Results That Matter
Business owners work with us for outcomes, not theory. Our case studies highlight how structured financial leadership creates rapid and lasting improvement.
Featured Case Study
The Right Foundations
How we helped a high‑end metal fabricator turn a six‑figure loss into a six‑figure profit in just one quarter by fixing pricing, visibility, and decision‑making.
Challenge
Profit Guard engaged with two ambitious owners of a high-end metal fabrication company who 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 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, the business was caught in a frustrating cycle: high demand but limited ability to scale profitably.
Profit Guard’s Strategy
Profit Guard approached this project by identifying high-impact areas first, then drilling deeper into financial and operational efficiencies. Key steps included:
Clarify Targets: Define shortcomings and future goals with leadership.
Bridge the Gaps: Examine cost estimates vs. actual expenses.
Rebuild Estimating: Align pricing models with desired profit margins.
Reinforce Value: Reassure leadership that higher prices wouldn’t drive clients away.
Set Priorities: Streamline cost accounting, purchasing, and sales to regain control.
Execution
Conducted an in-depth review of the company’s estimating process, identifying where pricing failed to reflect true production costs.
Introduced a refined pricing model aligned with profitability targets and client value perception.
Reorganized financial records to ensure greater visibility into cost accounting, purchasing, and sales performance.
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, demonstrating where price adjustments could be made without sacrificing client retention.
Established new internal procedures to sustain financial clarity, reduce inefficiencies, and maintain profitability long-term.
Results
Within three months, the company transitioned from operating at a substantial loss to generating a six-figure profit.
Improved estimating and pricing procedures brought cash flow into the black and gross margins up significantly.
Enhanced visibility into financial data allowed leadership to make faster, more confident decisions.
The company successfully secured a bank loan, providing the working capital needed to expand operations.
By strengthening financial foundations, the business gained long-term stability and a clear framework for continued growth.
Profitability isn’t just about selling more — it’s about fixing the structure beneath the numbers.
Jeffrey Denissen, CFO
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