Case studies
Each engagement begins with a private conversation. The work below is shared with our clients' permission — the numbers are theirs, the patterns are repeatable.
A second-generation metal-fabrication shop facing flat revenue, rising input costs, and a successor who lacked finance fluency.
Cross-border carrier scaling fast but burning working capital on under-priced lanes and unstructured fleet financing.
Founder-clinician operating six locations with no consolidated financials and a stalled acquisition pipeline.
B2B SaaS platform for industrial buyers running on founder intuition; investors asking for governance and metrics.
Family-owned specialty food brand entering US retail without the financial backbone to support national distribution.
Mid-market commercial landlord with strong asset base but no portfolio-level financial strategy or refinancing roadmap.