At AvinnaCFO, we like to get to know you and your business intimately so that we can unearth hidden opportunities and risks.

We also leverage the diversity of our experience to address problems yet to be uncovered. Here’s how others created value from partnering with us.

AvinnaCFO Case Studies

A Healthcare Company: From Frustration to Focus

AvinnaCFO implemented the Entrepreneurial Operating System® (EOS®) to help small business leaders define objectives, control growth and measure progress.

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A Trucking Company: Value at Scale

A trucking company outgrew its small business practices and adopted more mature financial function that maximized shareholder value.

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A Professional Services Firm: Successful Succession

A professional services firm was preparing for a successful succession. A fair valuation and buy-out structure facilitated the succession plan followed-up by an operational analysis to improve cash flow.

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COVID-19: Coolness in Crisis

On March 27, 2020, Congress passed the Coronavirus Aid, Relief and Economic Security (CARES) Act to provide emergency financial support to individuals and small businesses.

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