The system works.
Here’s what it looks like.
Every result below came from the same financial operating system — the 60-15-15 standard applied to real service businesses with real problems.
Don’t just take our word for it.
& Exit
“Strategic finance helped us scale, exit, and reinvest with confidence.”
“Bennett Financials gave us the financial clarity we needed to grow.”
“A complete tax transformation that changed how we run our business.”
“A team we can rely on, with rapid-fire responses and consistent support.”
“He brings creative ideas and valuable insights that have transformed our business.”
One system. Different businesses.
Same results.
Every number below is real. Every business below ran through the same 60-15-15 diagnostic.
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.
Read full case studyVirtualCounsel 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.
Read full case studyOptmyzr 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.
Read full case studyEden 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.
Read full case studyChimney 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.
Read full case study& Exit
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.
Read full case studyYour 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 AssessmentFree diagnostic for US-based service businesses doing $1M–$20M in revenue.