Case Studies

Case Study: Key Inspection Services
Case Studies |3 min read

Case Study: Key Inspection Services

When Brandon Brockway‑Ring bought the inspection company where he was employed as the lead inspector in 2022, he had zero experience running a business. Understanding the need for professional guidance, he engaged Proactive Advisory Group for business advisory...

Case Study: smrtPhone
Case Studies |5 min read

Case Study: smrtPhone

The Rise of a New Era in Communications Technology smrtStudio Global, Inc. has become a major player in the telecommunications industry since its inception in 2017. Known for its cloud-based, all-inclusive phone system, smrtPhone stands out for its deep integration...

Case Study: the design COLLECTIVE
Case Studies |5 min read

Case Study: the design COLLECTIVE

Navigating a business through a global pandemic is a challenge that no entrepreneur could be prepared for. For the design COLLECTIVE’s Founder, James Blissett, the COVID-19 crisis threatened to derail the company’s hard-earned success and growth. However,...

Case Study: KAV Pediatric Dental
Case Studies |4 min read

Case Study: KAV Pediatric Dental

When Dr. Karen Verga engaged our firm to help with her dental practice, KAV Pediatric Dental, she immediately shared with Ernie Villany (Chief Advisory Officer) and Lara Gonzalez (Senior Accountant in Charge) her need to expand her financial education and improve...

Case Study: Outdoor Prolink
Case Studies |4 min read

Case Study: Outdoor Prolink

When Outdoor Prolink owner Gareth Richards first contacted Chief Advisory Officer Ernie Villany, following the recommendation of a friend and fellow entrepreneur, he was facing several major business concerns. To start, he was unfortunately stuck in a poorly...

Outdoor Prolink: An FP&A Success Story
Case Studies |2 min read

Outdoor Prolink: An FP&A Success Story

Nothing makes our advisory team happier than guiding a client to meet and exceed their business goals. As we like to say around here, “Your success is our success.” Along with securing our client’s financial future, these success stories also serve as a lamppost for...