Case Studies

Numbers Coach Helps Education Company Communicate Game Plan to Team Leaders

About The CompanyGreen Building Education Services (“GBES”) is a leading educational services firm that provides the number 1 LEED exam prep solution since 2007. GBES has served over 150,000 customers with comprehensive solutions to help people advance their careers with the sustainability credentials. Not only does GBES help its customers pass the LEED exam to […]

Trillium Advises & Establishes Financial Infrastructure for Pain Management Company Spun-Off from Parent Company

SITUATION Pain Consultants of Atlanta, LLC (“PCA”) is one of the leading pain management medical services firms in Georgia. In 2004 a decision was made by the owners to spin off PCA from its parent company. PCA’s management team recognized the need for financial leadership during this time to help them navigate through the spin off […]

Trillium Helps Medical Company Acquire a Healthier Bottom Line

What are the best ways to grow a company? You could increase transactions, raise prices, or launch a new marketing campaign. Sometimes, however, a merger or acquisition is the best strategy a company may adopt for rapid growth. Choice Care began looking for companies that they could purchase to accelerate its growth plans. However, […]

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

The Company Sustainable Investment Group (“SIG”), founded by Charlie Cichetti and Jason Kiefer, provides sustainability services to commercial property owners. SIG provides high quality services for LEED certification with commercial buildings. A LEED certified building ensures the property uses sustainable activities to help protect our environment. SIG offers LEED training, consulting, and engineering services domestically […]

Trillium Helps a Content Publisher Stay Financially Focused

The Company EB Medicine (“EBM”), founded by Robert Williford, and it is carried on by family members Stephanie Williford and Robin Wilkinson. EBM provides high quality content for the physicians who want to stay on top of issues in their specialty. This includes study guides for a physician to keep up their continuing medical education […]

Trillium Leads Online Financial Network to Merger Success

SITUATION In 2002 Phil Binkow founded the Financial Operations Networks (“FON”). His vision has been to create the preeminent online publishing resource for back office support operations. His first product, The Accounts Payable Network, has become the “go to” online SaaS resource for financial professionals seeking information, benchmarking, best practices, tools, templates, and advice on […]

Trillium Helps Medical Firm Stay Financially Focused

The Company Georgia Pain and Spine Care (“GPSC”), founded by Dr. Charles Brownlow in 2010, is a leading pain management medical services firm that provides comprehensive solutions to help restore each patient to their original lifestyle. The company uses progressive approaches to pain management with education, counseling, and minimally invasive procedures. Their mission is to […]

Prominent Placement

CompanyIn 2001, Stacy Williams launched Prominent Placement, Inc. (“PPI”) with the vision of creating a preeminent search engine marketing company. The company focuses on helping drive targeted traffic to their clients’ websites and generate traffic that converts to sales. Stacy’s firm is at the forefront of the changes occurring in the online world of search […]

Trillium Establishes Financial Infrastructure for Start-Up

SITUATION BodyBlocks Nutrition Systems began their business launch in 2003. The Founders were excited about their plans and the products that they would offer. The Company received seed capital from friends and family to take the business from an idea on paper to a proof-of-concept. The idea passed the feasibility study, and they were ready […]