COMPANY SELL

CASE STUDY

SITUATION / BACKGROUND

A family-owned manufacturer desired to capture additional market-share, as well as ensure that the overall business value increased from the growth. Ownership sought financial leadership to assist with this strategy.

CHALLENGE

• Financial restructuring to ensure value captured during growth
• Large capital investment required
• Consolidating industry presented challenges to ensure right execution
  

STRATEGIC STEPS

• Built 4-year growth plan with targeted actions and metrics
• Restructured Opex and Capex to reduce expenses
• Aligned “go-to-market” targets
• Implemented back-office tech to streamline operations
  

RESULT

The strategic plan implemented by the business led to remarkable outcomes:

• Integrated Execution

Organization aligned to the plan metrics across sales, production, finance, quality and safety

• Revenue & Margin Growth

Sales clarified “go-to-market”, resulting in market-share growth while improving margin 7% points.

• Operational Excellence

Organization aligned incentives to targets, restructured balance sheet, and updated tech stack resulting in six figure cost savings.

• Value Accelleration

The business increased in value by over 250% over the course of 30 months as the company executed its growth plan.