Case Studies
CLIENT RESULTS
From Guesswork to Growth.
Here's what that looks like for the businesses we work with.
The engagements below represent a sample of our work across industries and engagement types. They are intended to illustrate the range of what MyExec delivers — not to define the limits of who we serve.
EXECUTIVE COACHING | $40M+ ANNUAL RECURRING REVENUE | 3-YEAR ENGAGEMENT
From Stagnation to Scalable Profitability
A $40M+ executive coaching firm had built something real: a loyal client base, a strong recurring revenue model, and a leadership team with genuine ambition. But growth had stalled. Margins were compressing quietly, expenses were climbing without a clear picture of why, and every strategic meeting devolved into discussions about the accuracy of the numbers instead of acting on them.
MyExec built the Foundational Operating Model, established a monthly FP&A cadence, and conducted root cause analysis that surfaced the real drivers of margin compression — from inefficient customer acquisition spend to churn patterns that had gone undetected. Three years later the engagement is still active.
Key Outcome: EBITDA improved 25% year over year across 2024 and 2025 — driven by tighter cost discipline, smarter capital allocation, and a leadership team finally operating from a single financial model.
REAL ESTATE DEVELOPMENT & LEASING | MIXED REVENUE MODEL | 3-YEAR ENGAGEMENT
From Overbudget Projects to a Scalable Capital Model
A real estate development and leasing firm was caught in a costly cycle. Project costs were consistently underestimated, forcing lease rates above what the market would bear and limiting occupancy before buildings were even complete. Without a reliable financial model on either the development or the recurring rental side of the business, capital decisions were being made without a complete picture.
What started as a one-time capital investment model rebuild grew into a three-year FP&A partnership as the demonstrated value made the case for an ongoing relationship better than any proposal could have.
Key Outcome: Project timelines compressed from 3.5 years to 2 years. Occupancy on new developments climbed from 80% to 92%. Approximately $1M in new financing raised on the strength of a cleaner, more credible financial model.
SPECIALTY MANUFACTURING | $100M ANNUAL REVENUE | STRATEGIC PROJECT
From Strategic Uncertainty to a Commercially Viable Product Launch
A $100M specialty manufacturer knew a sustainability-driven product line was the right strategic direction. What they didn't know was whether it was financially viable or whether it would simply cannibalize existing revenue without adding anything new. Leadership had the vision. They needed the math.
MyExec built the pricing model, the gross margin analysis, the scenario planning framework, and a sustainability ROI model that reframed the customer conversation entirely, positioning the new product not as a premium add-on, but as a smarter allocation of dollars customers were already spending.
Key Outcome: A skeptical executive team aligned behind the launch. The product is now in market with early clients already committing to make the transition and projected to represent 35% of the existing portfolio's sales within five years
Ready to See What Strong FP&A Can Do for Your Business?
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