Results Case Studies
Business owners often seek support for one visible problem, but a comprehensive assessment frequently reveals that the underlying issue and the best path forward is different from what they initially expected
B2B Product Manufacturer
Improving Cash Flow and Access to Capital
Initial Need
What We Identified
The assessment revealed that the business needed more than financing. Its greatest opportunities involved cash-flow management, financial planning, operational capacity, leadership development, and a stronger strategic growth plan
What We Helped Implement
Results
A profitable, third-generation family manufacturer with less than $10 million in revenue sought financing after experiencing negative cash flow and falling behind on payables
We conducted a financial assessment, developed cash-flow management tools, improved operations, prepared the company for financing, strengthened its growth plan, and helped secure bridge financing
The company improved cash flow, strengthened its leadership team, gained access to capital, enhanced financial management, and improved operational performance
For-Profit Private School
Stabilizing Cash Flow and Increasing Enrollment
Initial Need
What We Identified
The assessment revealed weaknesses in financial analysis, management capacity, marketing and sales focus, customer retention, and the school’s ability to consistently generate repeat business and referrals
What We Helped Implement
Results
A mission-driven private school with less than $1 million in revenue and fewer than 20 employees was experiencing serious cash-flow problems without a clear understanding of the cause
We conducted a financial assessment, eliminated unnecessary expenses, created a business-planning model, developed a growth plan, sharpened the school’s marketing focus, and prepared the organization for financing
The school improved cash flow, increased its marketing focus, enrolled more students, gained access to capital, strengthened financial management, and established clearer goals and performance measures
Online B2C Product Manufacturer
Managing Rapid Growth and Strengthening the Organization
Initial Need
What We Identified
The assessment showed that sustainable growth would require a more deliberate organizational structure, stronger financial reporting, improved human-resource practices, leadership development, and a formal growth-planning process
What We Helped Implement
Results
A specialty product manufacturer with approximately $20 million in revenue, fewer than 50 employees, and international brand recognition needed help managing rapid growth. The company faced a major order backlog, informal management practices, insufficient financial controls, and an underdeveloped leadership team
We conducted a financial assessment, restructured the organization, developed the leadership team, established operational goals, improved management reporting, strengthened recruiting and onboarding, and provided executive coaching
The company improved financial management, significantly reduced its order backlog, secured financing for a new facility, improved operational performance, made stronger hires, increased employee retention, strengthened planning, and freed more of the owner’s time
