Case study
Cash flow that stopped surprising a growing builder
Client
Oakmont Builders
Industry
Construction
Service
Financial planning
Duration
5 months
$800K
more cash on hand
13 weeks
forecast horizon
9 pts
margin recovered
The story
The challenge
Oakmont was winning bigger contracts, but payments arrived months after materials were bought. Twice in one year the company came close to missing payroll.
What we did
We built a rolling 13-week cash forecast, changed payment terms on new contracts and set up a weekly review of five numbers with the owner and the site leads.
Client feedback
Now we see a cash crunch two months before it happens, not two days.
Graham Ellis
Owner, Oakmont Builders
Remix project