Elevate Wellness Secures Growth Capital

Personal-services company in South Florida leveraged $450K line of credit to expand staff, upgrade facilities, and increase service capacity by 60% within 18 months.

Tatiana Fernandez, Chief Executive Officer and Founder of Elevate Wellness Solutions a personal-services business in South Florida standing with an open, professional stance

Executive Summary

Elevate Wellness Solutions, a thriving personal-services company with three locations across South Florida, sought a $450,000 line of credit to fuel expansion and meet growing market demand. The company successfully deployed capital to enhance operations, resulting in 60% capacity growth and 45% revenue increase over 18 months.

The Challenge

Limited working capital to hire and train additional wellness coaches and service providers during peak demand seasons
Aging equipment and facilities in two locations deterred premium clients and limited service offerings
Inability to capitalize on corporate contracts requiring larger team capacity and faster turnaround times

The Solution

Elevate Wellness Solutions recognized that a line of credit offered the flexibility needed to manage seasonal cash flow while investing in growth. Unlike a traditional term loan, the revolving credit facility allowed the company to draw funds as opportunities arose, minimizing interest costs on unused capital. This structure aligned perfectly with their variable staffing needs and equipment upgrade timeline.

The company deployed funds strategically: $180,000 for recruiting and training 12 new certified wellness coaches; $150,000 for facility renovations, updated spa equipment, and technology infrastructure; and $120,000 maintained as working capital reserves for payroll during slower months. Within six months, the expanded team began servicing new corporate wellness contracts worth $35,000 monthly.

Tatiana Fernandez, Chief Executive Officer and Founder
"The line of credit gave us the flexibility to invest in our team and facilities without overcommitting. We could scale strategically and respond to client demand in real time."

The Outcome

Revenue increased 45% year-over-year, from $820K to $1.19M, supported by enhanced service capacity and new corporate accounts
Client retention improved to 92% following facility upgrades, with net promoter score rising from 68 to 81
Team expanded from 18 to 30 full-time employees, enabling 24/7 service availability and specialized service lines

Conclusion

The $450,000 line of credit proved instrumental in transforming Elevate Wellness Solutions from a capacity-constrained regional player into a competitive market leader. The flexible capital structure enabled management to invest prudently while maintaining financial stability through seasonal fluctuations.

Looking Forward

With strong cash flow from new corporate contracts, the company has reduced line of credit utilization to 35% and is exploring a second location opening in Tampa. Leadership attributes this success to matching financing structure with business model, positioning Elevate Wellness for sustained double-digit growth.