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Case Studies

Logistics & Fulfillment

The Back Office Caught Up, and the Exit Closed Fast

A third-party logistics and fulfillment company serving e-commerce, B2B and direct-to-consumer brands

Acquired quicklyDiligence without delayFounders off the books

Volume outgrew the back office. Gentyx rebuilt invoicing, AR and AP on firm rules so the co-founders could go back to the work only they could do.

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HEALTHCARE

Knowing Which Clients Are Worth Winning

A technology-first healthcare company serving corporate and independent practices, run by a full C-suite with an offshore service center

Two client segments modeledRolling 3-month forecastDelivered in 3 days

Good books were not the same as good visibility. Gentyx built a tested business model with corporate and independent clients as parallel tracks, and the board could finally see where the margin was.

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Residential Real Estate

Out of the Books, Back in Control

A family-owned residential real estate group operating across five LLCs

Five LLCs consolidated2025 closed clean, on timeHoldCo reporting

The owner-operator was doing the bookkeeping himself and 2024 was never completed. Gentyx rebuilt QuickBooks on a HoldCo basis and gave him a single view of the group.

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Roofing & Siding

Ready for the Bank in Weeks, Not a System Rebuild

A family-owned roofing and siding group, six divisions, roughly $50 million in revenue, southern United States

Six divisions consolidated~$50M revenueWorking capital line secured

Two years of records were incomplete and every firm wanted a full system migration first. Gentyx worked inside the systems already in place and had the group financeable in weeks.

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