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Case Studies 

    Real examples of the types of challenges we’ve helped organizations solve through hands-on financial leadership and operational insight

Retail Worker Smiling

Convenience Store Recovery and Performance Rebuild

Industry: Retail and Multi-Location Convenience Stores

Business Challenge: Several convenience stores experienced a significant decline after franchise turnover. Leadership needed to understand what was driving performance issues and how to stabilize operations.

What We Did: 

We reviewed multiple years of financial results, analyzed product-level performance, and completed on-site store visits to identify where breakdowns were occurring.

 

We then guided leadership toward rebuilding through stronger operating standards, improved in-stock execution, and more targeted community-level marketing.

 

Fractional CFO Support Delivered

  • Financial trend and margin analysis

  • Product performance review

  • Operational diagnostics through store visits

  • Practical recovery strategy for leadership

Business Outcome and ROI

  • Reversed multi-location performance decline through structured financial and operational intervention

  • Operations and profitability became aligned again

  • Leadership gained a clear roadmap to rebuild performance

Contact Us

EDR Finance & Advisory LLC 

50 South Main Street, Suite 200

Naperville, IL 60540

Phone: (630) 248-3900

Email: Support@EDRFinance.com

© 2026 EDR Finance & Advisory LLC. All rights reserved.

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EDR Finance & Advisory LLC provides bookkeeping, tax, financial analysis, controller services, and fractional CFO advisory services to growing small and mid-sized businesses and in collaboration with CPA firms.

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Disclaimer: Financial information prepared by EDR is for internal management purposes only. Any advice, analysis, or recommendations provided by EDR are advisory in nature and should not be construed as CPA, legal, or other professional services. All decisions and actions taken based on such information remain the sole responsibility of the client.

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EDR may introduce clients to third-party providers, including financing partners such as Sandbar Fund. All lending decisions and approvals are made solely by the financing provider.

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