CASE STUDIES

 

CASE STUDY 1

From 30+ Blind Spots to One Source of Truth

 

A healthcare group had grown past 30 operating businesses - and lost sight of every one of them. Each entity kept its own books, its own chart of accounts, its own version of reality. Consolidated reporting didn't exist. Simple questions - which locations are profitable, where is cash going, what can we afford to buy next - had no answers.

 

The cost was paralysis. The owner stopped acquiring entirely. Lenders wouldn't finance growth they couldn't see, and he wouldn't bet on numbers he didn't trust.

 

River Edge Advisors consolidated all 30+ entities onto one financial foundation: standardized charts of accounts, clean intercompany visibility, and an interactive reporting platform tracking the KPIs that run a healthcare portfolio - entity-level P&L and margins, consolidated cash position, revenue by location, overhead ratios, and acquisition readiness metrics - all live, all drillable from portfolio down to a single entity.

 

The result: the freeze is over. With lender-ready financials and real-time visibility, he's expanding rapidly again - evaluating acquisitions with the same platform that runs his existing portfolio.

 

CASE STUDY 2

Rebuilt After Betrayal: A Family Office Recovers Its Financial Truth

 

A family office discovered its CFO had been stealing. He was gone - and so was any reliable picture of the family's wealth. Investments were scattered across managers, entities, and portfolio companies. Nobody could say exactly what was held where, what was performing, or what was missing.

 

River Edge Advisors rebuilt the family's entire financial infrastructure. Every investment - including direct portfolio companies - was integrated into one reporting structure: consolidated holdings, exposure by asset class, capital calls and distributions, cash flows, and performance across every manager and entity. In the process we identified the full scope of the fraud and the amounts involved, and produced the documentation supporting the family's recovery effort.

 

Today the family runs on complete visibility: every asset accounted for, every position tracked, every report trusted - with controls designed so it can't happen again. Instead of relitigating the past, they're focused on expansion.

 

CASE STUDY 3

Exit-Ready: Turning Opaque Operations into a Live Data Room Buyers Trust

 

A restaurant franchise owner was ready to sell. His numbers weren't. Sales lived in the POS, books in QuickBooks, the real story in spreadsheets nobody else could read. Every diligence question took weeks. Deals die in that gap.

 

River Edge Advisors built a live financial platform on direct API integrations, streaming data continuously from his point-of-sale systems and QuickBooks into one interactive environment: same-store sales trends, food and labor cost percentages, prime cost, unit-level margins and EBITDA, cash position - current, verifiable, and drillable by store, by daypart, by week. Bankers and buyers pull what they need themselves, in real time.

 

The result: diligence that stalls most deals now accelerates his. He's in active conversations with multiple potential buyers, negotiating from a parency most sellers can't match.