Case Studies · Client Outcomes

What our work actually does.

Steele Solutions has been live since 2024. As we close engagements and clients give us permission to publish, every case study lands on this page with the math, the timeline, and the people involved. We refuse to publish fake or composite client stories — this list shows engagement archetypes we are running today, and the published case studies that will replace them as clients release their numbers.

Engagement archetypes — what a Steele engagement looks like.

These are the engagement patterns we are running today across the Ozarks. Real named clients and verified savings will replace each archetype card on this page as clients release their numbers.

Archetype 01 · Statement Audit

Branson restaurant saves on processing fees.

Owner-operator restaurant on Highway 76. Tiered processor with hidden batch fees and PCI surcharges. Audit identifies the markup, switch to interchange-plus through Electronic Payments. Effective rate typically drops 0.6–1.2 percentage points.

$30K–$80K/mo volume2-day audit5–10 day switch

Archetype 02 · Dual Pricing

Service business eliminates card fees with dual pricing.

Contractor or salon with average tickets above $80. Compliant dual-pricing program through ClearPay. Card price covers the processing cost; cash price gets the discount. Net effective rate drops near zero for the owner.

$50K/mo volumeVisa-compliant 3% cap30-day brand notice filed

Archetype 03 · CSSI Cost Segregation

Lake Taneycomo lodge accelerates depreciation.

Lodge owner buys $2M commercial property. Engineering-based CSSI study reclassifies ~30% of basis into 5- and 15-year categories. With bonus depreciation, $200K–$400K of first-year tax acceleration is typical for this profile.

$2M basis3–6 week studyJim is CSSI NAE

Archetype 04 · Free POS Placement

New Branson food truck gets free smart terminal.

Brand-new mobile-food business. Zero hardware cost via free placement through Card Payment Services. Terminal ships in 3–5 days. 12-month minimum on the processing side; review at month 13 for outright purchase.

$0 hardware12-mo minimum3–5 day ship

Archetype 05 · Merchant-Owned ATM

Branson Landing bar adds merchant-owned ATM.

High-traffic bar with steady cash demand. Kim places a merchant-owned ATM sourced through ATM Superstore. Bar keeps full surcharge revenue; cassette refills handled on a regional schedule.

Surcharge revenue retainedKim coordinatesCash-logistics included

Archetype 06 · Working Capital

Seasonal retailer bridges the slow quarter.

Tourist-season retail business with strong summer revenue and lean Q1. Working-capital line through Borealis Consulting underwriters who know Branson seasonality. No upfront fee; closes in 3–7 business days when revenue supports it.

3–7 day fundingNo app feeApproval not guaranteed
Why archetypes, not stock photos with fake names?
In 2026 most marketing pages use generated avatars and invented testimonials. Steele Solutions refuses. The patterns above are real engagement profiles — we are running them today across the Ozarks. As each client gives us permission to publish their specific numbers, we replace one archetype with a named case study. Until then, the math here is conservative, the timelines are accurate, and Jim or Kim will walk you through any specific archetype on a 15-minute call.

Start with the free audit