Case Studies

Trillium Helps Secure Interim Financing for Practice Expansion

SITUATION In 2004, Pain Consultants of Atlanta, LLC (“PCA”), a leading pain management medical services firm, was in the process of negotiating a buy-out from their parent company. PCA saw an opportunity to grow by opening a new clinic in Atlanta, Georgia, but was unsure about expanding prior to the completion of their buy-out. The management […]

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 […]

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 […]

Trillium 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: Trillium CFO Leadership Services PCA turned to […]

Trillium Crafts Financial Models for Brewing Company

COMPANY In 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 […]

Trillium 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 […]

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

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 Helps Medical Practice Improve Profits

The Company Choice Care Occupational Medicine and Orthopaedics (“CCI”), founded by Dr. Ish Khan, provides a 21st Century practice model which blends the two specialties of occupational medicine and orthopaedics. Dr. Khan’s unique program is the only one of its kind in Georgia that has proven enhance the quality of patients’ medical care along with dramatic […]

Trillium Helps Pool Company Float More Cash to the Bottom Line

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. Over the years, Bill realized that his profits weren’t where he thought they should be, but couldn’t identify exactly […]