Posts Tagged ‘Case Study’

In M&A, the difference between a good outcome and a great one often comes down to preparation. A business doesn’t have to be broken to underperform at exit. It just has to be unprepared. This is the story of a Central Valley environmental services company that sold successfully, but walked away from significant value in…

The best exits don’t happen by accident. This one is a case study in what deliberate preparation looks like when it pays off. This is a story about an owner who built something worth selling, and then sold it the right way. The Business The company is a California based provider of industrial parts and…

In closely held businesses, the line between family and company is rarely clean. Decisions get made at the dinner table. Compensation reflects relationships as much as roles. And when the time comes to transition ownership, years of informal arrangements have a way of surfacing all at once. This is the story of a California specialty…