The business was significantly off track, missing its budget by millions and struggling under the weight of overwhelming debt. After a thorough assessment, it became clear that leadership changes were needed. We facilitated the respectful removal of the existing CFO and began rebuilding the company’s financial foundation from the ground up.

One of the first priorities was implementing a bottom-up financial model. This approach allowed the company to gain a clear understanding of how it actually made money—and where changes were necessary. Instead of relying on outdated assumptions and top-down directives, we focused on real data, operational realities, and practical decision-making.

To drive accountability, we introduced departmental budget ownership, empowering leaders at every level to manage their own financial outcomes. Alongside this shift, we defined the key metrics that mattered most, creating focus and clarity around performance targets. A company-wide forecasting system was developed, giving teams a forward-looking view and a framework for proactive management.

With these systems in place, clarity returned—and so did control.

The Result:

• Significant debt paid off

• A fully integrated budget and KPI system

• Stronger financial discipline across all teams

• Renewed confidence from both lenders and investors

Today, the business operates with greater financial strength, transparency, and focus—positioned for long-term success.