Case Studies
See how we've helped other clients just like you.
$30 Million Custom Builder
Our client needed post acquisition support on their platform acquisition of a niche custom builder. We supported on cash flow visibility and stabilizing financial reporting.
Download$20M Holding Company
We built a full financial operating system for our client's diversified holding company covering their bookkeeping, tax, and finance needs.
Download$11M Book Printing Co
See our how our detailed Quality of Earnings analysis exposed risks for our client that helped them navigate their deal with caution.
Download$7M Retailer - QSBS + Cash Flow Support
Our client needed post acquisition financial support for a niche retailer. We helped them get visibility on cash flow and uncover some serious tax savings down the road.
Download$6M Consulting Firm
We helped our client acquire, stabilize and improve cash flow of this $6M niche consulting firm that turned into an incredible cash generator.
Download$6M Roofing Deal
Our client used critical insights from our QoE to reduce his purchase price. The company is now generating significant cash flow for our client's holdings.
Download$5M Manufacturing Deal
Our client came to us for support on a quality of earnings for their deal. The insights materially changed the trajectory of the deal.
Download$4.5M Manufacturing Deal
We helped our client acquire a $4.5M manufacturer and uncovered critical insights for their post closing gameplan.
Download$2.7M Construction Deal
Our QoE uncovered unique risks in this deal that led to valuable deal restructurings.
Download$2M Street Sweeper Bolt-on Deal
Our client already operating in the street sweeping industry came to us to verify their add-on deal would be fruitful.
Download$3M construction contractor
Our client needed detailed visibility into cash flow due to the unique circumstances of their industry. We developed a custom 13 week cash forecast to create clarity.
Download$1M Media Company
This media company came to us to get kicked off on the right foot after their first bookkeeper let them down.
Download$1M Marketing Agency
This marketing agency needed the essentials done well. Year end books review, 1099s, and tax prep did the trick.
Download$1M Landscaping Buyer
A quickly scaling serial acquirer in the landscaping industry needed support on building their reporting system.
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