Client Success Stories

Exit Ready Stories

💻 Best viewed in full screen browser

Real transformations. Measurable outcomes. See how we partner with founders to maximize value and achieve successful exits.

Johnson & Sons - Commercial Mechanical Case Study
Commercial Mechanical

When a Strong Backlog Isn't Enough

A second-generation contractor facing key-person risk and operational stagnation. The transformation that changed buyer calculus.

Read
Manufacturing facility
Manufacturing

The Hidden Asset on the Shop Floor

Legacy equipment worth millions sat undocumented. Proprietary processes lived only in the heads of retiring machinists.

Coming Soon
Professional services office
Professional Services

The Partner Who Became the Product

Clients paid for her expertise. They stayed for her relationships. The challenge: making them pay for the firm.

Coming Soon
Technology workspace
Technology

The Recurring Revenue Illusion

Monthly contracts looked stable on the surface. Cohort analysis told a different story entirely.

Coming Soon
Healthcare facility
Healthcare Services

The Compliance Cliff

Growth had outpaced infrastructure. Documentation gaps widened with every new location.

Coming Soon
Distribution warehouse
Distribution

The Single Customer Problem

Most of the revenue from one account. One phone call away from disaster.

Coming Soon

Confidentiality

Case studies demonstrate our strategic methodologies and have been modified to protect client confidentiality. Identifying details, financial data, and industry contexts have been adjusted where necessary. Materials derived from specific engagements are used with express written authorization from both the seller and the buyer. Any resemblance to businesses with which we have had no professional relationship is purely coincidental. Full disclaimer