Anonymized client outcomes

Numbers that moved. Owners who stopped grinding.

We don't publish logos for clients who don't want to be public. We do publish what changed — accurately, anonymously, with the messy parts left in.

Split composition: a chaotic worktable on the left, the same surface swept clean with a single open ledger on the right.

$650K

Capital secured

Regional HVAC services

$4.2M revenue · 31 employees

Where they were stuck

Books closed 45 days late. Owner doing payroll reconciliation at midnight. Two failed loan attempts in 18 months.

What we did

Tier II Ownable Integration + Capital Readiness project. Chart of accounts rebuilt. Three ProfitFlows delegated in six months.

What changed

$650K SBA line secured (45 days). Owner reclaimed 22 hrs/week. Month-end now closes on the 5th.

+9 pts

Gross margin

B2B professional services

$1.8M revenue · 9 employees

Where they were stuck

All client relationships routed through founder. Bookkeeper sending P&Ls with 30+ open questions. No defensible margin story.

What we did

Tier III LTEM Advisory. Full four-engine install. Customer concentration restructured.

What changed

Gross margin improved 9 points in 14 months. OWNABLE Score: 41 → 78. Now in conversations with two strategic acquirers.

1.4×

Multiple expansion

Light manufacturing

$6.5M revenue · 24 employees · sold 2025

Where they were stuck

Broker quoted 3.2x SDE. Owner wanted an EBITDA-priced deal.

What we did

12-month Exit Readiness program. Management succession installed. QoE-ready package built. Buyer diligence room pre-staged.

What changed

Sold at 5.4x EBITDA — 1.4x the broker's original quote. Diligence team called financials cleanest of the quarter.

−14 days

Cash conversion

Multi-location retail

$3.1M revenue · 18 employees

Where they were stuck

Owner pulling 70-hour weeks. Cash conversion cycle unknown. Tax surprise of $84K in prior year.

What we did

Tier II Ownable Integration. Cash conversion installed as weekly metric. Quarterly OWNABLE Cadence reviews.

What changed

Owner now takes Fridays off. 14-day reduction in cash conversion cycle. Zero tax surprises since.

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