Real outcomes from owner-led companies we serve, $5M to $100M+ in revenue. Names withheld at our clients’ request; every result here is one we delivered and can walk you through in detail.
None of these came from a dashboard. They came from getting the numbers right first, finding the one lever that mattered, and doing the work beside the owner until it moved.
1
Get the numbers right
Books that tie, closed on time. Nothing gets decided on a number we have not proven.
2
Find the lever
Margin by job, cost per case, cash by week: the one figure that changes the decision.
3
Do the work
Owner, Veritas and the team on one plan with owners and dates, reviewed every month until the result lands.
Featured case study · Law firm
$1,000 vs $4,543 per signed case. Same marketing budget.
An $18M personal injury firm spent $6.4M a year on marketing with no view of which vendor paid off. We put a cost per signed case next to every vendor. The next cut or raise became a number, not an argument.
Results across our clients
Manufacturer
Before: Unprofitable, cash under constant pressure, no financial structure.
What Veritas did: Rebuilt the close so the numbers could be trusted, put a 13-week cash forecast in front of the owner every week, found margin by product line, and set quarterly priorities with owners and dates.
Result: $750K of cash released from the balance sheet. Profitable, cash stable, and the business run on numbers. Owner’s estimate: business value more than doubled.
Contractor
Before: Growth needed bank financing; the books were not lender-ready.
What Veritas did: Cleaned up the financials, built the lender package the bank actually asks for, and sat in the room as the CFO answering the bank’s questions.
Result: Financing approved.
Growth company
Before: Needed outside capital; investors wanted numbers they could trust.
What Veritas did: Investor-grade financials, a model the owner could defend line by line, and monthly reporting investors could rely on.
Result: Investors secured.
Construction and restoration (two companies)
Before: Revenue known, margin by job unknown; surprises at year-end.
What Veritas did: Job costing and monthly WIP, unbilled work surfaced, estimates vs actuals by job.
Result: Owners see margin by job every month and bill what was sitting unbilled.
Contractor
Before: Margins by job unclear; no plan behind the growth.
What Veritas did: Margin by job with a 20% floor, cash forecast, then a growth plan built on the numbers.
Result: Margins known. Growth plan in place.
Healthcare company
Before: A major loss event with no clear path back.
What Veritas did: Weekly cash control after the loss, the hard restructuring decisions worked through with ownership and the board, and a monthly scorecard so nobody flew blind again.
Result: Back to monthly profit. The hardest turnaround on our books.
International launch
Before: A new business to be launched abroad, from zero.
What Veritas did: Finance function built from day one: entity, banking, reporting, cash plan.
Result: Launched and operating.
What would this look like for your company?
Start with the three-minute Quick Score, or book a complimentary Financial X-Ray Review. We look at your real profit, cash and value, and tell you what we would do first.