When the numbers finally tell the right story
A look at how creative and technology firms have built better financial infrastructure, improved profitability, and sold on their terms.
From Financial Chaos to a Successful Sale
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 →Transforming a Creative & Tech Firm
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 →Finding the Growth That Was Already There
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 →See what's possible for your firm.
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