Case Studies

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 […]

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 Eases the Pain of Financial Management for Medical Practice

The Company Pain Care, LLC (formerly Georgia Pain and Spine Care) 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 relieve pain, increase productivity, […]

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, […]

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 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 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 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 […]

The Numbers Coach Builds Financial Blueprint for Sustainability Company to Grow

Trillium Helps Manufacturer Improve Financial Results

The Company Direct Refrigeration Sales (“DRS”), founded by Tim Litsch, provides a high quality alternative to OEM replacement parts for the refrigeration industry. One of their primary parts is a gasket that seals a refrigeration unit when closing the door and ensures the contents remain cold and intact inside the unit. DRS products are of […]