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Case Studies
Results that transform. See how we get from challenge to solution.
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Taking a bite out of an unruly accounts payable process and giving a dentist’s office a cash management strategy to smile about.

Robert Snyder, DDS: Small Business Consulting

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Having an accounting advisor and a true business partner to help grow business.

Catalyst Construction: Finding a True Business Partner

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Building a solid partnership by understanding the construction industry, thinking strategically, addressing needs, and identifying opportunities.

MSI General: Partnering for Strategic Success

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Two years is a long time to wait for your company to sell, but patience pays off.

Bergman Companies: Getting Sale-side Assistance and Top Dollar

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Ensuring a smooth transition.

Broadway Automotive: Growing the Business Through Acquisition

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Year after year, shareholders and retirement plan participants have confidence in what their bank is worth.

The Pineries Bank: Applying Profound Industry Understanding to Valuations

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All the expertise to ensure a successful business sale, in one place.

Aerial: Supporting a Sale with a Full Range of Services

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Energizing the opportunities for more capacity, greater cost savings, deeper employee engagement, and less lead time.

ANGI Energy Systems: Discovery Event & Improvement Implementation

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Continuous improvement journey leads to improved operations, reduction in costs, and significant growth.

Brunk Industries: Driving Out Wasteful Activities

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