Case Studies
Fitness Franchise Portfolio
- 4 locations, $700K average revenue
- Location-by-location QofE analysis
- Membership KPIs including LTV and churn
- Deal closed quickly with confidence
Commercial Hood Cleaning
- $300K annual revenue, cash-based business
- Financials reconstructed from bank statements
- Seller note clawback protection secured
- Buyer protected from financial risk
Mid-Market Success
Interior Design Distribution
A $4M annual revenue portfolio required a comprehensive buy-side engagement. Our team identified $300K in one-time revenue that was incorrectly normalized, saving the buyer over $300K in purchase price.
Software Subscription Platform
For a $2M annual revenue software platform, we provided sell-side advisory and exit preparation. We identified $200K in annual add-backs, maximizing the seller's exit price through strategic financial cleanup.
Fitness Franchise Portfolio
A portfolio of 4 locations with an average $700K revenue required location-by-location QofE analysis. We developed membership KPIs including LTV and churn, leading to a successful and quick deal closure.
Commercial Hood Cleaning
A $300K annual revenue business required financial reconstruction from bank statements. We secured seller note clawback protection for the buyer, ensuring a fair and transparent transaction.