Real situations, anonymized. These case studies document actual client work — the numbers and details have been kept accurate, with identifying information removed.

Small Business Advisory

Cash Flow Is a Symptom, Not a Root Cause

A business owner facing a cash crunch discovers the problem isn't a cash shortfall — it's a 60-day gap between when he pays vendors and when customers pay him. No debt required.

Working CapitalCash Conversion CycleAccounts ReceivableAR/AP Management
HVAC Contractor

The Growth Opportunity That Would Have Broken the Business

A second-generation HVAC contractor was handed the biggest contract of his career — a $5M job with a major national client. On paper it looked like the growth he had been waiting for. The numbers said taking it could have sunk the company.

Working CapitalInventoryDebt ServiceGrowth CapacityCash Flow
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