Case Studies
Real results for real businesses. Here's how we've helped companies like yours secure capital, reduce taxes, and build financial systems that scale.
Regional Distribution Company
A mid-size distribution company was struggling with unpredictable cash flow and couldn't secure financing for growth. We embedded as their fractional CFO, rebuilt their financial infrastructure, and positioned them for a successful credit facility.
Multi-Location Service Business
A service business operating across three states was overpaying in taxes due to a misaligned entity structure. Our proactive tax strategy identified $340K in annual savings through restructuring, deduction optimization, and multi-state planning.
E-Commerce Brand
A fast-growing e-commerce brand had no unified view of their financials across Amazon, Shopify, wholesale, and retail. We built a custom AI financial dashboard that consolidated all data streams into a single real-time command center.
Professional Services Firm
A professional services firm was growing fast but lacked the financial infrastructure to sustain it. We stepped in as their embedded financial operations partner — managing reporting, cash flow, and investor relations through a critical growth phase.
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