Case Studies

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 […]

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 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 Establishes Financial Infrastructure for Start-Up

SITUATION BodyBlocks Nutrition Systems began their business launch in 2003. The Founders were excited about their plans and the products that they would offer. The Company received seed capital from friends and family to take the business from an idea on paper to a proof-of-concept. The idea passed the feasibility study, and they were ready […]

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 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 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 […]

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 […]