Case Studies

Scaling a Bitcoin Mining Platform to Thousands of Users in Under 3 Months

An early-stage technology company needed to move past product ideation. By completely redesigning their commercial strategy and accelerating go-to-market efforts, we helped them capture several thousand early sign-ups and secure commitments from five major hosting providers within 90 days.

Achieving Zero CAC: Building a Digital Lead Acquisition Channel Through Organic Campaigns

We partnered with MindClare, a boutique psychiatric venture, to build a comprehensive digital ecosystem from scratch. By leveraging 100% organic digital campaigns, we created a digital lead acquisition channel that delivered significant organic reach and a sustainable inbound pipeline across four ke...

Recovering $15M+ in Specialty Payroll Tax Credits Across a 25-Entity Healthcare Network

A complex healthcare group faced systemic IRS processing roadblocks that jeopardized over $15 million in specialty payroll tax credits. By conducting a rigorous entity-level analysis and resolving severe institutional address errors, we successfully recovered the full eligible capital plus 24% statu...

Recovering a $1.1 Million Specialty Payroll Tax Credits Claim Trapped by an IRS Processing Error

A mid-sized business was owed $500K+ in Specialty Payroll Tax Credits after an IRS processing error left one quarter unrecognized. Occams pursued the discrepancy for over two years, escalating through the IRS, Taxpayer Advocate Service, and Congress, ultimately recovering the full $1.1M claim plus a...

Unlocking Up to $350K in Non-Dilutive Capital Through Strategic R&D Tax Credits

A mid-market company in the expansion phase was unknowingly funding qualified research and development activities out of pocket. By conducting a rigorous Section 41 eligibility study and precise wage allocation, we secured significant R&D tax credits to fuel their sustained growth.

Preserving a Specialty Lender's Capital When California's Licensing Process Ruled Out the Planned Structure

Occams helped a specialty lender structure and prepare its launch around state licensing requirements, with no client capital committed until viability was confirmed. When California rejected the structure, Occams closed the entity and delivered the plans and documentation for a compliant restart.

Cutting Payment Processing Costs by 2% to Accelerate E-commerce Growth

A growing digital brand was losing margin to expensive credit card fees and missing out on customers who preferred alternative payment methods. By deploying customized ACH and eCheck solutions through our proprietary platform, we reduced processing costs by up to 2% and accelerated their cash flow.

Unlocking US Market Growth for an Indian IT Firm with Turnkey Operations

An expanding Indian service provider needed a compliant U.S. operational footprint to serve its growing client base. Occams established the corporate structure and payment infrastructure, eliminating cross-border friction while serving as the company’s dedicated back office for continued growth.