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Trillium Financial Case Studies

Trillium Builds Financial Blueprint for Sustainability Company to Grow

The team at Sustainable Investment Group (“SIG”) wanted to chart a path to growing the company, but needed a clear picture of their financial drivers to move forward.  Learn how the SIG team worked with TFI’s “Numbers Coach” program to be able to make financial and operational decisions “on the go” to achieve their growth goals.


Trillium Helps Ease the Pain of Financial Management for Medical Practice

This medical practice worked with Trillium Financial and “Numbers Coach” Mike Iverson to educate key team members on the financial metrics driving the practice.  Trillium then worked with the team to build a road map for growth and improve its bottom line.   Learn how Trillium Financial’s Financial Coaching Leadership services made the difference.


An Environmental Services Firm Uses Trillium’s Numbers Coaching to Achieve Financial Results

Understanding what key financial drivers would sustain its business, the Sustainable Investment Group built the foundation that enabled it to make sound financial decisions. Learn how Trillium Financial’s Financial Coaching Leadership services made the difference.


Trillium Financial’s Numbers Coach Services Helps Education Company Stay on Track

Understanding their key financial performance indicators provided Green Building Education Services the foundation to drive its cash flow and make better financial decisions. Learn how Trillium Financial’s Financial Coaching Leadership services made the difference.


Trillium Helps Medical Firm Stay Financially Focused

Measuring their financial performance provided Georgia Pain and Spine the foundation to improve its cash flow and make better financial decisions. Learn how Trillium Financial’s Financial Coaching Leadership services made the difference.


Trillium Helps 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 Financial Coaching 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 Financial Coaching 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