Twice the revenue.
Twice the valuation.
We fixed the foundation first: current books, the right structure, investor relations and a better finance partner. The company is on track to double its revenue, and its valuation came in at twice the owner’s estimate.
The short version.
The owner wanted to raise capital, get the finance and tax strategy right, update the business structure and prepare for an eventual exit. We reviewed the whole business, laid out what each of those goals would need, and started with the parts that had to be fixed first.
- Client
- Owner-led company, about $3M in annual revenue
- We reviewed
- Financials, operations, administration and business structure
- Their goals
- Capital raise · Finance and tax strategy · A structure that fits today · Exit or liquidity readiness
- What we did first
- Books kept current · Structure and bylaws updated · Investor relations · New finance partner
- Results so far
- Revenue on track to go from $3M to $6M · Investor value 10× upside · Valuation up 2× · 1–2 FTE saved
- Status
- Ongoing
Four fixes before anything else.
A raise, a tax plan or an exit all depend on the same things: numbers people can trust, a sound structure, and an owner with time to lead. Each fix maps to a LAUNCH™ dimension.
Books current, and kept current.
We brought the bookkeeping up to date. Every month now closes by the 15th of the following month, so decisions are based on last month’s numbers, not last quarter’s.
A structure that fits the business.
We reviewed and updated the corporate structure and bylaws so they match how the company operates today, and what a capital raise or exit will need.
Investor relations, handled.
We took over investor relations, so the owner spends time running the business instead of reporting on it.
A steadier finance partner.
We did the diligence and moved the company to new finance partners, giving it more reliable, predictable cash flow to fund growth.
The foundation paid off.
Four fixes to the basics, and the business grew on every measure that matters to an owner or an investor.
What owners usually ask.
Why start with the bookkeeping?
Raising capital, tax strategy, valuation and exit all depend on numbers someone can trust. Closing the books by the 15th of each month makes every later step faster and easier to defend.
What made the valuation higher than expected?
The value was already there. Current financials, a clean structure and a documented operation made it visible and easier to support.
How did a platform save 1–2 full-time roles?
It was built around how this business actually runs, so manual admin work that used to take staff time now happens in one place, connected to the books.
Is the engagement finished?
No. The foundation is in place. The work is now moving toward the capital raise, tax strategy and exit readiness.
Where does your business stand?
This engagement started with the same question. Six questions, about two minutes.