Case Study 1 — SBA Loan Approval for Growth-Stage Services Firm

Headline

SBA Loan Approved in 42 Days After Financial Remediation

Summary

A $2M‑revenue professional services firm secured its SBA loan after repeated rejections by cleaning up its books, converting to accrual accounting, and packaging lender‑grade financials.

Problem

• Cash‑basis bookkeeping with unreconciled bank accounts

• Missing debt schedule and incomplete GL mappings

• No formal revenue recognition policy; lenders unclear on use‑of‑proceeds

Our approach

1. Conducted a 7‑day Funding Readiness Audit and scored key deficiencies.

2. Converted accounting to accrual basis, reconciled 12 months of bank statements, and corrected the general ledger.

3. Prepared investor‑grade deliverables: income statement, balance sheet, cash‑flow, debt schedule, and a 12‑month cash‑flow forecast.

4. Assembled the SBA loan package and coached the founder through lender Q&A.

Outcomes

• SBA loan approved in 42 days.

• Application preparation time cut from 90+ days to 42 days.

• Lender follow‑up requests reduced by 75% compared with prior submissions.

Testimonial

“Advantor turned our messy books into a lender‑grade package — approval came faster than expected.” — CFO, Professional Services Firm

Case Study 2 — Federal Grant Compliance Remediation for Nonprofit

Headline

Closed Audit Finding and Secured $500k Grant Renewal

Summary

A mid‑sized nonprofit facing a federal audit risked losing a $500k renewal; Advantor remediated documentation and controls to close the finding and secure the award.

Problem

• Unsupported indirect cost allocations and inconsistent expense coding

• Missing procurement documentation and weak retention practices

• Grant ledgers not reconciled to the GL

Our approach

1. Ran a 30‑day Compliance Sprint with targeted on‑site/remote work.

2. Reconciled grant ledgers to the general ledger and standardized the chart of accounts.

3. Drafted an indirect cost rate memo, procurement templates, and retention procedures.

4. Trained the finance team on monthly grant reconciliation and audit response.

Outcomes

• Audit finding closed; $500k grant renewal approved.

• Monthly reconciliation variance dropped from 8% to under 1.5%.

• Procurement process time reduced by 40% through templates and standardized workflows.

Testimonial

“Advantor saved our renewal and left us with systems that protect future funding.” — Executive Director, Nonprofit

Case Study 3 — M&A Preparation and Clean Room for Tech Startup Acquisition

Headline

Delivered Acquisition Data Room in 5 Weeks with a 12% Price Uplift

Summary

A SaaS startup prepping for acquisition needed normalized KPIs and a secure data room; Advantor delivered cleaned financials and diligence materials that accelerated closing and increased buyer offer.

Problem

• Inconsistent revenue recognition across product lines and missing AR aging schedules

• Incomplete contract schedules and cap table discrepancies

• Buyers requested normalized EBITDA and supporting schedules

Our approach

1. Executed a focused 6‑week remediation to standardize revenue recognition and normalize KPIs.

2. Cleaned AR/collections and reconciled the cap table, tax, and payroll documents.

3. Built a secure, indexed data room with redacted contracts, schedules, and a buyer‑ready executive summary.

Outcomes

• Complete data room delivered in 5 weeks.

• Purchase price uplift of 12% from initial LOI after presenting normalized metrics.

• Due diligence period shortened by 30%; closing timeline accelerated.

Testimonial

“Their playbook made diligence painless and increased buyer confidence — we closed ahead of schedule.” — CEO, SaaS Startup

Case Studies

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