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Case Studies

Real Businesses. Real Results.

See how CoreBridge Impact has helped businesses across Northern California lower costs, strengthen their teams, and create lasting community impact.

Restaurant / Hospitality$4,200/yr Annual Savings

Napa Valley Restaurant Group

Challenge

Paying over $6,000/year in merchant processing fees with no visibility into rate structures.

Solution

CoreBridge Impact connected them with a merchant processing specialist who implemented a cash discount program and optimized their interchange rates.

Results

  • $4,200/year saved in processing fees
  • Revenue share donated to local food bank
  • Zero disruption during transition
Logistics / Warehousing30% Premium Reduction

Bay Area Warehouse Operations

Challenge

Healthcare premiums rising 15% annually, causing employee turnover and budget strain.

Solution

Our healthcare partner analyzed their current plan and found an alternative that improved coverage while reducing premiums by 30%.

Results

  • 30% reduction in healthcare premiums
  • Improved employee coverage and satisfaction
  • 40% decrease in turnover within 6 months
Education / Nonprofit200+ Families Reached

Sacramento School District Partnership

Challenge

Families in the district lacked access to financial education, contributing to high debt and low savings rates.

Solution

CoreBridge Impact organized a series of financial literacy workshops covering budgeting, saving, credit building, and debt management.

Results

  • 200+ families reached through workshops
  • 92% completion rate across all sessions
  • Measurable improvement in financial confidence
Retail$8,500/yr Combined Savings

Fairfield Retail Business

Challenge

Operating with high energy costs, no retirement plan, and overpaying on payment processing — all at once.

Solution

CoreBridge Impact connected them with three specialized partners simultaneously: energy, retirement, and merchant processing.

Results

  • 3 solutions implemented through 1 relationship
  • $8,500/year in combined savings
  • Retirement plan launched for 12 employees

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