Total Company Reorganization


  • The infill builder faced significant financial challenges due to high leverage and poor financial health.
  • Despite having talented founders, their expertise did not lie in finance.
  • A lack of inventory reporting and cash flow forecasting left the company operating blindly.
  • Processes and procedures were nonexistent, hindering decision-making.


  • Implemented Builder Navigator software for cash flow forecasts and inventory reporting.
  • Improved financials through a rigorous monthly close process.
  • Reduced staff turnover and stabilized morale, which included defining positions and establishing workflows across the company.
  • Secured financing at lower interest rates.
  • Established relationships with conventional banks (as opposed to hard money lenders)
  • Today this builder is well-known in the area and is extremely successful.



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