Case Studies
Explore how YLU CPA helps businesses prepare for financing and acquisitions, support expansion, and strengthen financial reporting through fractional CFO leadership, capital advisory, and transaction support.
Waste Management Company – Non-Dilutive Growth Capital Strategy
With more than 25 years of industry experience, our client grew a waste management company into a respected service provider and was now ready for the next stage of scaling. To maintain momentum, she required additional capital to invest in new bins, expand operations,...
High-End Restaurant Group – National Expansion Liquidity Strategy
A globally recognized high-end restaurant group operating on the West Coast of Canada identified a strategic opportunity to expand into Eastern Canada. The clients had already invested multiple years and significant capital into renovating the new location. However,...
Industrial Warehouse Acquisition – High-Leverage Real Estate Strategy
The client is a woman entrepreneur who built her business from scratch and achieved significant milestones over the past several years, including recurring revenue growth of more than 20% in the last two years . As the business expanded, operational scale began to...
Critical Infrastructure Divestiture – Fractional CFO for a Multi-Hundred-Million-Dollar Transaction
A critical infrastructure subsidiary serving the agriculture and critical minerals sectors was selected for divestiture in a multi-hundred-million-dollar transaction. The business was operationally strong, but the parent company needed a deal-ready Fractional CFO to...
Licensed Daycare Acquisition – Fractional CFO & Acquisition Support
A newcomer entrepreneur partnered with an industry operator to purchase a commercial property and launch a licensed daycare. The client would own both the operating company and the real estate holding company, requiring financial leadership to navigate a...
Logistics Operator Expansion – Scalable Capital Structure & Finance Function Build
A high-growth logistics operator evolved from freight forwarding into warehousing and full first-mile-to-last-mile services. With rising demand and industry-wide shifts toward integrated logistics platforms, the founder needed a stronger financial foundation to support...