Illustrative examples of how we help small and mid-sized businesses. Details may be generalized to protect confidentiality.
Services & field operations
Aligning growth with profitability
A regional services business was growing revenue but struggling with cash and margin. We built a new model, clarified service line profitability, and established a weekly cash and KPI review.
Manufacturing
Reducing bottlenecks and lead times
A manufacturer faced extended lead times and inconsistent productivity. We mapped processes, highlighted bottlenecks, and created a sequenced improvement plan.
Technology-enabled business
Creating investor-ready financials
A growing technology-enabled business needed a robust model and narrative. We developed an integrated model, scenarios, and materials aligned with investor expectations.