📊 Case 1: Repositioning a Mid-Sized Manufacturing Portfolio:
Helped a regional wood product manufacturer diversify assets and secure a $2M investment line.
💼 Case 2: Startup Investment Readiness
Guided a fintech startup through pre-seed financial planning, resulting in a successful $500K fundraising round.
📚 Case 3: Compliance Overhaul for Investment Firm
Conducted a full compliance audit and implemented new reporting systems to meet SEC standards.
💼 Case 4: Strategic Expansion Consulting
Supported a family-owned finance business in opening two new branches with a 30% YoY growth projection.