Plan B Business
Case studies

The Israeli playbook,
applied 8 times.

Eight anonymized turnarounds across the verticals we serve most. Each one applied the same operating discipline that built Wix, Monday, Fiverr - cash mastery, build-measure-kill, niche-then-expand - to a US service founder. Entry revenue, exit revenue, timeline, and the three things we actually changed. Names scrubbed; numbers exactly as they happened.

Most engagements run 8 to 14 months. We don't publish vanity metrics, and we don't share before-and-afters that weren't structurally caused by our work.

Case #01

Dental Practice (Texas)

+$340K profit

Entry revenue

$850K

Exit revenue

$1.19M

Timeline

11 months

60% private patient mix, +$340K profit

  • 1Repositioned fee schedule around 4 high-margin private procedures, dropped 2 low-yield PPO contracts
  • 2Hired a treatment coordinator and built a same-day case-acceptance script (acceptance rate 38% to 71%)
  • 3Launched an in-house membership plan that replaced 22% of insurance-billed visits within 9 months

Case #02

Medical Spa (California)

LTV 4x

Entry revenue

$1.4M

Exit revenue

$2.3M

Timeline

8 months

Membership model launch, LTV up 4x in 8 months

  • 1Replaced transactional pricing with three-tier monthly membership ($199 / $349 / $599) covering 70% of services
  • 2Built a 60-day onboarding journey that pre-books the next 3 visits at signup
  • 3Productized add-ons (peels, boosters, skin packages) into prepaid bundles with 92% redemption

Case #03

Law Firm (Florida)

Avg matter +150%

Entry revenue

$720K

Exit revenue

$1.05M

Timeline

9 months

Fixed-fee niche, average matter $300 to $750

  • 1Narrowed positioning to a single practice area (small-business contracts) and dropped 3 unprofitable verticals
  • 2Replaced hourly billing with 6 fixed-fee packages, each scoped with a written deliverable list
  • 3Built a paralegal-led intake funnel so partners only touched matters above $2,500

Case #04

Accounting Firm (New York)

+$420K MRR

Entry revenue

$1.1M

Exit revenue

$1.52M

Timeline

14 months

Recurring revenue 15% to 65%, +$420K stable revenue

  • 1Launched a year-round advisory retainer ($1,200 to $4,500/mo) that bundled bookkeeping, tax planning, and quarterly reviews
  • 2Migrated 64% of seasonal tax clients to monthly billing within 2 cycles
  • 3Eliminated the April overtime bottleneck by moving 70% of work into a smoothed 12-month workflow

Case #05

MSP / IT Services (Ohio)

Recurring 70%

Entry revenue

$940K

Exit revenue

$1.46M

Timeline

12 months

Break-fix to managed, recurring 25% to 70%

  • 1Built three managed-service tiers priced per endpoint, with clear inclusion/exclusion sheets
  • 2Migrated 38 legacy clients onto contracts over 6 months using a forced-choice renewal conversation
  • 3Replaced founder-led sales with an outbound rep targeting 25-150 seat businesses in two metros

Case #06

Marketing Agency (Illinois)

ACV +275%

Entry revenue

$1.8M

Exit revenue

$2.7M

Timeline

10 months

Productized retainers, average client $4K to $15K

  • 1Killed 80% of project work and rebuilt the offer as 3 productized retainers (SEO, Paid, Lifecycle)
  • 2Introduced a $5,000 paid discovery sprint that filtered out 60% of poor-fit leads before retainer signup
  • 3Restructured the team into pods of 3 (strategist + specialist + project manager), each pod owns 8-12 retainers

Case #07

Restaurant Group (Arizona)

Food cost -10pts

Entry revenue

$2.1M

Exit revenue

$2.95M

Timeline

13 months

Food cost 38% to 28%, B2B catering now 30% of revenue

  • 1Rebuilt the menu around a 9-item core plus 3 rotating specials, dropped 40% of low-velocity SKUs
  • 2Negotiated direct supplier contracts for the top 12 ingredients (2.4% to 4.1% unit cost reduction each)
  • 3Launched a B2B catering arm targeting offices and event planners, with a dedicated sales contact

Case #08

Construction & Contracting (Georgia)

Repeat 45%

Entry revenue

$1.6M

Exit revenue

$2.1M

Timeline

11 months

Service contracts launched, repeat business 20% to 45%

  • 1Built a recurring service-contract product (annual maintenance + priority response) sold at project closeout
  • 2Standardized the post-project 30/90/365-day check-in process, recovering 18% more referral revenue
  • 3Shifted lead mix from cold ads to a partnership channel with 4 architects and 2 property managers

What every successful turnaround
had in common.

We've worked through hundreds of engagements. The math, the industries, and the founders are all different - but the pattern of what actually moved the number is almost always the same three things.

Pattern 1

They stopped selling time and started selling outcomes.

Every founder above replaced at least one hourly, transactional, or per-project revenue line with a fixed-fee, productized, or recurring one. That single shift is responsible for most of the margin expansion across all eight cases.

Pattern 2

They narrowed before they grew.

Without exception, the businesses that doubled also said no to something - a vertical, a service line, a client segment, a contract type. Growth came after the cut, not before. Trying to grow a fragmented offer is the single most expensive mistake we see.

Pattern 3

They built a system the founder could leave.

Every case above ended with the founder doing less of the operating work, not more. Standardized intake, productized offers, documented playbooks, and a clear org chart - that's what turns a high-revenue freelancer into a business that actually has enterprise value.

Want to see exactly how we do it?

The diagnostic-first method, the 90-day execution sprints, and the operating cadence that produced every case above - documented in full.

How we did it: our method

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