Stories

Client Outcomes

Real results achieved through operational overhauls, database cleanups, and wealth allocation strategies.

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SaaS Platform Scaling

Helped an early-stage developer SaaS structure annual pricing plans and PLG loops, boosting ARR from $1.2M to $3.0M while decreasing user churn.

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Operations Automation

Audited and refactored a retail distributor's spreadsheet process. Built cloud pipelines that automated manual tracking, yielding immediate savings.

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Founder Capital Preservation

Designed a pre-liquidation tax trust structure for a SaaS founder ahead of their acquisition, shielding a substantial portion of liquid assets.

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