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Case Studies

Case Study: WHERE’S THE DOOR WHEN YOU ARE AN OWNER DEPENDENT BUSINESS

Case Study: WHERE’S THE DOOR WHEN YOU ARE AN OWNER DEPENDENT BUSINESS

CASE STUDY: Unique challenges for owner-operators wanting to plan for retirement and exit from their business -- especially if there is no opportunity for a family succession. This case study shows challenges, solutions and results for the owner of a specialty wood manufacturing business. 

Overcoming pressure, increasing yield and building value; a case study.

Overcoming pressure, increasing yield and building value; a case study.

In the grocery business, product turnover is vital. From offering the right product to logistics to retail shelf space, effective inventory management is critical. My client, a food distributor and logistics business owner serving retail grocers in BC had a solid top line, but little was falling to the bottom. Like all distributors, inventory management can make or break you. 

Family Manufacturing Business Case Study

Family Manufacturing Business Case Study

In this case study of a manufacturing family business, you can see the challenges, the solution and the steps we went through to provide a workable plan and peace of mind. After a valuation of their enterprise, the owner ended up with a written succession plan providing an exit strategy, improved corporate structures for 2 manufacturing companies and a real estate holding company.