Case Studies

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 SituationIn […]

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 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 […]

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 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 […]

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 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 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 […]

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 […]