Real life Case Studies sometimes presented in a “fun” way and condensed from actual experiences help our clients see that they are not unique and that there can often be multiple solutions to every challenge
- Of Plunderers & Parasites The business has been losing call volume AND experiencing shrinking sales averages for 5 years. Mark and John have done their homework and developed a plan for reversing this trend. This plan will require significant capital investment (approximately $1,000,000) and has a good chance of succeeding. The bank has approved a 90% loan but requires personal guarantees from each of the owners. Paul and Mary have refused to sign unless they get more money out of the business. This, in turn, will make it even more difficult (even if Mark and John’s plan works) to cash flow the business with the new loan.
- The Case of the indispensable semi – retired dad Bill Gentry is 76. His two sons Jim and Will (47 an 45 respectively) have been with him since they each graduated from college. Both sons are licensed. Jim has a degree in finance and Will a degree in psychology. There are no other siblings.
- Bam! You’re In Charge!! Suddenly, everyone is nervous! The bank is nervous, the employees are nervous, mom’s nervous and Sam is close to panic. The only player not nervous is the competitor down the street.
- 3 Funeral Directors Walk Into a Bar Three funeral director friends Joe, Mike and Randy meet for a golf outing and end the day at the 19th hole. Each owns a funeral home. Approximately the same age (early 60’s), their talk soon turns to exit planning strategies.