Experience
Strategic finance meets real-world execution.
At Encina Solutions, we specialize in bias-free revenue forecasting—but not in just one industry. Our approach is grounded in business fundamentals, not industry templates, which means we’re able to serve a wide range of companies that need clarity on what’s coming next.
We work with lower middle market businesses across sectors. What ties them all together is a shared need: to turn data into decisions and revenue uncertainty into strategy.
Industries We’re Well-Suited to Support:
Manufacturing & Distribution
Where seasonality, supply chain dynamics and order patterns drive revenue complexity.
Professional & B2B Services
Where utilization, contract timing and client acquisition are key to topline predictability.
Healthcare & Specialty Services
Where payer mix, referral flow and capacity constraints influence revenue in unique ways.
Construction, Field, or Project -Based Businesses
Where pipeline visibility and job timing create volatile revenue swings.
Technology & Software
Where product launches, sales velocity and pricing strategy affect near-term forecasting.
Our Approach Works Best When:
- You have meaningful revenue—but limited forward visibility.
- You have historical data—but it’s messy, inconsistent or underutilized.
- Your business has moving parts that create complexity.
- You’re entering a period of change or uncertainty.
- You want more than a spreadsheet—you want a system.
Our Approach Works Best When:
You have meaningful revenue—but limited forward visibility.
You’ve grown to $10M+ in revenue, but your forecasting still relies on outdated spreadsheets, gut instinct or disconnected inputs.
You have historical data—but it’s messy, inconsistent or underutilized.
You’ve grown to $10M+ in revenue, but your forecasting still relies on outdated spreadsheets, gut instinct or disconnected inputs.
Your business has moving parts that create complexity.
You’ve grown to $10M+ in revenue, but your forecasting still relies on outdated spreadsheets, gut instinct or disconnected inputs.
You’re entering a period of change or uncertainty.
You’ve grown to $10M+ in revenue, but your forecasting still relies on outdated spreadsheets, gut instinct or disconnected inputs.
You want more than a spreadsheet—you want a system.
You’ve grown to $10M+ in revenue, but your forecasting still relies on outdated spreadsheets, gut instinct or disconnected inputs.
Who We Work With
Encina Solutions Specializes
In Helping
Private equity portfolio companies
Founder-led and family-run businesses
Operators preparing for exit or funding
Companies with lumpy or seasonal revenue patterns
If you don’t have confidence in what the next couple quarters look like, we’re built for you.
Testimonials
“Working with Encina Solutions gave us a level of financial clarity we’d never had before. For the first time, we weren’t just hoping for revenue—we understood exactly what was driving it and where we were headed. The forecasting model became a cornerstone of how we run the business.”
— CEO, Healthcare Services Company
“Encina didn’t just build a forecast—they helped us tie revenue planning to real business decisions. Their work gave us the visibility we needed to manage cash, align the team and have serious confidence in board and lender conversations. They operate like a true extension of our finance team.”
— CFO, PE-Backed Manufacturing Company
Let’s Build Your Forecast
It starts with a simple conversation.
Let us show you what’s possible when you Know What’s Next.