Results & Case Studies

Representative engagements, told as the work actually happened.

The engagements below are representative composites drawn from The C2 Group's history. Client identities and exact figures are withheld under confidentiality, but the situations, the findings, and the outcomes are the shape of the work we do.

TurnaroundDiagnostic in 2 weeks; full restructure over 4 months.

A Westchester distributor doing roughly $12M in revenue

Situation: Cash had tightened after a rapid expansion. The company's bank line was near its covenant and the owner could not explain why margins had collapsed.
What we found: The chart of accounts had not been rebuilt in years. Product-line margins were blurred by misclassified freight and a legacy cost center. Inventory was overstated by $400K.
What we did: We rebuilt the close, restated inventory, produced a 13-week cash flow model, and renegotiated the covenant with the bank before the next test date.
Result: Covenant held. Margins were visible by product line within 60 days. The line was renewed on improved terms within the year.

Valuation6 weeks to report; closed within 90 days.

A professional services firm in Fairfield County, Connecticut

Situation: Two founding partners were negotiating a buyout and could not agree on the value of the firm.
What we found: Prior valuations had used a rule of thumb with no normalization. Owner compensation was well below market, inflating apparent profit.
What we did: We performed a full income-approach valuation with normalized earnings, documented add-backs, and produced a defensible report both sides accepted.
Result: The buyout closed at an agreed value within 90 days. Both partners used the same report, avoiding a contested dispute.

Systems12-week implementation.

A New York City construction and trades business, $6M revenue

Situation: Month-end took three weeks. The owner ran job profitability off a spreadsheet that never reconciled to the books.
What we found: The accounting system could not handle job costing properly. The chart of accounts did not separate direct and indirect costs.
What we did: We selected and implemented a job-cost-capable platform, rebuilt the chart of accounts, and designed a close that produced job margin within five business days.
Result: Close time dropped from three weeks to five days. The owner saw real-time job margin for the first time and raised prices on two underperforming lines.

Financing5 weeks to package; approved within 90 days.

A family-owned manufacturer in Westchester, $8M revenue

Situation: The company needed an SBA loan for equipment but had no financial model and prior projections had been rejected by a lender.
What we found: The prior projections had no documented assumptions and did not tie to historicals. The balance sheet had an unexplained gap.
What we did: We rebuilt the balance sheet, produced an integrated three-statement model with documented assumptions, and packaged the SBA request.
Result: The SBA loan was approved. The owner used the same model for ongoing forecasting after closing.

In Their Words

What owners say after the numbers work again.

"The C2 Group gave us a plan when we were losing money and the bank was at the door. They stabilized the cash, sat with the bank, and we are profitable again."

Owner, Westchester distributor

Representative engagement

"We needed a valuation for a partner buyout and both sides trusted the report. That alone saved us from a fight that would have cost more than the work."

Managing Partner, Professional services firm

Representative engagement

"Our month-end used to take three weeks. The C2 Group rebuilt our systems and now we see job margin in five days. We should have done this years ago."

Owner, New York City construction business

Representative engagement

"Daniel is the senior voice in the room on the big decisions. We get CFO-level judgment without the full-time cost."

Founder, Westchester manufacturer

Representative engagement

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