A look at how creative and technology firms have built better financial infrastructure, improved profitability, and sold on their terms.
A creative and technology firm with a good client base but messy financials. We rebuilt the infrastructure from the inside — tightened margin, clarified the P&L, and ran a competitive sale process that drew two letters of intent within 45 days.
Preparing a creative firm for sale — from financial cleanup through due diligence and close.
Read the case study →A firm making decent revenue but running at 12% margin — below what the business was capable of. We rebuilt the financial infrastructure, restructured operations, and gave the owners a clear picture of their business for the first time.
Ongoing advisory to rebuild financial infrastructure and drive measurable margin improvement.
Read the case study →A $5M multi-division firm with three accounting systems and a fragmented financial picture. The Financial Assessment surfaced $351K in at-risk receivables and built a clear path to $7M revenue at 20% margin — in 30 days.
A 30-day diagnostic that surfaces cash risk, cost structure gaps, and a sequenced growth plan.
Read the case study →We'll talk through where the business is today and what it would take to get where you want it to go.
Talk to Kathleen30 minutes · No obligation · Kathleen responds personally