Upgrade Home Improvement Jeff Kay Case Study | Upgrade

From Cash Flow Crisis to $15M Success

How Jeff Kay Scales Businesses through financing with Upgrade

Overview

Eliminated $200,000 in aged AR

Scaled revenue by $10 million

Closed high value leads

Challenges

When Jeff joined East Coast Roofing & Siding, it was facing significant challenges, including over $200,000 in aged accounts receivable that strained cash flow and hindered scalability. High ticket project costs averaging $18,000 made projects less affordable, and the lack of financing reduced sales and leads. Without predictable payments, the company struggled to manage cash flow, scale, and grow.

$200,000+ in aging receivables

Cash flow was unpredictable

The sales team was spending time on leads that were not qualified

Solutions

By leveraging Upgrade's financing platform, Jeff implemented solutions that not only eliminated aged accounts receivable but also transformed the company’s cash flow, improved operational efficiency, and enabled significant revenue growth.

Offered payment
options

Predictable Revenue from financing helped fuel investments in marketing, operations and customer experience.

Closed high value leads

Jeff Kay

Jeff Kay Group

Jeff Kay has partnered with Upgrade to help contractors grow their businesses by leveraging financing. Together, they fix the business’s cash flow issues and help scale their revenue.

”By implementing financing and partnering with Upgrade, we went from $2-3 million to $15 million in revenue. It fixed our cash flow issues and gave us the foundation to scale effectively.”

Jeff Kay

Owner