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 they could do great! We also developed a comprehensive plan for them to follow in order to increase their revenue and diversify their customer base. The company had too many big dollar projects dependent upon 1 or 2 customers. Lundell Brokerage was significantly involved in paving the road ahead for them and providing direction for continued growth and strategizing their business exit plan. In year 3 we started improving cash flow significantly where we started placing a value range on the business and preparing it for sale.


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