Clients

Our typical clients are service businesses with annual revenues ranging from $2 million to $20 million. Most are experiencing significant growth, at least doubling their revenues over the past five years and aiming to replicate that success in the next three to five years. They are usually founder-led and built without outside capital, relying solely on bank financing.

We’ve partnered with a diverse range of businesses across various industries, including:

  • Therapy staffing firms

  • Multi-location restaurant chains

  • Real estate investment and management companies

  • Consulting firms

  • General contractors

  • Digital marketing agencies

Our broad experience enables us to quickly understand the unique dynamics of each client’s business and begin delivering value right away.

Success Stories

Therapy Staffing Firm

We began working with a therapy staffing firm in 2007. Over a 15-year partnership, we:

  • Helped the founders grow the business by over 600%.

  • Negotiated a partner buyout.

  • Arranged a new banking relationship with no personal guarantees.

  • Facilitated an acquisition that increased revenue by 50%.

When the founders decided to sell the business in 2022, we:

  • Assisted in selecting an investment bank.

  • Assisted in preparing the sales materials.

  • Participated in sales presentations as part of the management team.

  • Managed due diligence for the successful sale to a publicly traded company.

The founders are now enjoying their well-earned retirement.

Restaurant Chain

In 2012, we began working with a seven-location restaurant chain. Over a 10+-year partnership , we:

  • Modernized the back office and improved financial controls and reporting.

  • Developed a financing structure to support growth without outside equity capital.

  • Guided the business through the COVID-19 pandemic to maintain solid financial health.

As of the end of 2024, the chain had expanded to 15 locations, with total sales tripling since 2012. The founder remains the sole owner of the business, which is well-positioned to continue to grow in the coming years.

For more information or to schedule an initial consultation, please visit our Contact Us page.