Case Studies

Back to list of case studies.  PDF's available for download.

Industry: 
Commercial & Personal Insurance
Challenge: 
Determine whether an internal buy-out is feasible or find an external solution.
Customer: 
Insurance Agency
Solution: 

Met with owner to establish goals. Developed business valuation.  Worked with financial planner to understand value gap between business value and owner needs for retirement.  Established internal buyers could not afford to buy the business.  Helped owner continue to grow the business, while at same time look and find a strategic buyer.

Results: 
  • New buyer found, and all positions were retained.
  • Owner received substantial multiple on EBITA.
  • Business grew 15% in first year after acquisition.
  • Attracted new talent to the team.
  • Owner very satisfied with outcome for himself, his family, and his team.
Testimonial: 

“Tom just gets it, and knows how to communicate and plan.”

Fee: 
$47,800
ROI: 
66:1 in 48 months