Case Study 1

This case study is a financial health diagnosis that we did recently for a client. Our client owns a business that provides a mix of both product sales and service offerings. Our client was having significant concerns over their cash flow, their lines of credit and loans were fully utilized, and the pandemic had a large impact on their revenues. Our financial health diagnosis analyzed their financial results over the last five years and identified recommendations to improve. As a result of our work, our client is back to being cash flow positive and has returned to a future growth trajectory.