Real businesses.

Real numbers.
No fluff.

Every result on this page came from the same playbook — our 60‑15‑15 financial operating system applied to service businesses ready to scale.

$96.2M

Revenue Managed

$105M+

Tax Savings

7+

Industries

Client Results

Bennett Financials

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Client Results

Don’t just take our word for it.

Eden Data

$300K MRR

“We grew from zero to $300K MRR with Arron’s leadership.”

Taylor Hersom Chairman, Eden Data

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Strategic Exit

Scale
& Exit

NuSpine

Strategic Exit

“Strategic finance helped us scale, exit, and reinvest with confidence.”

NuSpine Chiropractic Healthcare & Franchise

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Veterans Fleet

Financial Clarity

“Bennett Financials gave us the financial clarity we needed to grow.”

Veterans Fleet Management Fleet Services

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Chimney Scientists

5–10x EBITDA at Exit

“A complete tax transformation that changed how we run our business.”

Chimney Scientist Home Services

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VirtualCounsel

$220K+ Saved

“A team we can rely on, with rapid-fire responses and consistent support.”

Daniel Goodrich CEO & Founder, VirtualCounsel

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RHFL

Revenue Growth

“He brings creative ideas and valuable insights that have transformed our business.”

Daniel Passarelli Co-Founder, RHFL

Tax Savings

$185K+

Optmyzr

$185K+ Saved

“Saved $185K+ in taxes while scaling global operations.”

Optmyzr SaaS & Ad Tech

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Tax Eliminated

$402K

Motiv Marketing

$402K Eliminated

“Eliminated $402K in tax liability — and got a refund.”

Motiv Marketing Marketing Agency

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RevFit Gym

Apphia Doucet Owner, RevFit Gym

Startup Hypeman

Rajiv Nathan CEO, Startup Hypeman

VCI

Ruann Larson CEO, VCI

Client Results

One system. Different businesses.

Same results.

Every number below is real. Every business below ran through the same 60/15/15 diagnostic.

$402,838

Tax Liability Eliminated

Marketing Agency

Motiv Marketing

Marketing Agency

Motiv Marketing came in with years of uncaptured tax strategy. Through entity restructuring and a full deployment of the 60/15/15 system, we eliminated over $402K in tax liability — and they walked away with a refund.

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$220K+

Tax Savings

Legal Services

Daniel Goodrich

CEO & Founder, VirtualCounsel

VirtualCounsel was growing fast but bleeding cash to taxes. We installed the full financial system, restructured their entity, and deployed a proactive tax strategy that freed up over $220K — capital they reinvested directly into growth.

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$185K+

Tax Savings

SaaS & Ad Tech

Optmyzr

SaaS & Ad Tech

Optmyzr was scaling globally across multiple entities with no unified tax strategy. We consolidated their financial operations, reconciled cross-border exposure, and deployed a strategy that saved over $185K while keeping their growth trajectory clean.

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$300K

MRR — From Zero

Cybersecurity

Taylor Hersom

Chairman, Eden Data

Eden Data built their cybersecurity firm from the ground up with a fractional CFO embedded from day one. We managed the financial operating system as they scaled — from their first dollar of revenue to $300K in monthly recurring revenue.

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5–10x

EBITDA at Exit

Home Services

Chimney Scientist

Home Services

Chimney Scientist needed a complete financial transformation before their exit. We rebuilt their books, deployed a proactive tax strategy, and positioned the business for enterprise value — resulting in a 5–10x EBITDA multiple at sale.

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Scale
& Exit

Strategic Finance

Healthcare & Franchise

NuSpine Chiropractic

Healthcare & Franchise

NuSpine Chiropractic used strategic finance to scale their franchise network, time and execute a successful exit, and redeploy the capital into their next venture — with a clear financial roadmap guiding every step.

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Get Started

Your business has the same potential.

The system will show you where.

Every result above came from the same diagnostic process — the Scale-Ready Assessment. It’s free, it’s thorough, and it shows you exactly where your margins are leaking and what to fix first.

Book Your Scale-Ready Assessment

Free diagnostic for US-based service businesses doing $1M–$20M in revenue.

Ready when you are

Get clear on the next financial move for your business.

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