Case Studies

Constraints eliminated. Businesses transformed.

Transformation Stories

See how our expert teams have partnered with middle-market businesses to clear their biggest constraints. These aren't just case studies — they're proof that rigorous diagnostics, hands-on execution, and smart technology deliver real, lasting results.

Regional Home Builder Transformation

Home Building

Challenge

A regional home builder with four shareholders faced internal conflict: one shareholder wanted out, and the CEO, also a shareholder, was underperforming and misaligned with the company's goals.

Our Solution

We valued the company, structured a fair buyout, and stayed on to support financial operations. After collaborative attempts to improve performance, we recommended CEO removal and provided interim leadership for six months.

Results

  • Reduced cycle times
  • Lowered warranty costs
  • Boosted per-home profitability
  • Improved cost visibility
  • Laid groundwork for proprietary software development

Specialty Contractor Financial Turnaround

Specialty Contractor

Challenge

A residential and commercial roofing company onboarding a new CFO struggled with disjointed systems, internal trust issues, and suspected inefficiencies.

Our Solution

We created a tailored management dashboard for role-specific visibility, supported the CFO through the transition, and uncovered fraud that had gone undetected by external CPAs and attorneys.

Results

  • Fraud detection and recovery
  • Stronger internal controls
  • Custom dashboards for owners, sales, and operations
  • Improved confidence in financial systems

Waste Company Margin Improvement

Waste Services

Challenge

A regional hauler needed to grow profitably but was hampered by low-margin contracts and lack of visibility into route-level profitability.

Our Solution

We renegotiated contracts, visualized key financial and operational data, redeployed labor effectively, and supported strategic acquisitions to expand market share.

Results

  • Achieved industry-leading gross margins
  • Created route-level profit mapping
  • Drove targeted territory growth
  • Provided acquisition support
  • Developed market share dashboards
  • Enhanced labor utilization

Your Constraints Are Costing You More Than You Think

Let's break them together with diagnostics, execution, and technology tailored for your business.

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