by Gary Cohen | Jul 11, 2025
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...
by Laura Gaythwaite | Jul 8, 2025
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...
by Deborah Adkins | Jul 8, 2025
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....
by Matt LaFleur, CPA | Nov 7, 2023
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...
by Matt LaFleur, CPA | Oct 3, 2023
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 Challenge Non-profit organization was using a very outdated chart of accounts that had been cobbled together, somewhat arbitrarily, over the past many years.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...
by Anita P. Moulton | Aug 20, 2022
Successful Business Divestiture 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. Solution Managed Transition...
