
Case Studies
At Sharp CFO™, our success is measured by the success of our clients. Many of these successes can be directly attributed to the expertise of our founder, Michael DiSabatino, whose hands-on approach has transformed numerous businesses.
While we often highlight our achievements with larger companies, we also dedicate ourselves to supporting even the smallest of businesses. This includes local businesses and service providers who aim to make their operations more profitable, meet financial growth expectations, and secure the best tax solutions and asset protection.
Here are a few examples of how our expertise has made a significant difference for businesses like yours.

Case Study: Lap of Liquidity
Challenge: An electronics manufacturer needed a $5 million bank loan to smooth cash-flow during expansion—but without organized records or clear projections, lenders stalled.
Pit-Stop: We overhauled their financials, built solid projections, and negotiated directly with the bank—securing the full $5 million infusion.
Finish: Fifteen years (and counting) of continuous part-time CFO support: expansion into two new countries, reduced costs, and sustained profitability.

Case Study: Pole-Position Growth
Challenge: A small tech startup lacked a scalable financial plan to attract investors and double headcount.
Pit-Stop: We conducted a full SWOT “track walk,” mapped growth lines, and built an investor-ready financial model.
Finish: Secured significant venture funding and doubled the workforce, positioning the company firmly at the head of its pack.

Case Study: Safety-Car Retail
Challenge: A family-owned retail business was buffeted by market swings and supply-chain disruptions.
Pit-Stop: Implemented layered asset-protection roll-cages, hedged key exposures, and optimized cash-flow fuel lines.
Finish: Achieved lasting financial stability and resilience—navigating uncertainty with confidence and zero spin-outs.

Case Study: Last-Lap Lifeline
Challenge: A 36-employee machine shop risked missing Friday payroll after falling behind on military contracts.
Pit-Stop: On a Tuesday call, we secured bridge funding, restructured payables/receivables, and realigned expense "tire wear."
Finish: Returned to profitability within months, netting $600 K in Year 1 and $1–2 M+ annually in Years 2–3.

Case Study: Checkered-Flag Exit
Challenge: A performance-auto manufacturer was hemorrhaging $50 K/month and the owner resisted change—even as profitability slipped away.
Pit-Stop: Developed a rapid-exit strategy, refocused leadership on profit lines, and accelerated timeline when the owner’s health prognosis shifted urgency.
Finish: Turned an 80% loss into $1 M profit in Year 1, +50% more Year 2, then sold the business for $10 M cash (no holdbacks) in Year 3—securing the owner’s retirement.

Case Study: Endurance Circuit
Challenge: A 100-person law firm featured in Forbes needed decade-long strategic guidance to manage partner-level decisions and complex cash flows.
Pit-Stop: We provided ongoing “telemetry lab” FP&A, tax-planning pit stops, and capital-management fueling—always just a phone call away.
Finish: Ten years of continuous, part-time CFO support that sustained growth, preserved reputation, and optimized partner earnings.

Case Study: Profit Acceleration
Challenge: A mid-sized manufacturer faced declining margins despite steady sales.
Pit-Stop: Conducted deep-dive telemetry (cost-segregation, process optimization) and overhauled their budget forecast.
Finish: Boosted profit margins by 15% in six months, turning steady sales into accelerating returns.

Case Study: Ground-Up Rally
Challenge: A power-sports superstore spent $3 M on a new facility but lacked asset protection and construction-loan readiness.
Pit-Stop: Laid an asset-protection foundation (multiple LLCs), built lender-friendly projections, and applied cost-segregation depreciation.
Finish: Improved early-year cash flow, accelerated debt pay-down, and sustained a six-year growth run before handing off to an in-house controller.

Contact Us
Sharp CFO™
A division of We Do Books, Inc.
Serving the entire United States
581 W. Wickenburg Way, Suite C
Wickenburg, AZ 85390
15333 N Pima Road, Suite 305
Scottsdale, AZ 85260
1000 Town Center Drive, Suite 300
Oxnard, CA 93006
Tele: (855) 922-9336
Sharp CFO (Located in WeDoBooks)
855-922-9336
Sharp CFO - Scottsdale AZ
855-922-9336
Sharp CFO - Oxnard, CA
855-922-9336
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Drive forward with Speed, Precision, and Financial Power!
The first step toward financial success is scheduling a consultation with our team. Bring your questions and concerns to our attention. Our engines are revved and ready to build financial solutions tailored to your specific needs.
Drive forward with Speed, Precision, and Financial Power!
The first step toward financial success is scheduling a consultation with our team. Bring your questions and concerns to our attention. Our engines are revved and ready to build financial solutions tailored to your specific needs.
(855) 922-9336 |
