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.
