Let Me Tell You Three Stories…

Below are three different businesses that I have worked with recently - each varying in size and complexity.

All three wanted more scalable businesses with stronger financial outcomes, but their potential was obscured. There was opportunity for magic, but it needed a skilled expert to help.

My role was to identify and unlock these opportunities, delivering tangible value to their bottom line. In these three situations I worked with the owners and business managers to focus on the right ‘numbers’, people and processes. In these stories my focus led to more cash, high profits, increased valuations, stronger teams, and streamlined operations.

Have a read through these stories, and then ask yourself “Is my business capable of more?”. If you are curious, lets chat!

01 - Case Study | downward drifting

This client owned a software company that by my estimation was 2-3 months away from liquidation. The prior CFO had left, and I was called in to turn things around. Once I realized how serious and deep the problems were, my estimation was there was only about 50% chance the business was salvageable. However, after much hard work from everyone, the business is now back operating profitably, and a strategic sale is now on the cards. The graph below tells the story.

**Results in 5 Months:**

Profit: From -$75k to +$125k
Cash: Up $350k
Debt: Down $650k

02 - CASE STUDY | I NEED TO GET OUT

This client wanted to sell, and of course at a good purchase price. However, he had limited reporting and didn't realize the company was in serious decline. I stepped in as CEO, led the turnaround, and restored the business to a position of value and stability. After 9 months I then hired a new GM, handed over the reigns, and sold the business for a value he was happy with.

**Results in 9 Months:**

Profit: Doubled
Cash: 4x $315k
Valuation: Tripled

03 - CASE STUDY | IM MAKING MONEY SO WHERES MY CASH?

This client was a wholesaler that was experiencing strong revenue growth, yet no matter how much the business grew the bank account didn't. In this instance I didn't touch the revenue driving machine, as this was working well. I used other financial levers to unlock cash, and ultimately bolster the bank account.