Case Studies

Founders who got their time back.

Six founders who went from trapped in their business to running it on 10 hours a week. Names anonymized, outcomes are real.

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HVAC · Northeast US
+38%
net profit in 90 days
14 employees
$3.2M ARR
Family-owned

The vendor stack that was eating their margin.

A second-generation HVAC company was busy — and bleeding profit. Pricing hadn't moved in three years and the vendor stack had quietly bloated to 11 active suppliers across parts, software, and field services.

The Problem

Flat margin despite growing revenue. Owner was working 70-hour weeks with nothing to show for it.

The Approach

Full P&L audit, vendor consolidation, and a tiered pricing rollout backed by usage data.

The Result

3 vendors cut, prices repositioned on 7 service lines, and net profit grew 38% in 90 days — without losing a single account.

Boutique Law Firm
$182k
recovered in unbilled hours
6 attorneys
$2.1M ARR
Solo founder

Six figures of work that had simply never been invoiced.

A growing litigation practice was hitting capacity, but the partner couldn't figure out why cash kept lagging billable time. The answer was hiding in plain sight: a billing system that depended on every attorney remembering to log hours.

The Problem

Cashflow lagged effort. The owner suspected leakage but didn't know where.

The Approach

Built a real-time time-capture system, weekly billing reviews, and an accountability cadence with each attorney.

The Result

$182,000 in previously unbilled hours recovered in the first 4 months — and a process that ensures it stops happening.

DTC E-commerce
-22%
customer acquisition cost
$4.8M ARR
Wellness category
Bootstrapped

Cut CAC 22% without touching ad spend.

A wellness e-commerce brand was hooked on Meta ads — every margin point gained was immediately reabsorbed by rising acquisition costs. The fix wasn't on the ad platform. It was in the offer.

The Problem

CAC creeping up quarter over quarter. Owner felt trapped on the ad treadmill.

The Approach

Repositioned the lead offer, restructured the bundle, tightened fulfillment costs by switching 3PLs.

The Result

Effective CAC dropped 22% with revenue held flat — turning a break-even quarter into a 31% gross margin one.

Restaurant Group
$240k
annualized waste eliminated
3 locations
$6.5M ARR
Casual dining

Same menu, same prices, $240k more in the bank.

A three-location concept knew food cost was high but couldn't figure out where it was going. We tracked every line item against POS data for 14 days — and the leaks were everywhere.

The Problem

Food cost north of 34%, with no visibility into which dishes or shifts were the culprits.

The Approach

Item-level cost analysis, portion-control retraining, vendor renegotiation across 9 suppliers.

The Result

Food cost down to 28%, $240k of annualized waste eliminated — without changing a single menu item or price.

B2B SaaS
3.2x
net new MRR (12 mo)
11 employees
$1.4M ARR
Founder-led sales

The pricing mistake hiding in a "good" sales month.

A vertical SaaS founder was closing deals — but every single one was being negotiated down. We rebuilt the offer architecture and the quote process around it.

The Problem

Average contract value was 41% lower than list. The team was discounting to close.

The Approach

Three-tier pricing rebuild, anchor pricing in proposals, weekly pipeline review with the founder.

The Result

Net new MRR grew 3.2x in 12 months. Average contract value rose 67% with the same close rate.

Construction Services
+19 pts
gross margin improvement
22 employees
$8.4M ARR
Commercial GC

From 12% gross margin to 31% — without raising bids.

A commercial general contractor was winning bids and losing money on the back end. Change orders weren't being captured. Subs were running over. The problem was a process problem, not a pricing problem.

The Problem

Change orders unlogged, sub overruns absorbed by the GC, no project-level P&L visibility.

The Approach

Project-level financial dashboard, weekly change-order audit, formal sub accountability process.

The Result

Gross margin moved from 12% to 31% across the next 4 projects — with the same crews and the same bid prices.

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