ENGAGEMENT 07 · SPECIALTY PRODUCTS DISTRIBUTOR
~$2.6M REVENUE · 2+ EMPLOYEES · SPECIALTY PRODUCTS DISTRIBUTOR + OWNER-OPERATED · CLIENT SINCE 2023
A two-person distributor with books nobody trusted, a stale price list, and cash locked up for months — cleaned up, repriced, and freed. The tally at the top of your screen starts at zero. Every entry below posts to it as you read.
THE WORK, IN ORDER
Cleaned up a mess left by a departed bookkeeper and rebuilt a chart of accounts the owner actually understood.
A structured price increase closed the gap between rising costs and stagnant prices, once the impact on profit was made visible.
Found a supplier that cut lead time from over half a year to 15 days, tripling the cash balance almost immediately.
A tax set-aside plan with monthly targets means the stress of the tax burden no longer eats the owner's ability to pay himself.
Some of it recurs every year. Some of it landed once and changed what the bank and the balance sheet look like. All of it came from the same place: a connected system, and someone senior running it.