Client Results
The Work Speaks for Itself.
Every engagement we take on is built around one standard: measurable, lasting results. These are representative examples of the outcomes we have engineered for mid-market enterprises across industries.
Compressed a 47-Day Cash Conversion Cycle to 11 Days
The Challenge
A mid-size healthcare services firm was hemorrhaging cash flow due to a fragmented, manually-operated billing and collections pipeline. Invoices were falling through the cracks, follow-up was inconsistent, and the 47-day average cash conversion cycle was strangling daily operations and limiting the firm's ability to reinvest in growth.
The Solution
Shellback deployed an end-to-end Revenue Cycle Management overhaul — replacing the manual billing workflow with an automated digital pipeline from initial client engagement through final cash reconciliation. We integrated their practice management software with automated invoicing triggers, AI-driven follow-up sequencers, and real-time collections dashboards.
The Outcome
The firm used the recovered liquidity to open two additional service locations within 14 months — growth that was previously impossible under the old cash flow constraints.
Eliminated 1,200 Hours of Manual Admin Work Per Quarter
The Challenge
A regional logistics and distribution company was spending over 1,200 hours per quarter on manual data entry, compliance reporting, and cross-platform reconciliation. The administrative burden was consuming the equivalent of 7 full-time employees and introducing costly errors that triggered client disputes and regulatory penalties.
The Solution
We engineered a suite of custom low-code automation engines using Make.com and n8n — connecting their TMS, ERP, and compliance platforms into a single automated data pipeline. Shipment data, invoicing, regulatory filings, and client reporting were all automated end-to-end, with exception-only human review built into the workflow.
The Outcome
The operations team was redeployed from administrative fire-fighting to strategic account management — directly contributing to a 22% increase in client retention within the first year.
Secured a $14M Private Equity Injection After 18 Months of Structural Preparation
The Challenge
The founder of a specialty manufacturing firm had received informal interest from two private equity groups but failed due diligence twice in three years. The business was profitable and growing — but the backend was a mess. Fragmented financials, inconsistent governance documentation, and manual operational workflows made the company appear far riskier than it actually was.
The Solution
Shellback conducted a full corporate architecture audit and deployed a systematic 18-month restructuring program. We rebuilt the financial reporting infrastructure from the ground up, automated the operational workflows that PE auditors flagged as high-risk, aligned governance policies with institutional standards, and prepared the management team for the rigors of institutional due diligence.
The Outcome
The founder retained majority equity and used the PE capital to acquire two competitors — tripling the firm's geographic footprint within 24 months of close.
Founder Stepped Down from Daily Operations While Retaining Full Equity Ownership
The Challenge
The founder of a professional services firm had built a $9M business over 22 years — but was trapped in it. Every critical decision ran through him. Key client relationships were personally dependent on his involvement. He wanted to step back, but a traditional sale would have meant liquidating the legacy he had spent two decades building at a fraction of its potential value.
The Solution
Shellback architected a full Structural Paradigm Shift — transitioning the founder from active operational manager to Executive Chairman. We built the management infrastructure, automated the client delivery workflows, restructured the compensation and incentive systems to retain key talent, and created the governance framework that allowed the business to operate independently at full capacity.
The Outcome
The founder now serves as Executive Chairman — attending one quarterly board meeting, drawing a $2.4M annual distribution, and watching the business he built continue to grow without him in the room.
All case studies represent composite or anonymized client engagements. Specific identifying details have been modified to protect client confidentiality in accordance with our corporate non-disclosure frameworks. Results are representative of actual outcomes achieved and are not guaranteed for future engagements.
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