Profit Guard Case Study: The Right Foundations

Profit Guard engaged with two ambitious owners of a high-end metal fabrication company that had built a strong reputation in their community and maintained a steady stream of client orders. Despite their success in securing work, profitability had become a serious concern. The business had recorded losses in the hundreds of thousands of dollars, with projections pointing to an even greater deficit that year. When the company sought business advisory services to develop a robust financial strategy and applied for a loan to expand capacity and reduce per-unit manufacturing costs, the bank declined the application, citing financial performance as the key obstacle. Without that injection of capital and the guidance of CFO services, the business was caught in a frustrating cycle: high demand but limited ability to scale profitably.

Conducted an in-depth review of the company’s estimating process as part of our business advisory services, identifying where pricing failed to reflect true production costs. 

Introduced a refined pricing model aligned with profitability targets and client value perception, enhancing the overall financial strategy. 

Reorganized financial records to ensure greater visibility into cost accounting, purchasing, and sales performance, which is essential for effective CFO services. 

Created a monthly dashboard to track progress toward profitability goals and highlight priority actions for each 30-day period. 

Guided leadership through data-driven decisions as part of our financial strategy, demonstrating where price adjustments could be made without sacrificing client retention. 

Established new internal procedures to sustain financial clarity, reduce inefficiencies, and maintain long-term profitability through our business advisory services.