across 60+ entities
  • M&A Readiness & Integration: Pre- and post-deal audits, software and department merges, and operational alignment across complex portfolios
  • Product and Revenue Growth: 700% increases in sales activity, multimillion-dollar client contracts, and the launch of employer-facing platforms that drove 30%+ YoY revenue growth
  • Process and Systems Transformation: ERP integrations, ASC 606 compliance, and automation that reduces admin time by up to 90%
  • Cross-Sector Adaptability: Experience across health systems, global SaaS platforms, not-for-profits, enterprise hospitality, and public-private partnerships

We’ve led IPO prep, Chapter 7 & 11 restructuring, ASC 606 implementations, and built logic models that tie quality and performance to bottom-line ROI. Our work has supported growth-stage firms, Fortune 500 companies, and national associations alike.

We’re fluent in the operational and strategic realities of modern business—and just as comfortable in the boardroom as we are inside your systems, spreadsheets, and dashboards.

01

Clarity Over Complexity

We distill what matters. In every engagement, our goal is to simplify the noise—turning tangled data and disjointed processes into clear priorities and actionable strategy.

02

Ownership Mentality

We treat your business like it’s our own. Whether it’s cash flow, closing timelines, or client growth, we show up with urgency, accountability, and care.


03

Build for Scale

We design systems and strategies that don’t just work today—they flex with you tomorrow. Scalability is embedded in every process, model, and recommendation.

04

Integrity in Action

We say what we mean, do what we say, and own the outcomes. Trust is foundational—and we earn it through candor, consistency, and results.

Values

Our Core Values

At Lucro Financial, our values are grounded in clarity, accountability, scalability, and integrity. We believe that complexity should never be a barrier to action—so we work to distill financial and operational challenges into clear, actionable strategies that drive measurable outcomes. Our team approaches every client engagement with an ownership mentality, showing up not just as advisors, but as partners who are deeply invested in your success.

We build with scale in mind, ensuring that every system, process, and recommendation can grow with your business. And we operate with unwavering integrity—communicating honestly, following through on commitments, and holding ourselves accountable for results. These values guide how we work, who we work with, and the long-term impact we strive to deliver for every organization we serve.

Why Lucro Financal?

Why Lucro

The name Lucro means profit in Latin, but to us, it means more than just financial gain. It’s about clarity. Confidence. Momentum.

We built this firm for founders and executives who want more than just reports and recommendations—they want a partner who can build with them, challenge assumptions, and move quickly with precision and accountability.

We speak the language of metrics, growth, and execution. And we’ve built Lucro to be the kind of partner we always wanted when we were in-house: fast, smart, and relentlessly practical.

Ready to supercharge your business?

Get in Touch