Case Studies

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 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 […]

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 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 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 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 […]

Numbers Coach Helps Education Company Communicate Game Plan to Team Leaders

About The Company Green 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 […]

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 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, […]

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 […]