Company Case Study:
Lundell Exit Planning Case Study Company Case Study: Engaged with a client over a 4 year period where the company was in the manufacturing sector. Upon becoming involved in the company as an advisor, the company’s revenue was stagnate, the company lacked a diversity of customers and the ownership group was in denial of formulating a succession plan. Over the course of the engagement we found out a number of things that were doing well, which could be turned into things that
