Results from embedded partnerships with founders, search funds, and PE firms. Numbers that speak for themselves.
A 15-year-old job shop with strong customer relationships but broken internal operations. The founder was the only person who understood pricing, delivery, and client relationships. Zero financial infrastructure.
What we did: Installed weekly operating cadence. Built financial dashboards. Created a pricing model that reflected true cost. Hired and coached the first operations manager. Deployed AI to forecast delivery capacity.
The outcome: Revenue growth accelerated to 22% annually. Founder moved from 70-hour weeks to 50. Company positioned for Series A conversations. Three new hires. Real profit margin visibility.
A services firm with excellent clients but no CFO for 2 years. Quarterly reviews were a mess. Tax compliance was late. The founder had no idea what the business was worth.
What we did: Stepped in as Embedded CFO. Built GAAP financials from scratch. Installed monthly close processes. Created a 3-year model for PE conversations. Identified $180K in annual redundancies.
The outcome: Two PE firms started competitive conversations within 6 months. Exit closed at 4.2x EBITDA, above historical benchmarks. Financial infrastructure is now scalable.
A search fund acquisition. Day 1: operational but no real-time visibility into inventory, pricing, or profitability by customer. Processes were manual. Systems disconnected.
What we did: Installed operating partner rhythm immediately. Built real-time dashboards linking inventory, pricing, and profitability. Identified 12 unprofitable relationships. Optimized inventory levels with AI.
The outcome: Year 1 profit margin expanded from 11% to 14.5%. Second acquisition closed 8 months in, folded seamlessly. On track for 3x EBITDA in Year 3.