Case Studies Subscribe to our Newsletter Name Email Subscribe Now Case Studies All Case Studies Accounting Bookkeeping Exit Planning Tax Value Growth Virtual CFO How an engineering consulting firm closed a $15M exit after a value assessment revealed gaps the owner had never been shown April 30, 20261min How a catering and accommodation operation moved from near-zero margin and hidden regulatory exposure to a standalone, governed business April 30, 2026 How a charity reclaimed its leadership capacity, achieved its first clean audit in three years, and gave its board a financial foundation it could actually govern from April 30, 2026 How a professional services firm increased profit per partner by 23% and kept the partners it could not afford to lose April 30, 2026 How a multi-channel retailer freed $430K in working capital, improved margins, and gained control over what was actually worth growing April 30, 2026 How an industrial contractor built the organizational and financial infrastructure to match a major growth inflection before it arrived April 30, 20261min How a minority buyout of an $8M law firm was structured and financed when the numbers initially did not support it April 30, 20261min How a growing private healthcare business became a financeable platform, scaling from $11.6M to $20.2M in revenue and delivering over $3M in normalized EBITDA April 30, 2026 How a $35M manufacturer closed an exit $8.1M above an initial PE offer April 30, 2026
How an engineering consulting firm closed a $15M exit after a value assessment revealed gaps the owner had never been shown April 30, 20261min
How a catering and accommodation operation moved from near-zero margin and hidden regulatory exposure to a standalone, governed business April 30, 2026
How a charity reclaimed its leadership capacity, achieved its first clean audit in three years, and gave its board a financial foundation it could actually govern from April 30, 2026
How a professional services firm increased profit per partner by 23% and kept the partners it could not afford to lose April 30, 2026
How a multi-channel retailer freed $430K in working capital, improved margins, and gained control over what was actually worth growing April 30, 2026
How an industrial contractor built the organizational and financial infrastructure to match a major growth inflection before it arrived April 30, 20261min
How a minority buyout of an $8M law firm was structured and financed when the numbers initially did not support it April 30, 20261min
How a growing private healthcare business became a financeable platform, scaling from $11.6M to $20.2M in revenue and delivering over $3M in normalized EBITDA April 30, 2026