Case Studies & Reviews

We work quietly behind the scenes of some of the most sophisticated women-led businesses. Here’s what they have to say.

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Case Study #1


Scaling a Concierge Medical Practice Beyond $1M

Case Study #2


From Scrappy Creative Studio to 7-Figure Brand

Case Study #1: Scaling a Concierge Medical Practice Beyond $1M

Client Industry: Concierge Medicine
City: Chicago, IL
Starting Revenue: $50K/month
Current Revenue: $120K/month
Service Provided: Full-Service Fractional CFO + Tax Strategy

Challenge


This founder came to us feeling burnt out and overwhelmed by her business finances. She had built a thriving concierge medical practice but lacked clarity on profitability, taxes, and where her money was actually going. Her CPA was reactive, her books were a mess, and her pricing hadn’t been updated in years.

What We Did

  • Cleaned up 18 months of financials in the first 30 days

  • Installed a clear, custom financial dashboard to track profitability by service line

  • Conducted a pricing analysis that led to a 22% increase in margins

  • Transitioned her to an S Corp and implemented a tax savings strategy that saved over $87,000 in the first year

  • Built out monthly forecasting and a custom hiring plan to support expansion

The Result


Within 6 months, she had doubled her take-home pay, hired a team of RNs - all while working fewer hours. She now has clarity, confidence, and cash flow.

“Working with Valorè has completely changed the way I run my business. I finally feel like a true CEO.”
— Valoré Client

Case Study #2: From Scrappy Creative Studio to 7-Figure Brand

Client Industry: Creative Agency (Branding + Web Design)
City: Atlanta, GA
Starting Revenue: $300K/year
Current Revenue: $1.1M/year
Service Provided: Strategic Finance Coaching + Full-Service Fractional CFO

Challenge


This agency was booked out months in advance, but profits were inconsistent, and the founder didn’t know if she could afford to hire. Despite the success on the outside, she was still making financial decisions from a place of fear.

What We Did

  • Moved her off hourly billing and restructured service offerings into value-based pricing/retainers - allowing her to enter a cash-neutral cash flow cycle

  • Built a 12-month cash flow plan that included seasonal client demand and team bonuses

  • Created a profit distribution system so she could start paying herself consistently

  • Set up KPI tracking to help her make decisions based on data, not gut

The Result


After 9 months, the founder had hired three full-time team members, doubled her profit margin, and saved enough to buy her dream home. Her business is no longer reactive - it’s scalable.

“I finally understand my numbers, and I’m no longer scared of them. Valorè helped me step fully into the CEO seat.”

— Valoré Client

More Valorè Client Reviews

  • "Working with Dani has been an absolute game-changer for me. When we started working together, I had big dreams but no clear path forward. I was overthinking every decision, second-guessing myself, and letting fear slow me down. Dani helped me shift my mindset, trust my instincts, and most importantly—take action. She’s not just someone who offers advice; she walks with you step by step, making sure you build the momentum you need to move forward. The transformation I’ve experienced is undeniable —what once felt out of reach now feels completely possible. Dani has a gift for seeing people’s potential before they can see it themselves, and she has an incredible ability to help you step into that version of yourself. If you’re looking for a coach who will truly help you unlock your next level, Dani is it."

    Jennifer Jackson, Strategic Finance

  • "Working with Danielle as my coach has transformed many aspects of my business and even my life. What I now know I am capable of accomplishing as an entrepreneur is far beyond the smaller vision I started with. She has a unique way of unpacking ideas with you and coming up with creative strategies that empower you to build your business and cultivate an endless growth mindset for financial success, along with a plan to make it happen. She is compassionate, intuitive, and professional, and she helps you identify roadblocks and overcome them. Thank you so much, Danielle. This has been an incredible experience.Working with Danielle as my coach has transformed many aspects of my business and even my life. What I now know I am capable of accomplishing as an entrepreneur is far beyond the smaller vision I started with. She has a unique way of unpacking ideas with you and coming up with creative strategies that empower you to build your business and cultivate an endless growth mindset for financial success, along with a plan to make it happen. She is compassionate, intuitive, and professional, and she helps you identify roadblocks and overcome them. Thank you so much, Danielle. This has been an incredible experience."

    Brielle Brenner, Crafting your Personal Brand through Beauty