Trillium Financial Case Studies

Trillium Assists Medical Company Acquire a Healthier Bottom Line

Choice Care began looking for companies that they could purchase to accelerate its growth plans. However, they knew they would need the voice of experience to help guide their decision, so they turned to Trillium for help.

Trillium Helps a Content Publisher Stay Financially Focused

Understanding key financial performance measures that drive financial results of a business provided EB Medicine the foundation to improve its cash flow. Learn how Trillium Financial’s CFO Leadership services made the difference.

Trillium Helps Manufacturer Improve Financial Results

Understanding how changes to key metrics drive the financial results of the business was critical for DRS to become intentional with its financial performance. Learn how Trillium Financial’s CFO Leadership services made the difference.

Trillium Helps Pool Company Float More Cash to the Bottom Line

Ever face a bottom line that isn’t what you think it should be, and not know why? Southern Splash Pools’ President Bill White had been dealing with this problem for several years—without answers—before he contacted Trillium for help. Find out how Trillium’s CFO Navigator helped Bill identify opportunities to float more cash to the bottom line.

Trillium Helps Medical Practice Improve Profits

TFI developed a financial dashboard that helped this growing medical practice diagnose its critical financial drivers and plan for the future. Learn more

Trillium Crafts Financial Models for Brewing Company

Understanding how changes to key metrics drive the financial results of the business was critical for this hometown brewing company. Learn how Trillium Financial’s CFO Leadership services made the difference.

Trillium Assists in Capital Acquisition for Company Buy-Out

PCA management also needed to find the right type of financing to ensure a successful buy out. Learn more about Trillium’s role in their capital acquisition.

Trillium Positions Nutrition Company to Evaluate Prospective Acquisitions

Acquisition is one of many growth strategies a company may adopt, but it can also be a risky proposition. Read about how this young company sought assistance from Trillium and negotiated a successful merger.

Trillium Helps Secure Interim Financing for Practice Expansion

This new company saw an opportunity to grow by opening a new clinic, but was unsure about expanding prior to the completion of their buy-out. Learn about Trillium’s creative solution and assistance.

Trillium Establishes Financial Infrastructure for Start-Up

A nutrition company realized they needed a financial consultant who could take them from an idea to launch, and on to the next level as an emerging growth business. Learn more about how Trillium helped them establish financial infrastructure to take them where they needed to be.