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 Outsourced CFO Services Support Business Growth 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 How a catering and accommodation operation moved from near-zero margin and hidden regulatory exposure to a standalone, governed business How an industrial contractor built the organizational and financial infrastructure to match a major growth inflection before it arrived How an engineering consulting firm closed a $15M exit after a value assessment revealed gaps the owner had never been shown How a professional services firm increased profit per partner by 23% and kept the partners it could not afford to lose How a multi-channel retailer freed $430K in working capital, improved margins, and gained control over what was actually worth growing How a minority buyout of an $8M law firm was structured and financed when the numbers initially did not support it 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 How a $35M manufacturer closed an exit $8.1M above an initial PE offer
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
How a catering and accommodation operation moved from near-zero margin and hidden regulatory exposure to a standalone, governed business
How an industrial contractor built the organizational and financial infrastructure to match a major growth inflection before it arrived
How an engineering consulting firm closed a $15M exit after a value assessment revealed gaps the owner had never been shown
How a professional services firm increased profit per partner by 23% and kept the partners it could not afford to lose
How a multi-channel retailer freed $430K in working capital, improved margins, and gained control over what was actually worth growing
How a minority buyout of an $8M law firm was structured and financed when the numbers initially did not support it
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