Case studies & client notes
Realistic examples of how the work looks. Names and identifying details are removed to protect confidentiality.
Anonymous case: Equipment expansion
Industry: light manufacturing / field services
Situation: business needed equipment to expand capacity but had inconsistent cash visibility and scattered documentation.
What we did:
- Built a 12‑month cash projection with conservative assumptions
- Created a use‑of‑funds breakdown tied to operational outputs
- Assembled a lender package with a clean document index
Outcome: owner reported fewer back‑and‑forth requests and clearer lender conversations; the package became the standard asset for future funding needs.
Anonymous case: Working capital line
Industry: wholesale / distribution
Situation: seasonal buying cycles created cash crunches. Prior applications stalled due to unclear seasonality and concentration.
What we did:
- Wrote a seasonality narrative with historical context
- Documented customer concentration and mitigation actions
- Prepared Q&A notes for common underwriting questions
Outcome: the owner felt more prepared for follow‑up calls and could answer lender questions faster with organized supporting files.
Anonymous case: Multi‑entity cleanup
Industry: professional services
Situation: two entities, mixed expenses, and inconsistent reporting created confusion for funding conversations.
What we did:
- Created a simple reporting map (what belongs where)
- Built a lightweight monthly close checklist
- Produced a lender‑friendly narrative to explain structure
Outcome: documentation became consistent month‑to‑month, reducing confusion and making it easier to share clean numbers when requested.
Anonymous case: Grant fit check & application
Industry: community‑impact business
Situation: founder was spending weeks chasing grants with unclear eligibility and scattered project definitions.
What we did:
- Screened programs and narrowed focus to best‑fit criteria
- Defined measurable outcomes and milestones
- Built a coherent budget narrative tied to deliverables
Outcome: the application was completed with a clearer story and a reusable project template for future opportunities.
Anonymous testimonials
Short notes from clients after delivery.
Anonymous client — construction services
“The biggest win was having everything in one place with a story that made sense. The lender questions felt less stressful because we could point to the exact document.”
Anonymous client — retail
“Benji’s process is calm and clear. No hype. We finally understood what numbers mattered and what we should stop overthinking.”
Anonymous client — professional services
“We didn’t need a giant business plan. We needed a clean package and a monthly rhythm. This gave us both.”
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