Client Case Studies
Samples of case studies showing how we support entrepreneurs through acquisitions, operations, and exits.
How to Use These Case Studies
Find the ones that match your situation
Each case study highlights:
The type of entrepreneur involved
The industry context
What was at risk
What changed as a result of our work
If you see a case that feels familiar, you are likely in the right place.
Browse by Solution
Hardware Enabled SAAS
Exit Planning
Featured Case Studies
$4M Hardware-Enabled SaaS Business — Sell-Side QoE, Tax Structuring, and Fractional CFO Engagement
Case Study | QofE, Tax Structuring, Fractional CFO
Fitness Studios
Exit Planning
Featured Case Studies
$2M Pilates Studio Group — Sell-Side Quality of Earnings to Support M&A Valuation
Case Study | Quality of Earnings
Specialty Contractor
Controller Services
Featured Case Studies
$3M Construction Contractor — Cash Flow Stabilization and Financial Infrastructure for Growth
Case Study | Controller Services
Maritime Construction
Controller Services
Featured Case Studies
$30M Custom Builder — Post-Acquisition Financial Stabilization and Project Accounting
Case Study | Controller Services
Professional Services / Consulting
Controller Services
Featured Case Studies
$5M Consulting Firm — From Acquisition Support to Financial Transformation
Case Study | QofE, Tax Structuring, Controller Services
Roofing
Quality of Earnings
Featured Case Studies
$6M Roofing Company — Quality of Earnings and Post-Acquisition Financial Optimization
Case Study | QofE, Controller Services, Tax Structuring
Sign Manufacturing
Quality of Earnings
Featured Case Studies
$5M Manufacturing Deal — Quality of Earnings and Post-Acquisition Financial Stabilization
Case Study | QofE, Controller Services, Tax Structuring
Vehicle Retailer
Tax Structuring
Featured Case Studies
$7M Retailer — QSBS and Cash Flow Support
Case Study | Lifecycle Tax & Embedded Finance
Publishing Services
Quality of Earnings
Featured Case Studies
$11M Book Printing Company — Strategic Quality of Earnings Analysis
Case Study | Quality of Earnings
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Various
Controller Services
Featured Case Studies
$20M Holding Company — Comprehensive Financial Operating System Implementation
Case Study | Controller Services
Facing a similar situation?
If one of these cases sounds familiar, the next step is a conversation.
