Case Studies

Each client engagement is unique. I work with each client to identify individual and company needs and goals to create the best path to ultimate success. The case studies below are examples of the unique paths to success.

A 50-year-old, family-owned specialty construction manufacturing and installation company (~$3M revenue) wanted to sell. A good sale would fund retirement, preserve the legacy of the company and ensure the product would continue to be available. An early buyer interaction failed badly, leaving ownership confused, offended and concerned the business might not be sellable.

Challenge
While the company had valuable intellectual property, it was effectively non-transferable as an operating business. Knowledge, decision-making, and customer relationships were tightly held by ownership. Any outside buyer would struggle to run the company—putting valuation, liquidity, and legacy at risk.

Role
I was engaged as an exit planning advisor to lead M&A readiness, with a mandate to make the business transferable, attractive to buyers, and resilient under diligence—well before going to market.

Outcome
Over four years:

  • Revenue grew from ~$3M to ~$10M
    Operating value (excluding assets) increased to an estimated $10M–$12M
  • The company shifted from “unsellable” to buyer-ready, attracting regular acquisition inquiries
  • Ownership retained control over timing and buyer selection, positioning them to proactively court strategic buyers
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