⭐ CASE STUDY #1 — Specialty Services Scaling Industry: Window Restoration Engagement: Strategic Partnership Background: Owner-led company plateaued due to no systems, no CRM, unpriced labor mix, and inconsistent lead flow. Challenges: • No workflow structure • Unpredictable sales pipeline • No pricing model • Owner stuck doing everything What We Did: • Installed CRM/automations • Built a pricing engine • Created a lead-gen system • Organized operations and SOPs Results: • +38% qualified leads • +27% revenue increase • Owner freed 60% of workload • Business became “sellable”

⭐ CASE STUDY #2 — Medical Practice Growth & Exit Readiness Industry: Cosmetic / Medical Engagement: Valuation + Strategic Partnership Background: High-demand practice overwhelmed with operations. Owner desired clarity on valuation and exit options. Challenges: • No operating system • High churn in workflow • No clear value of business What We Did: • Full valuation • Mapped all patient workflows • Automated intake + follow-up • Created the 12-month exit plan Results: • 22% margin increase • Predictable revenue cycles • Transparent valuation • Owner workload reduced by 40%

⭐ CASE STUDY #3 — Roofing Business Revenue Rescue Industry: Roofing / Subcontractor Engagement: SPA + Revenue Recovery Background: Revenue dropped from $1.6M → ~$1M due to unpaid invoices and lack of financial oversight. Challenges: • Cash flow crisis • Uncollected revenue • No sales structure What We Did: • Recovered AR • Rebuilt sales + ops workflow • Corrected pricing and margins Results: • ~$300k revenue recovered • Increased gross margin 18% • Created scalable multi-state foundation

⭐ CASE STUDY #4 — Commercial Janitorial Exit Preparation Industry: Janitorial / Facilities Engagement: Growth + Exit Prep Background: 20+ year business preparing for owner retirement. Good revenue, outdated systems. Challenges: • Owner-centric • Aging CRM + sales process • No exit framework What We Did: • Evaluated business • Modernized CRM + marketing • Created scalable lead-gen • Designed exit roadmap Results: • Higher buyer multiple • Stronger market positioning • Operational stability

⭐ CASE STUDY #5 — Automotive Service Roll-Up Strategy Industry: Automotive Repair Engagement: Acquisition + Strategic Roll-Up Background: Multiple independent shops lacking marketing, workflow consistency, and pricing discipline. Challenges: • No SOPs • No KPI dashboard • No brand cohesion What We Did: • Implemented systems + SOPs • Created roll-up model • Evaluated acquisition targets • Built a 5-year expansion roadmap Results: • Multi-shop synergy • Repeatable operational model • Higher valuations

⭐ TESTIMONIALS “They gave me clarity, structure, and strategy. My business finally feels manageable.” — Home Services Owner “Their systems and dashboards changed everything for us.” — Multi-location Service Business “After 20 years in business, I finally have a real exit plan.” — Janitorial Services Owner