Case Studies
Aligning Strategic Goals with Daily Operations while Uncovering Opportunities and Pain Points
Medical billing and ancillary services provider Challenge A growing medical billing and ancillary services provider needed a clear vision and mission to guide its expanding team. Without alignment, strategic goals and daily operations felt disconnected. Leadership...
From High Turnover to High Value: How PI Helped a Salon Chain Sell
Regional Salon Suites Company Challenge A regional salon suites company owned by a private equity group was preparing for a sale but struggled to attract a buyer. They faced high turnover on the sales team and ongoing friction between sales and service staff, which...
Self-Funding Miracle: Premium Refunds and Increased Benefits
Challenge A company with over 1,500 employees—many in entry-level roles—struggled with low healthcare participation due to unaffordable premiums. Nearly one-third of employees had opted out of coverage. Solution To better support its workforce, the company sought a...
Pioneering the Latest Tech for Profitability
Challenge Company XYZ has known that artificial intelligence is the next big thing on the horizon, but they’ve been paralyzed by their combination of confusion and fear around what it might mean for their work and how to even use it. They really had no idea of where...
Chart of Accounts Revolution!
Challenge Non-profit organization was using a very outdated chart of accounts that had been cobbled together, somewhat arbitrarily, over the past many years. This led to confusion, inaccuracy, and concerns internally about how to manage and use the internal accounting...
Successful Business Divestiture
Case Study Challenge: How to smoothly transfer the financial reporting data, processes, and systems from the seller company to the acquiring company without disrupting the business or impacting the operating results.
Interim Chief Financial Officer Private Equity Portfolio Company
Case Study Challenge: The Client, a Private Equity owned retail services organization, required an Interim CFO to manage the financial and operational functions, PE communications/requirements, banking covenants, and improve the analytical function until a permanent replacement was identified without disrupting customers or operations.
Implementation of Strategic Planning Tool to Achieve Long Term Financial Plan
Case Study Challenge: Multi-billion $ organization acquires a small family owned business in an adjacent market with a rapid global growth expansion plan.
Developing a Return-to-Work Program
Case Study Challenge: Wages are always a challenge when developing this program.
Successful Carve-Out to Standalone Entity
Case Study Challenge: How to smoothly transfer staff, facilities, financials, banking, systems and customer communication from the company to a standalone entity without disrupting the customers, staff, or impacting operating results.
Turnaround Unprofitable Software Development Division
Case Study Challenge: Multibillion dollar Technology Division continued to be unprofitable with utilization at 98-99% annually..
Setting Up Accounts Receivable Portals
Case Study Challenge: Our client’s business had seen increased team member turnover creating a void in the Accounts Receivable department which further added to the vast number of accounts that were delinquent.