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01

Leveraged Sales

Case studies focusing on optimizing sales processes, developing new business models, or implementing strategic partnerships to drive growth:

More Sales + More Profit = Scalability

Sales Case Study

  1. We developed a new Value Ladder and negotiated a strategic partnership to transform a Software-as-a-Service (SaaS) company from losing $300,000 annually to generating $3 million in annual profits.
  2. We worked with a live events company to digitize its business model, resulting in over 50% cost reductions and a 200% revenue increase.
Let's Get You Leveraged Sales
02

Bankable Profits

Case studies emphasizing profitability improvement and elimination of financial inefficiencies:

More Profit + More Value = Optionality

Profit Case Study

  1. A consumer goods company had over $3 million in debt and was operating at a loss. We redesigned the business model and restructured the company, eliminating the debt and achieving $2.4 million in profit within just 12 months.
  2. We worked with a fast-growing service company to redesign its business model, resulting in a 300% profit increase, elimination of staffing bottlenecks that had hindered growth, and a 67% reduction in operating costs.
  3. We helped a mid-eight-figure manufacturer exit an unprofitable multi-year supply contract, secure a large warehouse financing line, and resolve email deliverability issues.
Let's Get You Bankable Profits
03

Transferable Value

Case studies focused on making a business independent of the owner and increasing its attractiveness and value to buyers during exits or acquisitions:

Increased Sales + Higher Value = Momentum

Valuation Case Study

  1. A service company with a $14 million acquisition offer hired us to negotiate the sale. We successfully increased the sale price to $31 million and restructured the company to save over $4 million in taxes.
  2. We negotiated an acquisition investment for a national fitness franchise consultancy, restructuring the deal from a cash purchase for 20% equity into an equity-based acquisition with majority ownership and no capital outlay.
  3. We structured and negotiated a partner buyout during a portfolio company exit, financed by tax savings generated through a structured sale to a private equity buyer.
  4. We negotiated a structured spin-out “starfish” exit with a billion-dollar private equity fund, allowing the client to retain all staff and operations except for a single IP asset set. We identified this asset as the primary driver of the fund’s acquisition interest, preserving an eight-figure business for the seller that would otherwise have been included in the sale.
Let's Get You High Valuations
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