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Challenge

– The company experienced high growth and strong market demand but lacked a robust financial infrastructure and transformative strategic leadership
– Reliance on fewer than five core clients created significant revenue concentration risk
– Accounting processes were disorganized and unreliable, hindering both financial visibility and investor credibility
– Additional capital was needed to scale operations, diversify the client base, and establish a foothold as a long-term market leader

RLA F.A.S.T.™ Approach

– Financial Realignment & Controls: Assumed the CFO role, instituting rigorous financial controls and structured reporting to bolster transparency and investor confidence
– Accelerated Capital Raise: Led negotiations for an investment that balanced operational flexibility with sustainable growth
– Streamlined Accounting & Reporting: Executed a transformative overhaul of the accounting system—transitioning to GAAP-compliant accrual accounting, automating reporting, and optimizing cost tracking
– Targeted Client Diversification: Expanded the client base from under five to more than fifteen, significantly reducing revenue risk and stabilizing cash flow

Outcome

– Secured the necessary capital, negotiating, structuring, and executing a competitively priced term debt over a 10-year period to enable rapid growth in operations and customer acquisition
– Reduced customer concentration risk, creating more predictable revenues by more than doubling the customers over the last trailing twelve months (TTM)
– Built a transparent, scalable financial reporting system, supporting continued growth and investor relations
– Optimized the company’s capital structure, ensuring an efficient balance between debt and equity to support sustainable expansion
– Introduced merger and roll-up opportunities, enhancing the company’s transformative growth strategy