Case Studies
Real transformations. Real results. Discover how we help middle market business owners achieve exceptional exits while preserving their legacy.
Featured Success Story
Transformative M&A Transition for a Multigenerational Janitorial Supply Business
How strategic guidance over 24 months transformed a $10M initial offer into a $25M successful exit while preserving family legacy.
Company Profile
The Challenges
Limited product lines and growth strategies
Operational inefficiencies in distribution and service
Cash basis accounting with insufficient oversight
Initial offer of $10M with 45% earnout
Our Strategic Approach
Sales Strategy Enhancement
Expanded product lines, identified competitive advantages, and developed strategies to attract new customers while deepening existing relationships.
Operational Optimization
Streamlined distribution processes and service department operations to increase revenue while reducing operational expenses.
Financial Restructuring
Transitioned from cash basis to GAAP reporting, implemented perpetual inventory system, and established comprehensive KPIs.
24-Month Transformation Results
Key Outcomes
250% increase in exit valuation - from initial $10M offer to final $25M sale
Attracted competitive offers from both private equity firms and strategic publicly traded buyers
Preserved family legacy with 4 out of 5 family members continuing in the business post-sale
Generated significant generational wealth while ensuring business continuity
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Like this family-owned business, you can achieve exceptional results with the right strategic partner. Let's discuss how we can maximize your business value and preserve your legacy.