Challenge:

Fairview doubled revenue in two years but outgrew their financial systems. They had no rolling forecast or budget process and couldn’t project the impact of new subdivisions on cash flow.

Solution:

We developed a full financial model tied to project phasing and draws, implemented quarterly forecasting, and advised leadership on capital allocation and lender communications.

Results:

• Improved forecasting accuracy and investor confidence

• Secured $1.2M in new construction financing

• 14% improvement in working capital efficiency

• Financial reviews integrated into monthly leadership meetings