How Roots Shoots Leaves grew from £400k to over £1m turnover and secured smart funding to accelerate growth

Client snapshot

Sector: Grounds Maintenance and Tree Surgery
Turnover at engagement: Circa £400k
Turnover today: In excess of £1m
Ownership structure: Owner managed
Stage of business at engagement: Established but low profit and founder dependent
Location: Thames Valley

The challenge

When Roots Shoots Leaves began working with Chalkhill Blue in October 2019, the business had strong technical capability and a good local reputation but was delivering little or no meaningful profit.

The founder was heavily involved in day to day operations. Financial visibility was limited. Margins were inconsistent. Systems and processes required strengthening. Strategic direction lacked structure.

Through disciplined growth, the company established itself as one of the leading independent grounds maintenance and tree surgery businesses in the Thames Valley.

By 2025 a new challenge emerged. Strong reputation and contract wins began generating growth that outstripped natural cash generation cycles. Contract mobilisation, labour costs and working capital demands created liquidity pressure.

Without intervention, growth risked slowing due to cash constraints rather than demand limitations.

Why Chalkhill Blue was engaged

Initially the founder sought structured Growth Coaching to improve profitability, leadership clarity and operational performance.

As the business matured and scaled, the need evolved. Roots Shoots Leaves required stronger financial discipline, scalable systems and processes, improved margin control, strategic leadership development and a clear funding strategy aligned to growth.

Chalkhill Blue provided both Growth Coaching and Funding Advisory support to ensure ambition was backed by smart capital rather than reactive borrowing.

Our Funding Advisory service

Our approach ensures capital is raised for the right reasons, from the right sources, on the right terms.

Our approach

Diagnostic phase

Growth Coaching focused on margin analysis, pricing discipline, cost structure review, operational workflow improvements, leadership role clarity and KPI visibility.

As growth accelerated in 2025, cash flow cycles, working capital pressure points, contract mobilisation costs and liquidity requirements were assessed.

The insight was clear. The business required structured funding to unlock the next stage of growth.

Strategic intervention

Profitability and Systems Strengthening: Clear KPIs and dashboards were introduced. Pricing and cost control improved. Operational systems were refined to support higher contract volumes.

Leadership and Team Development: Management capability was strengthened and a more accountable team built around company values.

Sales and Market Positioning: The business positioned itself as a leading independent provider in the Thames Valley.

Funding Strategy Design: A funding needs analysis was conducted and a structured funding strategy aligned to growth objectives was created.

Financial Preparation: Cash flow forecasting and scenario modelling determined appropriate funding levels and structures.

Capital Alignment: Funding options were assessed to ensure the right balance of liquidity, cost and long term value creation.

Additional liquidity was secured to enable continued acceleration without constraining operations.

Ongoing support & accountability

Quarterly planning, financial performance reviews, KPI monitoring, cash flow forecasting discipline and strategic leadership coaching ensured funding was deployed effectively and generated return on investment.

Results & impact

Quantifiable results

  • Turnover growth from approximately £400k to over £1m
  • Profitability more than doubled
  • Stronger and more predictable margins
  • Improved cash flow visibility
  • Additional liquidity secured to support growth acceleration

Qualitative outcomes

  • Founder confidence increased significantly
  • Clearer strategic direction
  • Stronger operational systems
  • A winning team aligned around shared values
  • Reputation strengthened across the Thames Valley
  • Ambition expanded alongside capability

What our clients say

Before finding Chalkhill Blue, we had struggled for a number of years and whilst we were busy, we had no idea how to build a highly profitable or scalable business. Growth Coaching strengthened our systems and profitability. When rapid growth created cash pressure, the funding strategy gave us the confidence to continue accelerating. We now feel in control of both performance and ambition.

James Gillate
Managing Director, Roots Shoots and Leaves

Key takeaways from this case

  • Growth must be profitable before it can be sustainable
  • Reputation driven expansion increases working capital demands
  • Smart capital supports ambition rather than constraining it
  • Systems and leadership capability must scale with revenue
  • Confidence grows when structure and liquidity support opportunity

Next step

If your business is growing but cash flow is becoming a constraint, book a Funding Strategy Call and unlock smart capital aligned to your long term growth ambitions.

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