Our recent work with Consumer Directed Choices (CDChoices) reflects the kind of partnership that defines how we support organizations through moments of transition and complexity.
As Chris Graber, CEO of CDChoices, shared, his organization was navigating “a uniquely complex and consequential moment,” balancing a state-imposed revenue disruption alongside a multi-year strategic transition. During this time, Partner Jon Miller led the charge on the engagement, supported by Principal Anna Mulcahy, working closely with the CDChoices team to bring structure, clarity, and confidence to critical Board-level decisions.
Beyond the initial engagement, our team’s support extended to broader financial and strategic advisory, including liquidity management, reserve designation strategies, and protecting organizational runway during a time of uncertainty. Furthermore, Jon connected CDChoices with emerging technology leaders to explore opportunities to enhance scale and operational efficiency. All of this guidance helped further strengthen CDChoices’ financial positioning and inform key Board-level decisions while supporting a more forward-looking, strategic path for the organization.
“In a market where many firms provide competent advisory services, Jon’s combination of technical rigor, responsiveness, strategic insight, and authentic investment in our mission distinguishes both him and Bonadio,” shared Chris. “His work has reinforced our confidence in Bonadio as a trusted advisor during a critical period for our organization.”
This engagement underscores our role not just as advisors, but as committed partners, helping organizations navigate complexity, strengthen governance, and move forward with clarity and confidence.
If your organization is navigating a complex or pivotal moment, connect with TBG to learn how we can support you with the same level of partnership and strategic insight.
This material has been prepared for general, informational purposes only and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. Should you require any such advice, please contact us directly. The information contained herein does not create, and your review or use of the information does not constitute, an accountant-client relationship.
