Case Studies

High-signal snapshots. Each card highlights the Problem, the core Finding, and the measurable Outcome with color and hierarchy that make the story obvious at a glance.

B2B Services  $8M ARR

Problem

CAC climbing 22% YoY despite steady top-line growth.

Finding

High-LTV enterprise accounts buried in a mid-market-heavy funnel.

Outcome:

CAC reduced 37%, 3 unsolicited PE offers in 90 days.

Premium CPG $5.4M Rev

Problem

Brand valued at "good, not great" multiples during preliminary talks.

Finding

Pricing and product mix misaligned with acquirer appetite.

Outcome:

EV multiple lifted from 3. lx -+ 5.4x in 7 months.

B2B Services $12M GMV

Problem

Board unsure why acquisition conversations were stalling.

Finding

Onboarding process revealed as key valuation leak in operational audit.

Outcome:

$18M acquisition closed within 6 months.

Enterprise Services $5M ReV

Problem

Client churn spiking post-implementation despite strong initial sales.

Finding

Mismatch between sales promise and delivery capacity eroding LTV.

Outcome:

Churn cut in half, LTV:CAC ratio improved from 2.4x —+ 4.7x.

Vertical SaaS $3.2M ARR

Problem

Pipeline velocity stalled despite record MQL volume.

Finding

Finding: 78% of MQLs unqualified under acquirer criteria, sales team chasing low-value leads.

Outcome:

Outcome: Pipeline restructured; $6M in acquirer-grade opportunities generated in 90 days.

Aggregator I $20M Rev

Problem

Founder wanted to sell in <12 months but had no acquirer narrative.

Finding

Fragmented brand story and inconsistent margins hiding true portfolio value.

Outcome:

Portfolio repositioned; sold to strategic buyer at I .8x projected valuation.

or stay good instead of great