Case Study

Startup to $25M Exit in 4 Years

Building the financial operating system behind rapid growth and a successful exit.

INDUSTRY

-Medical Device

BUSINESS STAGE

-Startup to Growth

ENGAGEMENT

-4 Years

OUTCOME

Successful Acquisition

The Situation

An early-stage medical device company had developed an innovative portfolio of custom 3D-printed implants with significant market potential. As demand increased, leadership faced the challenge of scaling operations while maintaining financial discipline in a highly regulated industry.

Like many growing businesses, the company had strong technical expertise but lacked the financial operating system needed to support rapid growth. Decision-making relied heavily on historical reporting rather than forward-looking visibility, making it difficult to confidently plan hiring, inventory, cash requirements, and operational investments.

Leadership needed more than financial statements.

They needed a roadmap.

The Challenge

The company faced several critical challenges:

  • Limited visibility into future cash requirements

  • No structured forecasting process

  • Financial reporting focused on historical performance rather than future decisions

  • Rapid operational growth requiring stronger financial leadership

  • Increasing complexity as the company scaled manufacturing and commercialization

Without better visibility, growth itself was becoming a risk.

The CFO Lever

The financial operating system implemented for this business was built around the Five Pillars of the CFO Lever. Together, these pillars created the visibility, alignment, and confidence needed to support rapid growth and better business decisions.

FORECAST

See What's Ahead

Implemented a 13-month financial forecast and 13-week cash flow model to provide forward-looking visibility into growth, hiring, inventory, and capital needs.

CASH FLOW

Protect What Matters Most

Strengthened cash planning by improving liquidity forecasting and ensuring leadership had the visibility needed to fund growth with confidence.

KPI VISIBILITY

Know What's Driving Results

Developed executive dashboards that tracked the key performance indicators most critical to operational and financial performance.

OPERATIONAL ALIGNMENT

Connect the Business

Aligned financial reporting with operational decision-making so leadership could evaluate performance, prioritize resources, and execute with confidence.

The objective wasn't simply to produce financial reports.

It was to build a financial operating system that gave leadership the visibility to make better decisions every day.

STRATEGIC PLANNING

Make Confident Decisions

Provided ongoing financial modeling and executive guidance that supported long-term planning, strategic investments, and sustainable growth.

The Roadmap Advantage

As financial visibility improved, leadership gained confidence in both day-to-day operations and long-term planning.

  • Scaled operations with greater financial discipline

  • Improved visibility into future cash requirements

  • Strengthened executive decision-making

  • Aligned financial planning with operational growth

  • Supported strategic initiatives with reliable forecasting

The CFO Lever became the financial operating system that guided the company's continued expansion.

The Results