Transaction Capital LLC

BACKGROUND

Please describe your company and position.

I am the VP & CIO of Burke Rehabilitation

Describe what your company does in a single sentence.

Burke Rehabilitation® is a nationally recognized and accredited not-for-profit healthcare organization that provides rehabilitation treatment, research, and graduate medical education. Burke offers a full spectrum of inpatient and outpatient rehabilitation services to improve the quality of life for people following an injury or surgery and those managing symptoms from chronic conditions. Ranked as a top rehabilitation hospital by US News & World Report and Newsweek, Burke Rehabilitation has highest readmission prevention rate among the nation's top ranked rehabilitation hospitals and is the largest provider of stroke rehabilitation in New York.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Transaction Capital LLC to accomplish?

• Asset Valuation for our healthcare organization, focused on medical equipment, facilities, and rehab service capabilities.

SOLUTION

How did you find Transaction Capital LLC?

Clutch Site

Why did you select Transaction Capital LLC over others?

High ratings

How many teammates from Transaction Capital LLC were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

We engaged Transaction Capital LLC to evaluate our asset base and connect it to how our clinical teams use those assets to deliver patient care.

Key Deliverables:

• Detailed, audit-ready asset valuation report.
• Clear breakdown of key assumptions and methods.
• Simple summaries for leadership and external stakeholders

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• Board and auditors accepted the valuation with no major follow-up questions
• Clearer view of asset value accross equipment, facilities, and service capabilities.
• Stronger position in conversations with partners and lenders.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Transaction Capital got everything done on time. Were very organized. They were easy to work with. Answered our questions quickly. They helped us all the way through the process, which made it easy for our organization.

What was your primary form of communication with Transaction Capital LLC?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

They did not just look at the numbers they also thought about how our assets help us take care of patients. They asked us questions about how we use our equipment and then used that information to figure out how much it is worth. It felt like they really understood what was important to us.

Are there any areas for improvement or something Transaction Capital LLC could have done differently?

A single main contact for large organizations with multiple departments would streamline communication, and a short upfront checklist on required documents would help the start move faster.

BACKGROUND

Please describe your company and position.

I am the Head of HR of WELL Health Diagnostic Centres

Describe what your company does in a single sentence.

Our 50+ locations in Ontario and Alberta provide OHIP and AHCIP-covered cardiology, radiology, respirology, endocrinology, and sleep diagnostic services with shorter wait times, faster report turn-around, and the highest standard of patient care.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Transaction Capital LLC to accomplish?

• We hired them to put a clear value on the intangible parts of our diagnostics business. Things like our testing methods, patient trust and strong clinical brand.
• We also wanted our leadership team to have a base for making long-term decisions, about people and organization. We wanted use numbers and facts not instincts.

SOLUTION

How did you find Transaction Capital LLC?

Clutch Site

Why did you select Transaction Capital LLC over others?

High ratings

How many teammates from Transaction Capital LLC were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

They did not just put our details into a model:

• They really understood our daily operations.
• They met with our teams. Walked through how we work.
• They asked questions about how we run our business.
• They looked into things that most people overlook.
  - our paitent loyalty programs
  - the clincial expertise we have developed over the years.
  - our reputation in healthcare
  - and created a clear and well explained report, on our value.

The report felt like it was made our business.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• Our board and auditors liked the asset report. They did not ask any questions. This was a success.
• Our leadership now understands where the real value is in the organisation. They know where we should invest money.
• Our conversations about people and planning are better now. We have a way to measure things like how good our workers are and the training they get.

The report also helps us when we talk about working with companies and our plans for the future. Our intangible asset report gives us a position when we discuss partnerships and future growth plans, for the organization.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

For a business like ours, with lots of departments and tight schedules it could have easily turned into a big communication mess. It did not. Transaction Capital LLC came in with a plan they respected peoples time. They kept the project moving at a steady pace. Transaction Capital LLC gave us updates and anytime we needed something fixed or explained Transaction Capital LLC handled it quickly and without any drama.

What was your primary form of communication with Transaction Capital LLC?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

In HR and people roles you know that culture, trust and patient relationships are huge. They rarely show up in formal valuations. I was really surprised by how TXN Capital LLC took that side of the story. Transcation Capitall LLC asked questions about our teams, training and how we have built long-term trust with patients and clinicians. Seeing all of that reflected in the report not just as a footnote but as real value was something I did not expect and it made a strong impression on me.

Are there any areas for improvement or something Transaction Capital LLC could have done differently?

For organization with many stakeholders having one clear main contact would make things even smoother for TXN Capital. Upfront guidance on exactly what doc to prapre in advance would also save time in the early weeks for them. These are points though. The actual work and insights Transaction Capital LLC delivered were solid from start to finish.

BACKGROUND

Please describe your company and position.

I am the Director and Co-founder of Goodbyes

Describe what your company does in a single sentence.

Goodbyes is a growing bricks and mortar resale service and shopping experience that extends the lifespan of well-made garments, shoes and accessories.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Transaction Capital LLC to accomplish?

• Get an accurate business valuation to understand where our company truly stands financially.
• Support our investor conversations with a well documented valuation report we could confidently present.

SOLUTION

How did you find Transaction Capital LLC?

Clutch Site

Why did you select Transaction Capital LLC over others?

• High ratings
• Pricing fit our budget

How many teammates from Transaction Capital LLC were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Transaction Capital LLC took a look at Goodbyes financials, product lines and market position to put together a comprehensive business valuation report. The whole process felt well organized and surprisingly smooth for something we had never done before. They walked us through every stage clearly. Made sure we understood what was happening and why.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• Received an accurate business valuation report on time from Transcation Capital LLC.
• Sucessfully used the valuation to pitch to investors with confidence in Goodbyes.
• Gained a clearer understanding of Goodbyes business worth and growth potential.
• Investor conversations become more focused and productive with numbers to back us up.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Really well. Everything was delivered on schedule and the Transaction Capital LLC team was professional throughout. Whenever we had qeustions. And as co-founders without a finance background we had quite a few. They jumped on a call. Explained everything clearly until we actually understood it. No rushing, no jargon, honest and patient communication from Transaction Capital LLC.

What was your primary form of communication with Transaction Capital LLC?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

How approachable TXN Capital LLC were from start to finish. Running a business means we wear a lot of hats and do not always have time to get deep into financial details. They made the whole process feel manageable and kept things without ever making us feel out of our depth. That kind of support means everything when you are navigating something like business valuation with Transaction Capital LLC.

Are there any areas for improvement or something Transaction Capital LLC could have done differently?

• Detailed onboarding guidance at the start would help first timers know exactly what to preapre for Transaction Capital LLC.
• Small observations really. Overall, we were very happy with their service. Would not hesitate to use them again.

BACKGROUND

Please describe your company and position.

I am the CEO of InHome Care SA

Describe what your company does in a single sentence.

Established in 2017, InHome Care SA is a Government-approved provider of Home Care services based in Adelaide, South Australia. Our mission is to keep you independent and thriving at home. We tailor our services to suit your lifestyle and support you to achieve your goals. We are dedicated to serving our community by supporting people over 65 to remain independent in their own homes for as long as possible. With years of experience and a team of compassionate staff, we have built a reputation for excellence in providing a wide range of home care services.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Transaction Capital LLC to accomplish?

• We needed to value our intangible assets like our care methods, client relationships and brand. This was to help with planning and talking to investors. So we needed experts who understand the value of assets that're not on our balance sheet.

SOLUTION

How did you find Transaction Capital LLC?

Online Search

Why did you select Transaction Capital LLC over others?

• High ratings
• Pricing fit our budget

How many teammates from Transaction Capital LLC were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

They looked closely at our business. They checked our client contracts, networks, care plans and brand value. They made a report that we could defend. They worked with our finance and legal teams. They explained every assumption clearly.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• Our intangible asset valuation was accepted by our auditors and board.
• We understand where our business value is now.
• We are stronger when talking to investors and partners.
• We make decisions about growth and acquisitions.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

It was smooth. They kept to the timeline. Updated us. They answered our questions quickly and clearly. As a CEO it was a relief not to have to chase them.

What was your primary form of communication with Transaction Capital LLC?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

• They understood the home care business. Our intangible assets are not simple.
• Things like staff expertise and client trust are valuable but hard to measure.
• They took the time to understand our business. Showed this in the report.

Are there any areas for improvement or something Transaction Capital LLC could have done differently?

• A tool to model how growth affects asset value would be helpful.
• Earlier guidance, on documentation would speed up the start.
• These are points. Their work was excellent.

BACKGROUND

Please describe your company and position.

I am the Business Owner of Fishman's Personal Care Cleaners

Describe what your company does in a single sentence.

Fishman’s Wet Cleaners is the only green garment care cleaner in Calgary who has removed all Perc, solvents and other commonly used dry cleaning chemicals to become 100% solvent free. We believe your clothes and the environment deserve our additional care, time & attention to detail.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Transaction Capital LLC to accomplish?

• We have been family run for decades and we wanted to give our longest serving team members a real stake in the business through a proper ESOP structure.

SOLUTION

How did you find Transaction Capital LLC?

Clutch Site

Why did you select Transaction Capital LLC over others?

• High ratings
• Pricing fit our budget

How many teammates from Transaction Capital LLC were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

They took a look at our company's finances and how our personal care and dry cleaning business is run. They also looked at how ownership's split across the company to create a full ESOP valuation report. Since we have locations this was not easy but they did a great job. We got a report that was ready for our auditors a custom checklist to make sure we follow the rules and templates to help us manage our equity.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Our auditors approved the valuation report without needing any changes. We were able to offer our employee ownership plan to than 200 team members and about 81% of them joined in the first two weeks. We also kept our staff members who were thinking about leaving and at the end of the yar our financial review went smoothly without any issues about the valuation.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

• So I was wondering how they handled the project.
• They did a job with the project. It turned out good.
• The project was finished ahead of time which was nice.
• They answered all our questions about the project every day.
• We never felt like we were being rushed with the project.
• The people working on the project also suggested setting up the valuation cycle, for the project, which was a thing to do.
• The valuation cycle was an idea and it really helped us with the project.

What was your primary form of communication with Transaction Capital LLC?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

I really liked how they explained things about valuation. They made it easy for me to understand. I do not have a background in finance. When I asked them about equipment and service contracts their specialist explained it in a way that made sense to me. They did not use language and they did not rush us. The project team just talked to us in an honest way, which made me feel confident in the results. The valuation team made things easy to understand which was really great.

Are there any areas for improvement or something Transaction Capital LLC could have done differently?

It would be great if we had a dashboard to see how our valuation was going in time. It would also be helpful if they gave us some guidance at the start about border compliance issues for Canadian business like ours. Overall, the valuation team did a job with the important things, like the valuation. The valuation team did a job and we are happy, with the results.

BACKGROUND

Please describe your company and position.

I am the COO of a product solutions company. 

Describe what your company does in a single sentence.

From humble beginnings in Australia more than 45 years ago, we're now an international provider of world-leading product solutions to trade customers and end-users in over 50 countries worldwide. Quietly, behind the scenes, our range of products enhances the lives millions of people – in their homes, at work, at leisure and where they gather.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Transaction Capital LLC to accomplish?

• We needed a clear and accurate valuation of our business portfolio to support board reporting and strategic decision making.
• As our operations grew more complex, managing valuation internally was no longer practical and we needed a trusted external partner to handle it properly.

SOLUTION

How did you find Transaction Capital LLC?

Clutch Site

Why did you select Transaction Capital LLC over others?

High ratings

How many teammates from Transaction Capital LLC were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

• They went through our financials, revenue steams, and market positioning to build a complete and accurate picture of our portfolio.
• Every assumption and number in the report was clearly explained so our finance and legal teams could follow along without any confusion.
• The final report was thorough, well-documented, and easy to present to our board and stakeholders with full confidence.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• The valuation report sailed through our auditors and board without a single question or concern.
• Our leadership team finally had a clear financial picture to make smarter decisions around investments and resource planning.
• Conversations with potential partners and investors became much easier and more productive with a solid, defensible valuation in hand.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

This company did a job from the begining to the end. They finished everything on time they kept us informed so we did not have to ask them for updates. They answered every question we had very quickly and in a way that was easy to understand. When we needed them to make some changes or when we had some worries about assets they took care of everything right away and without making a big deal out of it. Working with this company was a smooth experience, from the very first time we talked to them to the time tehy gave us the final report.

What was your primary form of communication with Transaction Capital LLC?

Virtual Meeting

What did you find most impressive or unique about this company?

What impressed us most was how well they understood our business. You see, valuing supplies and equipment is not things like seasonal demand and how long assets last make it really tricky. They made an effort to learn how our business really works and showed that understadning in the report. The attention to detail was obvious. It made a big difference, in how accurately everything was valued. They really knew our business. it showed in the way they valued our supplies and equipment.

Are there any areas for improvement or something Transaction Capital LLC could have done differently?

I think it would be really helpful to have a tool that lets us model different scenarios. This would be great, for testing numbers. Seeing how things play out in the future.

BACKGROUND

Please describe your company and position.

I am the Chairman & CEO of Lunavi

Describe what your company does in a single sentence.

Lunavi provides true end-to-end solutions for IT infrastructure and application development that deliver modern technology solutions to move our customers forward. This purpose drives how we partner with you, develop and deliver solutions, and measure continuous improvement. From custom software development to architecting complex cloud environments and everything in between, we'll lead you on the path to innovation.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Transaction Capital LLC to accomplish?

• We hired them as our IT services team expanded to around 80 members. Without dedicated finance staff, we launched an employee stock ownership plan to align incentives, retain skilled professionals, and attract talent from larger firms. Ensuring full 409A compliance was essential to support our ongoing innovation efforts.

SOLUTION

How did you find Transaction Capital LLC?

Referral

Why did you select Transaction Capital LLC over others?

• Pricing fit our budget
• Referred to me

How many teammates from Transaction Capital LLC were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

They thoroughly analyzed our client contracts, cloud infrastructure revenue, and equity distribution to produce a clear ESOP valuation report, which received immediate approval from legal and accounting teams with no revisions required. They provided a practical annual 409A compliance guide tailored to IT project cycles, along with customizable templates. The complete package included the report, actionable guidelines, and automated reminders.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

We successfully distributed stock options across the organization without compliance or financial obstacles, and the audit process concluded smoothly. Notably, we secured a senior cloud architect after an extended recruitment effort; the candidate highlighted our equity offering and specifically verified our 409A documentation as decisive factors.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They completed the work ahead of schedule, allowing ample preparation for our strategy session. My inquiries regarding vesting schedules tied to project deliverables were addressed same-day with relevant IT-specific examples. They proactively contacted us to schedule the next valuation, which was invaluable given our demanding workload.

What was your primary form of communication with Transaction Capital LLC?

Virtual Meeting

What did you find most impressive or unique about this company?

How well they explained tough stuff in simple terms. I was confused about how our tech setup costs affected the stock value, so their expert called me right away and broke it down clearly no fancy words or rushing through it. For our IT team without our own finance people, that kind of straightforward help was a real game-changer.

Are there any areas for improvement or something Transaction Capital LLC could have done differently?

They performed admirably on time and within budget.

BACKGROUND

Please describe your company and position.

I am the COO of Forj

Describe what your company does in a single sentence.

Forj is at the forefront of NFT technology, bringing together creators and fans from a variety of industries such as music, entertainment, gaming and collectibles. We execute every step of the process, with a suite of products and services designed to support the entire blockchain ecosystem.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Transaction Capital LLC to accomplish?

• We required a web3 & crypto asset valuation in addition to a 409A valuation. Our token structure and equity setup were complex, and we needed clarity for both investors and employees.

SOLUTION

How did you find Transaction Capital LLC?

Online Search

Why did you select Transaction Capital LLC over others?

Pricing fit our budget

How many teammates from Transaction Capital LLC were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

They evaluated our tokenomics model, treasury holdings, and projected utility metrics. Alongside that they delivered a compliant 409A valuation for our parent entity. Reports included risk adjustments specific to crypto volatility.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

We were able to close a seed extension round with improved investor confidence because we had independent valuation backing. Option grants were issued immediately after report delivery.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Given the technical nature of our project, communication was surprisingly smooth. They scheduled structured calls and clarified assumptions before finalizing numbers.

What was your primary form of communication with Transaction Capital LLC?

Virtual Meeting

What did you find most impressive or unique about this company?

Their understanding of both traditional finance and emerging crypto valuation frameworks. Not many firms bridge that gap effectively.

Are there any areas for improvement or something Transaction Capital LLC could have done differently?

Honestly, no. The engagement went as planned without any issues.

BACKGROUND

Introduce your business and what you do there.

I'm the business owner of Dash DogWash, a company that provides professional dog washing and grooming services. We focus on high-quality care and attention to detail to ensure pets look, feel, and smell great.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Transaction Capital LLC?

We wanted to grow our franchise in new locations across Australia. To do this, we needed an honest valuation to discuss with investors and financial partners.

SOLUTION

What was the scope of their involvement?

Transaction Capital LLC audited our franchise, service revenue, and location performance. The final report was clean, ready for audit, and practical for our team to use in investor meetings. The team also explained what the numbers really meant for our business and pointed out where our business was doing really well.We received a mix of verbal and written recommendations. The team walked us through everything in a meeting and ensured we understood the main points clearly. They also gave us written notes and a simple framework for the project that we could look at again by ourselves.

What is the team composition?

We worked with 2–5 teammates from Transaction Capital LLC.

How did you come to work with Transaction Capital LLC?

We found them through an online search. We chose them because their pricing fit our budget.

How much have you invested with them?

We spent less than $10,000.

What is the status of this engagement?

We worked together from January–February 2026.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Our partners accepted the report, and our team felt confident. Our investor conversations became noticeably smoother once we had the report in hand. Our financial partners found everything clear, well-documented, and easy to follow.We also made much faster decisions around which locations to prioritize for our next expansion phase, something that had felt uncertain before the valuation. The clarity it brought to our internal team around where our business value truly sat was felt almost straight away.We finally moved forward with two franchise locations after we finished the valuation. These locations had been in the planning stage for a time. We also got commitments from two investors. We had been talking to these investors for a while. The valuation report really helped us because it was good and credible. It gave us the push we needed to get these commitments from the investors. The franchise locations and the investor commitments were very important to us. The valuation report was the key to getting everything done.

How did Transaction Capital LLC perform from a project management standpoint?

The process was smooth. Transaction Capital LLC was an expert team; they worked independently, kept me updated, and responded quickly to questions. They respected my time as a business owner. We communicated via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

Transaction Capital LLC was an expert team. They understood our requirements and our business. We expected an approach, but they asked the right questions.

Are there any areas they could improve?

They could have had a simple progress portal and document checklist.

BACKGROUND

Introduce your business and what you do there.

I’m the co-owner of Pacifica Commercial Realty, a full-service commercial real estate company. We offer brokerage and property management services for office, medical, retail, and industrial properties to owners and tenants.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Transaction Capital LLC to accomplish for your commercial real estate business?

We hired Transaction Capital LLC for 409A valuation and equity setup for our team.

SOLUTION

What was the scope of their involvement?

Transaction Capital LLC handled our complete 409A valuation for our growing real estate brokerage. They reviewed our property deal financials, commission structures, and ownership breakdown to create everything we needed for compliance. The team also delivered a full 409A valuation report ready for audits, a simple annual compliance checklist for real estate cash flow patterns, option grant templates customized for our team, and proactive scheduling for valuations. Additionally, they provided clear explanations for our non-finance leadership.

What is the team composition?

We worked with 2–5 teammates from Transaction Capital LLC.

How did you come to work with Transaction Capital LLC?

We found them through a referral. We chose them over other options because they had high ratings, and their pricing fit our budget.

How much have you invested with them?

We spent less than $10,000.

What is the status of this engagement?

We worked together from October–December 2025.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

We got a clean 409A valuation accepted by auditors with no questions. We also issued stock options to 25 team members (85% participation), closed two senior brokers who asked about equity setup upfront, cut equity paperwork time by 50% with their templates, and passed our year-end financial review without valuation pushback.

How did Transaction Capital LLC perform from a project management standpoint?

Transaction Capital LLC’s project management was excellent. They delivered the full valuation report 10 days early, even during our busy Q4 property season. Any questions about commission-based dilution or vesting schedules got answered the same day, often with real estate examples that clicked perfectly. The team also reached out proactively to schedule our next valuation, which kept us ahead of deadlines.Our primary form of communication was virtual meetings.

What did you find most impressive or unique about them?

The best thing about working with Transaction Capital LLC was how they explained complex valuation concepts using real estate terms we understood — no finance jargon. When I asked how property cycles affect numbers, their specialist called and walked through it like we were talking deals over coffee. For a realty firm without CFO expertise, that clarity was invaluable.

Are there any areas they could improve?

No, everything was spot on. They delivered more than we expected on the essentials.