Real Work From Real Engagements.
These are engagements our team has run for clients in logistics, adult beverage, and consumer brands. We keep client names out of the case studies, but the numbers are theirs, and where a figure is a projection or an opportunity we identified rather than a result already banked, it's labeled that way. The testimonials further down come from the people we did the work with.
Client Work
What The Work Looks Like In Practice
The Challenge
A transportation and logistics company had strong accounting — accurate, reliable reporting, well run by its internal team. What it didn't have was finance. There was no three-statement modeling, no forward-looking cash flow or balance sheet projection, and no way to see twelve months ahead with any confidence. The annual budget was set as a flat percentage increase rather than built from the ground up. Planning happened reactively, and strategic decisions were made without the financial infrastructure to model their consequences before committing to them.
The Solution
VantagePoint built a full three-statement financial model from the ground up — replacing the flat-percentage budget with a true annual operating plan built at the general ledger level, accounting for timing, vendors, personnel, and taxes. A gross profit forecast was developed using AI-driven regression analysis that accounts for seasonal patterns, service-line mix, and volume trends. A multi-input compensation forecasting tool was built to project the company's largest expense by employee and by month — with enough granularity to support real workforce planning decisions. Balance sheet and cash flow models were built alongside the P&L, giving the ownership group a complete forward view across all three statements for the first time.
~95%
GP forecast accuracy against actuals, excluding new revenue lines
~90%
Accuracy on balance sheet and cash flow models when tested against actuals
12 Months
Forward financial visibility established where none previously existed
The Challenge
A transportation and logistics company had no pricing floors guiding its branch-level quoting, no systematic framework for evaluating service-line profitability, and no visibility into margin leakage until well after it occurred. Pricing was set branch by branch without standardized guardrails, and the true margin contribution of individual service lines wasn't analyzed to drive action. Revenue was fluctuating, but the business had no reliable way to know which parts of that revenue were actually worth keeping.
The Solution
VantagePoint built a service-line margin analysis framework that revealed profitability the business had never seen at that level of granularity. Pricing floors were established across service lines, an RGM calculator was built to support quoting decisions at the branch level, and a redesigned fee schedule was implemented to close the gap between what was being charged and what the business needed to earn. The analysis also surfaced a new revenue opportunity that had been available but never structured or priced.
$71K
Margin leakage identified in Q1 alone through service-line margin analysis
$210K+
Annual gross profit opportunity identified
1st Time
Pricing floors and an RGM calculator implemented consistently across all branches
The Challenge
A super-premium spirits brand operating across multiple markets had a pricing structure that had no longer worked, an OpEx profile that needed optimization, and no clear financial picture of where to grow next.
The Solution
VantagePoint rebuilt pricing across existing markets, established pricing frameworks for six additional markets, identified and eliminated over $200,000 in low ROI operating expenses, and supported an assessment of international expansion opportunities including export markets in Asia and the Caribbean.
+$200K
OpEx Savings Identified
12
Markets Priced
2
International Markets
The Challenge
A founder launching a premium spirits brand had no financial infrastructure, no market entry plan, and no pricing framework in place. The business was ready to launch but lacked the financial clarity to do it with confidence.
The Solution
VantagePoint built a full budget and forecast, established pricing for the launch markets, and worked through the financial and operational requirements for entering California and Alabama — two markets with meaningfully different distribution dynamics. The result was clear unit economics, realistic depletion targets, and a financial foundation built to support the next stage of growth.
2
Markets Launched
$3M
5YR Operating Budget
92%
Projected 5YR Revenue CAGR
We're grateful for the fresh eyes and new insights the team at VantagePoint has brought to the table when meeting with everyone in my company.
Shannon Alexander
President, C J International
Entering a new industry without prior experience, I needed more than just financial oversight - I needed strategic clarity. Thomas and his team have brought exactly that.
Karen Schmidt
Founder, Six13
This industry is uniquely complex - between cash flow timing, inventory financing, distributor terms, and margin management - and having the right financial partner early on can make a meaningful difference in both speed and sustainability.
Danielle Leavell
Founder | CEO | Master Distiller, Astraea Gin
VantagePoint is the best finance partner we’ve had in 10 years.
Sales Executive, Global Consumer Packaged Goods Company
The VantagePoint team simplified finance making their work digestible for non-finance people. They’re a great teacher and partner for our business!
Supply Chain Executive, Global Consumer Packaged Goods Company
The financial model our banker received for our SBA loan was the most sophisticated model they’ve seen.
Co-Owner, Retail & e-Comm Brand
VantagePoint kept us engaged for nearly two hours walking us through insights and action plans. It was a game changer for our business.
Co-Owner, Fine Dining Restaurant
Clients We've Worked With
Industries We Provide For
Deep expertise where it matters
We don't spread thin. We go deep in many verticals where our operational experience creates the most value.