Case Studies

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Four Transactions that Built a New Agency (M&A, Exit Planning, Strategic Consulting)

The founding partner of a Midwest PR agency retained us to structure a plan for his partner to buy him out. The minority partner was eager to acquire controlling interest, but did not have the […]

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Zero EBITDA = 70% Cash (M&A)

A 30-year old West Coast consulting firm with a prestige client list, ranging from blue-chip corporations to universities and government agencies, was seeking a buyer as an exit strategy for the firm’s founder, and to […]

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From an Inside to an Outside Deal (M&A, Exit Planning)

The founding partners of a well-established Mid-Atlantic branding and design firm asked us to develop a succession plan, hoping to pass the torch to their senior management team. After placing a value on the business, […]

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Surprise—I Want Out! (Exit Planning, Strategic Consulting)

What would you do if one day your partner strolled into your office unannounced, threw down on your desk a legal document prepared by his personal lawyer entitled “Partner Withdrawal Agreement,” and declared he wanted […]

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A Strategically Sound Acquisition Plan (M&A, Strategic Consulting)

A $4 million traditional PR firm located in the Midwest, doing high-caliber work with a strong senior staff, turning in decent profits year after year, and enjoying a strong reputation in its market. While the […]

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Raising a Client’s Business Vision (Exit Planning, Strategic Consulting)

A highly successful, 10-year-old consulting business with two majority owners and several minority owners was growing at a rapid pace, doubling its size over the past two years, and is on track to top $25 […]

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Rolling-Up Their Way to Market Leadership (M&A)

Initially engaged to help them enhance firm profitability, we were subsequently retained by an East Coast digital marketing agency to advise them on a potential acquisition. The client made it clear that they had one […]

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Long-Term Planning for Orderly Succession
 (Exit Planning)

The two partners of a successful 25-year architecture firm recognized that, while they had no desire to exit the business in the near future, it would be prudent to begin laying the groundwork for succession—and […]

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Board Room Decision-Making (Exit Planning)

A large Midwest ad agency with a complex ownership structure—consisting of silent partners who were members of the founder’s family—and a number of minority shareholders who comprised the agency’s senior management team and ran the […]

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Building to Monetize & Reward Top Managers
 (Strategic Consulting)

The owner of a profitable PR agency in the Southwest began thinking about succession and hired us after sitting in on one of our Webinars. She had taken the initial steps to put in place […]

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