Anonymized selection of closed deals. The numbers are real; names, specific sectors and geographies have been altered to preserve confidentiality signed with each client. Verifiable figures on request, once mutual confidentiality is signed.
The coordinator absorbed 70% of founder time: lead capture, valuations, follow-up, reporting. We redesigned the commercial flow on their existing CRM, automated valuations and weekly reporting, documented the lead-capture playbook. The company moved to running without the owner's daily presence — and that unlocked valuation.
Billing, reconciliations and tax reporting in scattered sheets. We implemented accounting integration, portfolio dashboards per client, and a DD-ready legal dataroom. Today it's an active acquisition candidate for a regional fund — operating with 63% less founder involvement.
Each location operated as a small island: own cash, own agenda, no consolidated visibility. We centralized agenda and cash, automated daily closing and built a management dashboard with real-time margin per location. The chain went from "replicated neighborhood business" to a franchise-or-investor-ready operation.
Growing sales but margin eroded by manual proposal and collection management. We implemented CRM pipeline with real-time margin per client, proposal automation and weekly collection dashboard. Management regained visibility on which clients actually contributed margin.
Consolidated brand in DIY niche with loyal customer base. Diagnosis identified the account didn't need deep optimization — it needed visibility before strategic sector buyers. Direct outreach to 8 strategics, NDA and controlled dataroom. Closed with one of them in 6 months, no public listing.
Firm with 220 recurring clients but scattered margin and fragmented reporting. We productized services into 3 packages, automated onboarding and client migration, cleaned monthly reporting per client. The buyer fund especially valued stable margin post-implementation.
Figures correspond to real deals under NDA. Verifiable on request after mutual confidentiality is signed. Names, specific sectors and geographies have been altered to preserve confidentiality signed with each client.
If your situation resembles one of these, we can validate on the free strategic call. If we fit, we block calendar for Phase 1 in 7-14 days.
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