Company Overview The client is a privately held SaaS software company serving small businesses with annual revenues of up to $5 million. Its cloud-based platform provides internal management tools designed to streamline operations, reporting, and decision-making for owner-led and early-stage companies. Annual Revenue: $12,000,000 Employees: 50 Business Model: Subscription-based SaaS Read more
Despite an increasingly complex economic landscape, mid-market business leaders are entering 2026 with a striking level of confidence. According to the Baker Tilley recently published 2026 Mid-Market Report, 96% of surveyed executives believe their organizations are prepared to navigate uncertainty, including concerns around tariffs, regulatory change, inflation, and technology adoption. Read more
Project Overview A mid-sized construction firm secured an 18-month, $5,000,000 design-build project. The scope includes site preparation, structural work, mechanical systems, interior finish, and commissioning. The project carries the following cost structure: Labor: 25% = $1,250,000 Materials: 22% = $1,100,000 Indirect Construction Costs (equipment, site overhead, supervision, permits, safety, rentals): Read more
Company Overview A small precision-manufacturing company generates $20,000,000 in annual revenue with a balanced customer mix: 50% Commercial Contracts 50% Government Contracts Despite steady sales volume, the company experienced declining margins due to rising labor and material costs, inconsistent cost controls, and pricing pressures in both segments. Current Cost Structure Read more
This is a detailed, realistic case study illustrating how a $ 50 M in revenue construction company with a 5% pretax margin and a $2M line of credit can optimize working capital. Case Study: Working Capital Optimization for a $50M Construction Company Company Overview Industry: Commercial construction Annual Revenue: $50,000,000 Read more
With AI in every news article, how can it be used in your business? We offer this checklist of areas where small businesses are using AI tools to reduce process time and simplify their operations. This is not an exhaustive list, but these are common areas where you can find Read more
In today’s volatile and fast-moving business climate, agility has become a form of currency. For many owners, especially mid-sized or growing companies, the challenge isn’t recognizing opportunity but accessing the right leadership to seize it. That’s where fractional executives come in. A fractional executive is a senior leader, CFO, COO, CMO, or Read more
Despite economic uncertainties, geopolitical instability, and fluctuating interest rates, the middle market M&A landscape in 2025 is showing resilience. While the number of deals has softened slightly, dealmakers are focused on quality, technology, and strategic alignment to get deals across the finish line. Here’s how middle-market M&A deals are getting Read more
We have had many discussions with clients this year on this topic as political uncertainty has driven market uncertainty. When faced with a challenge, the way we manage uncertainty can determine whether the situation improves or spirals further out of control. Too often, we confuse reacting with responding—but these are two vastly different Read more
Unless you are in the automobile, home appliances, pharmaceutical, or electronic equipment business, the impact of the US tariffs will be lower than the current media noise. Assuming that the 200% tariff threats settle down, which current trends indicate, with the exception of industries noted, the cost impact is between Read more