The Work Speaks for Itself.
Our leadership team includes the know-how and experience of leading these transformations as former executives of the companies.
(Disclaimer: success stories below are direct experiences of our leadership team as former executives of the companies - not as T718 consultants).
Luxury Beauty CPG, Premium HaircareORIBE HAIR CARE
The Financial Management That Allowed for Oribe's $400M Exit.
THE SITUATION:
As a highly creative, fast-scaling marquee brand within the Luxury Brand Partners portfolio, Oribe required rigorous institutional financial discipline to unlock its true enterprise value. The organization was rapidly expanding its distribution footprint and navigating multi-brand scaling complexities. To position the company for a premier strategic exit, the business needed structured brand P&L ownership, deep channel economics modeling, and total institutional readiness to maximize market valuation.
THE SOLUTION:
Architect P&L trajectory and ownership of the P&L to drive product and EBITDA margin accretion.
Top-line growth through 3-pillar approach.
Implement a shared-service infrastructure that allowed full overhead operations at a fraction of the cost.
Working capital management including optimized inventory levels to support rapid lifecycle scaling.
Maintenance of financial records and analyses to streamline diligence data room.
THE OUTCOME:
Strategic sale and exit at industry best multiples.
A landmark transaction doesn't get built in the data room.
It gets built in the years of financial discipline that precede it.
Fitness, Franchising, and Health & Wellness Unit OperationsORANGETHEORY FITNESS
The Infrastructure Behind an Orangetheory Fitness Franchisee’s 5x Revenue Growth.
THE SITUATION:
PE-backed platform operated 15 regional studios with massive scaling ambitions. However, expanding a multi-unit operation aggressively without financial models, centralized P&L visibility, and flexible capitalization structures poses roadblocks for expansion.
THE SOLUTION:
Transitioned from outsourced bookkeepers and designed and recruited an in-house finance team that oversaw Accounting, AP, Billing & Collection, Cash management, FP&A, Payroll, and audit and tax filings.
Implemented 7-day accounting close, 13-week cash forecasts and monthly P&L forecasts to provide the financial landscape for growth initiatives.
Closed credit facilities totaling$25M to fund aggressive de novo buildouts.
Implemented data analytics for consumer membership Lifetime Value (LTV), Customer Acquisition Cost (CAC), and churn mitigation.
Oversaw strategic inorganic growth and financial diligence for M&A (multiple acquisitions).
THE OUTCOME:
Achieved 5x revenue and location growth in under 3 years scaled the corporate footprint from 15 to 70+ operational fitness studios through M&A and de novo buildouts
Rapid growth without the right financial structure and tolerance for risk is reckless. Getting the foundation right is what turns a growth story into a lasting one.
Longevity and Wellness, Med-Spa, Multi-State franchisee with CPOM / MSO structure.RELIVE HEALTH
The CPOM Structure to Allow PE to Invest in Wellness & Longevity Clinics.
THE SITUATION:
Scaling a multi-state franchisee platform of med-spa, wellness and longevity clinics that required compliance with corporate practice of medicine (CPOM) rules and regulations. Improper legal structure and related operations exposes companies to profound legal and financial risks.
THE SOLUTION:
Structured complex Corporate Practice of Medicine (CPOM) and Management Services Organization (MSO) regulatory frameworks.
Set up management services agreement (MSA) between the MSO and the doctor-owned medical clinics.
Set up reporting entities in the Company’s ERP to separate financials and maintain arms-length relationships.
THE OUTCOME:
Deployed fully compliant CPOM/MSO setup to allow for a PE-backed platform to operate in the med-spa, wellness and longevity space.
Territorial expansion without strict regulatory-financial frameworks is a direct exposure to systemic friction. Compliant scaling turns expansion into enduring equity.
Premium Haircare and Luxury Beauty Platform ModelingR+Co
The Financial Roadmap for a $1B Enterprise Value.
THE SITUATION:
The executive team was successful at developing and exiting out of brands several times before but never created a $1B company. Accelerating past middle-market growth within the premium CPG space requires a deliberate transition from single-brand tactics to a highly strategic multi-capsule brand model. Enter in disciplined platform-wide modeling, capital efficiencies, synergized operating costs, and contingent pivot plans.
THE SOLUTION:
Developed a multi-year and multi-capsule-brand data-driven financial projection with milestones to release additional capital.
Built comprehensive capsule brand contribution margin P&Ls to identify areas of cost efficiencies or burden across all operating divisions.
Deployed capital allocation models designed to preserve equity while funding massive infrastructure expansions.
THE OUTCOME:
Designed and delivered the complete financial roadmap architecture to unlock a $1B enterprise valuation.
Real enterprise value is not manufactured on a short-term narrative. It requires a financial runway built to withstand massive scale.
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