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Case Studies

The work, described plainly.

Three engagements, anonymized at the client’s request but otherwise unchanged. Each began with the same Audit and ended somewhere the founder did not expect.

Professional services
Professional services · $22M

A $22M services firm, quietly stalling.

Revenue was up three years running, but cash was tight and no one could say which service lines made money. What the Audit found, and what changed.

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Specialty manufacturing
Specialty manufacturing · $31M

A specialty manufacturer where every decision routed through the founder.

A $31M manufacturer could not quote a job or resolve a delay without the founder. What the Audit found, and how the bottleneck was dismantled.

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Multi-site physician group
Multi-site physician group · $18M

A four-site practice with a private-equity offer on the table.

Four sites, a signed LOI, and sixty days to respond. What the Audit found in the numbers, and what changed at the negotiating table.

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The next one could be yours.

We publish few of these, and only with permission. The Audit behind them is the same one available to you.

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