Case Studies

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 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 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 […]

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 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 […]

big duck canvas logo

The Numbers Coach Stitches Together Financial Plan for Fabric Company

The CompanyBig Duck Canvas (“BDC”), founded by Shawn Mitchell, provides high quality fabrics, canvas and threads to both wholesale and retail stores. Their services include customer cut-and-sew fabrics and fabric printing, which adds a customer’s design features to a fabric. BDC distributes its products throughout North America and can be found online at www.bigduckcanvas.com The […]

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 […]

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 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 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 […]