Case Studies

Something in your operation is leaking margin. These three businesses found exactly where.

Each of them had already tried other solutions. The tools hadn't stuck, the consultants had left. What changed was having the actual number — the real dollar cost of what their operation was losing every week.

Trades / HVAC

The HVAC Owner Who Couldn’t Find the Leak

$30M revenue, 85 technicians across three states — and a margin problem nobody could locate.

He was working harder every year. The margins weren’t moving. And he couldn’t point to a single thing that was wrong.

43%

EBITDA improvement

$8.5M

enterprise value created

47%

fewer emergency callouts

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Professional Services / Accounting

The Accounting Firm That Couldn’t Grow Without Hiring

$28M revenue, 92 staff, three offices — and the answer to every growth question was always another hire.

Her best people were already at capacity. The only available answer was another hire. She knew that answer couldn’t keep working.

4.2pts

EBITDA improvement in Year 1

49→23

days from matter close to invoice

$1.1M

additional annual revenue

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Professional Services / Wealth Management

The Wealth Manager Who Was Missing What Mattered Most

$2.8 billion in assets under management, 45 advisors — and clients quietly moving money to competitors who reached out at the right moment.

He could see his assets under management. He couldn’t see what he was losing — not until a client mentioned it, almost in passing.

$180M

new client assets won from competitors

35%

advisor productivity improvement

$8.4M

client tax savings in Year 1

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