
Case study
A manufacturer turns a cash squeeze into a credit line
Outcome● Measured
$3Mnew credit line secured
ClientFamily-owned manufacturer, $22M revenue
01
The challenge
Fast growth had stretched receivables to 74 days, and payroll weeks were tight.
02
What we did
We built a 13-week cash forecast, renegotiated supplier terms and prepared a lender package with monthly KPIs.
03
The result
Receivables fell to 49 days and the bank approved a $3M line on better terms.

Olivia GrantLead advisor · CPA
Every engagement is led by one advisor who knows the file from the first call.
Talk to an advisorIllustrative case study. Results are specific to this client and are not a guarantee of future outcomes.
More results
All case studiesOthercase studies.
Founder, multi-location dental groupA dental group owner prepares for a $14M sale
$1.2Min projected tax savings
Physician couple, both 54Two physicians bring retirement forward by four years
4 yearsearlier retirement date
Engineering executive, 41A tech executive diversifies a concentrated position
62% → 18%single-stock concentration

First conversation
Every plan starts withone honest conversation.
Thirty minutes, by video or at our office, in English or Spanish. No cost and no product pitch.