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Case Studies
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.
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.
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.
