How Whatley & Co increased net profit by 283% and transformed margins through structured scale up coaching

Client snapshot

Sector: Waterworks engineering and motor services
Team size: 20 plus
Ownership structure: 4th Generation Owner managed SME
Stage of business: Established regional operator ready to scale
Location: Pewsey, Wiltshire

The challenge

When Whatley & Co engaged Chalkhill Blue in January 2023, the business was established and busy but profitability was not where it needed to be.

In 2022, revenue had plateaued, gross margins were inconsistent, cost discipline lacked visibility, systems were fragmented, operational processes were stretched, and the owner remained heavily involved in day to day decisions.

The ambition was clear. Improve profitability, strengthen operational control, and scale sustainably.

Without intervention, the risks were revenue growth without margin improvement, operational strain, inefficiencies compounding as the business expanded, and missed opportunities for strategic expansion.

Why Chalkhill Blue was engaged

Internal growth had delivered progress but not structural improvement.

Whatley needed a structured scale up blueprint, clear financial dashboards, margin focused decision making, integrated operational systems, leadership accountability, and strategic support for acquisition and funding.

They engaged Chalkhill Blue to implement structured Scale Up Coaching focused on building scalable systems, stronger leadership, improved financial discipline, and sustainable value creation.

Our Scale-Up Coaching

Our Scale-Up Coaching is designed specifically for businesses in the £3m–£30m+ revenue range where growth is real but fragile.

Our approach

Diagnostic phase

We conducted a full commercial and operational review including margin analysis by service line, cost of sales structure review, operational workflow mapping, systems assessment, leadership capability review, financial performance trend analysis, and acquisition readiness assessment.

The opportunity was not simply to grow revenue but to grow margin, discipline, and operational efficiency.

Strategic intervention

Margin discipline and commercial focus

A major shift was introduced around focus on the numbers and margin drivers. We implemented structured job costing discipline, pricing strategy refinement, clear gross margin accountability, regular margin performance reviews, KPI dashboards with visibility across departments, and stronger financial forecasting.

From 2022 to 2025 turnover increased by 35 percent, gross profit increased by 113 percent, operating profit increased by 184 percent, and net profit after tax increased by 283 percent.

Systems integration and operational efficiency

A vital component of the scale up work centred on introducing new and more integrated systems to drive operational efficiency, real time financial visibility, improved workflow coordination, better cost tracking, and stronger organisational effectiveness.

Previously disconnected processes were aligned into integrated systems, enabling faster decision making, reduced duplication, improved accountability, and clearer performance tracking.

Strategic growth through acquisition

As the business strengthened, Chalkhill Blue supported Whatley in acquiring Agricultural Water Engineers Limited in July 2024. Support included strategic fit analysis, financial modelling, risk assessment, deal structuring, integration planning, funding structure advice, cash flow modelling, and capital strategy alignment.

Ongoing support & accountability

The business adopted a structured scale up rhythm including quarterly strategic planning cycles, monthly KPI and margin reviews, leadership accountability sessions, acquisition integration tracking, and continuous performance optimisation.

Results & impact

Quantifiable results 2022 to 2025

  • 35 percent increase in turnover
  • 113 percent increase in gross profit
  • 184 percent increase in operating profit
  • 283 percent increase in net profit after tax
  • Significant improvement in gross margin percentage
  • Stronger cost control and financial visibility

Qualitative outcomes

  • Owner no longer the operational bottleneck
  • Stronger and more accountable leadership structure
  • Integrated systems, driving efficiency
  • Clear visibility over margin drivers
  • Increased organisational confidence
  • Improved acquisition capability
  • Enhanced enterprise value trajectory

What our clients say

Before Chalkhill Blue, we were working hard but not seeing the profitability we should have been. Now we understand our numbers, our margins, and our drivers. The structure and systems we have implemented have completely changed how we operate.

Whatley & Co.

Key takeaways from this case

  • Revenue growth without margin focus limits value
  • Systems integration is essential for sustainable scale
  • Financial visibility changes leadership behaviour
  • Strategic acquisitions are most powerful when built on strong operational foundations

Next step

If you want to scale with stronger margins, better systems, and disciplined commercial performance, book a Scale-Up strategy call.

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