SUCCESS STORIES
Industry: HVAC – Client Revenue: $2M
Project Description: 4 principals in the business. 2 wanted to stay and 2 wanted to leave. We were able to strike a very delicate balance between current value and future revenue/values to achieve a well-aligned exit for the 2 owners.
Industry: Construction – Client Revenue: $42M
Project Description: Worked to clean up accounting, identify several buyers, negotiate a LOI that untimely led to a very successful exit for our client. As he said during a celebratory dinner: “You guys are my dream team.” You’ve changed my family forever.”
Industry: Patient (allied) Healthcare – Client Revenue: $2.6M
Project Description: Stepped into the case as the broker was bringing our client a LOI. We reviewed the finances and helped the client renegotiate the LOI and add $850,000 to the purchase price with better terms, an increased ROI of over $800,000.
Industry: Architect – Client Revenue: $30M
Project Description: The client wanted to create an internal transfer of ownership for partial equity purposes. We were able to guide our client through the potential pitfalls in the equation and achieve a win-win result for all parties.
Industry: Medical Consulting – Client Revenue: $3.5M
Project Description: The client was suffering a resource gap in the highly regulated services they were providing. We stepped in and filled the gaps by recruiting additional physicians which allowed our client to more than double their revenue base.
