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Case Studies

Option 1 Partners Builds Financial Road Map With Help From the Numbers Coach

The Company Option 1 Partners (“O1P”) is a consulting advisory firm started and nurtured by Jackie Flake and Ren Waldron.  O1P provides a full range of consulting services, including recruiting and talent acquisition, Agile transformation services, product strategy, product management, staff augmentation, and coaching. The company specializes in assessing your needs, matching it with teams […]

Thermal Support Finds Financial Support with the Numbers Coach

The Company Thermal Support (“TS”) is an international source for thermal analysis consumable products started and nurtured by Charles Beine.  TS provides a full range of thermal analysis DSC sample pans and TGA and TG/DTA sample pans. The company’s high-quality aluminum and ceramic pans are the standard as a non-OEM supplier.  TS serves a wide […]

The Numbers Coach Builds Financial Blueprint for Sustainability Company to Grow

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 […]

Numbers Coach Crafts Financial Models for Brewing Company

COMPANYIn 1993, Red Brick Brewing (RBB) started as one of the first craft brewers in Atlanta.  The Red Brick team is dedicated to providing the consumer with world class Southern beers and ales.  The consumer gets a consistently great-tasting beer from unique blends of hops and other ingredients.  The RBB team of dedicated people are […]

The Numbers Coach Assists in Capital Acquisition for Company Buy-Out

SITUATION In 2004 Pain Consultants of Atlanta, LLC (“PCA”), a leading pain management medical services firm, entered into an agreement where key leadership would purchase their division from their parent company.  PCA management needed to find the right type of financing to ensure a successful buy out. SOLUTION: The Numbers Coach Financial Leadership Services PCA […]

Numbers Coach 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 […]

The Numbers Coach Identifies Opportunities for Improved Cash Flow for Environmental Engineers

SITUATION In 1996, Scott Pate launched Sierra Piedmont (“SPI”).  His vision has been to create the leading environmental consulting, site assessment, compliance, and remediation services firm.  His firm has served a wide range of companies from Fortune 100 businesses to regional firms throughout the United States.  SPI’s innovative solutions and advice have helped its clients […]

The Numbers Coach Positions Nutrition Company to Evaluate Prospective Acquisitions

SITUATION Acquisition is one of many growth strategies a company may adopt, but it can also be a risky proposition.  BodyBlocks Nutrition Systems, Inc. began looking for companies that they could purchase to accelerate their growth plans.  In order to take advantage of these opportunities BodyBlocks needed to retain an experienced financial professional to evaluate […]

Numbers Navigator Helps Pool Company Float More Cash to the Bottom Line

About the Company Bill White built Southern Splash Pools (“SSP”) in 2001 to provide northern Georgia with quality custom and new pool construction, pool repair and maintenance services.  SSP provides a lifetime structural guarantee with all of its installations. The Situation Over the years, Bill realized that his profits weren’t where he thought they should […]

Numbers Coach 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 […]

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