Case Studies
Home Building Company
Background: Regional home builder with four shareholders and internal conflict.
Challenge: One shareholder wanted out; the CEO (also a shareholder) was underperforming and misaligned with the company’s interests.
Solution: We valued the firm, structured a buyout, and stayed on to support financial operations. After collaborative attempts at improvement, we recommended CEO removal. Andy stepped in as interim CEO for six months.
Results:
- Reduced cycle times
- Lowered warranty costs
- Boosted per-home profitability
- Improved cost visibility
- Sparked development of proprietary software system
Roofing Company
Background: Residential and commercial roofing firm onboarding a new CFO.
Challenge: Disjointed systems and internal trust issues. Suspected internal inefficiencies.
Solution: Created a role-specific management dashboard and supported the CFO. Discovered and resolved fraud missed by CPAs and attorneys.
Results:
- Fraud detection and recovery
- Improved controls and confidence
- Custom views for roles (owners, sales, ops)
- Actionable dashboards
Waste Services Company
Background: $14M trash company aiming to grow and improve profitability.
Challenge: Low-margin contracts and opaque route profitability.
Solution: Renegotiated contracts, visualized data, redeployed labor, supported acquisitions.
Results:
- Industry leading gross profit margins
- Route-level profit mapping
- Targeted territory growth
- Acquisition support
- Market share dashboards
- Improved labor utilization
Agricultural Equipment Dealer
Background: $14M irrigation dealer planning a 5-year ownership transition.
Challenge: No defined succession plan; successor team unprepared.
Solution: Developed a valuation-backed buyout plan. Trained successor team. Designed a 5-year plan to raise value and prepare for the ownership shift.
Results:
- Structured succession deal
- Successor team equipped with financial literacy
- Clear long-term roadmap
- Peace of mind for both seller and buyers