Case Studies

Proof That Freedom Is Possible

Every founder story is unique, but the patterns are the same: founder dependency, messy finances, stalled growth, or uncertainty about the future.

These case studies show how the Business Health Diagnostic™ (BHD), TriMetric™ Tracking System, and our Fractional Executive Unit (FEU) transform bottlenecked businesses into fundable, scalable, and transferable companies.

Case Study: Exit Planning – Maximizing Valuation at Sale

From a lowball $1.5M offer to a clear path toward $3.6M and multiple exit options.

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Case Study: Burnout to Fulfillment – Restructuring for Cash Flow & Time

From exhausted and ready to quit… to re-engaged, profitable, and free to pursue purpose.


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Case Study: Succession Planning – Strengthening Team Dynamics

From looming leadership gaps to a confident transition that preserved value and culture.


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Case Study: Organizational Consulting – Strategic Systems for a Scaling Church

From founder-reliance to scalable systems with clarity, culture, and financial stability.


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Case Study: Tax Strategy – Advanced Planning in Action

From an $82K tax problem to $165K in first-year savings with proactive planning.


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Case Study: GA Credit Builders – Launching a Scalable New Division

From uncertainty to a fully structured, revenue-ready coaching division.


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Case Study: FunnelFlow Agency – Operational Integration for Growth

From founder bottlenecks to systems that unlocked growth, profitability, and sales capacity.


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Are You Next?

What These Stories Prove

Diagnostics create clarity: Every engagement began with the Business Health Diagnostic (BHD).

Systems build value: The FEU installs execution infrastructure that multiplies margin and transferable value.

Freedom is possible: Whether it’s higher valuation, reduced hours, or a successful exit—these stories prove founders don’t have to stay stuck.

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