Success stories

Real owners. Real transformations.

Every business is different. But the pattern is the same: clarity comes first, then confidence, then results.

25+
Years advising owners
$100M+
Cash flow decisions guided
94%
Client retention past 3 years
12
Industries served
Karen H., Owner
Trades · $3.4M revenue
Before

Growing 20% a year but constantly borrowing to make payroll.

After

A 90-day cash forecast, $180K in freed working capital, first debt-free year in a decade.

"Brian didn't hand us a report. He handed us a plan."

Karen H., Owner
David R., Managing Partner
Professional Firm · $1.8M revenue
Before

Owners drawing inconsistently, tax bills a nightmare each spring.

After

Structured owner comp, quarterly tax planning, and a projected $52K/yr tax reduction.

"For the first time, I know what to expect. That alone changed my life."

David R., Managing Partner
Miguel S., CEO
Manufacturing · $7.2M revenue
Before

Profitable on paper but couldn't see which products actually made money.

After

Segment-level profitability model — dropped 3 SKUs, grew EBITDA 34% in 14 months.

"We finally run this business on facts, not gut feel."

Miguel S., CEO