With our comprehensive financial service offerings, we help our clients manage their growth, mitigate risks, and enable future success. We are committed to following ethical financial management best practices, freeing you to focus on your organization’s vision.
A $9,000,000 services company with multiple subsidiaries was searching for a cost-effective and scalable management solution to support their growth strategy and eventual purchase.
WHAT WE ACCOMPLISHED:
The company decreased costs by 35%, increased revenues by 30% and EBIDTA by 47% before acquisition.
A young, venture-funded start-up client wanted to ensure a successful merger with a public company.
WHAT WE ACCOMPLISHED:
The start-up successfully merged with the public company; Balance was subsequently retained by the public entity to provide ongoing management support.
Non-profit with $4,000,000 in revenues was burning through its endowment by more than $650,000 per year.
WHAT WE ACCOMPLISHED:
The organization reduced financial back-office costs by more than 50% and has tripled in size. They currently have a healthy balance sheet, strong strategic plan and sustainable growth.
Non-profit with revenues of $550,000 and seven employees needed a backbone organization to manage all finance and operations.
WHAT WE ACCOMPLISHED:
The organization lowered its back-office support costs by 4%, from 9% to 5% of annual revenues.
Balance is a business management partner who works with leaders to build solid financial structures for their companies
To learn more about our customized approach to financial management and how we can help you meet your goals, connect with us.