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Case Study: Large regional Precision Machining Company

The Overview

Successful precision machining company with over 50 years experience solving complex design and machining challenges with large multi-national companies.

Current ownership group “inherited” the business from the previous Owner and were successful in growing the business 2-3x over several years.

With the current ownership group nearing retirement age, the group looking at options for ”passing” the business onto the next generation.

The Challenge

Work through a complex sales and financial process to assess potential enterprise value and recommend changes to the organization that could drive improvements and deliver maximum value.

Our Process

Implemented a proprietary “deep dive” review process focused on both broad and deep analytics of all areas of the company, including sales, marketing, finance, IT, and legal.

The Conclusion

  • The proprietary process yielded promising results in the areas of operations, financial reporting and sales that if properly addressed could significantly improve company valuations.
  • Solving the Challenge:
    • Prepare – Recommended changes in management approach, financial presentation, customer information and other changes to prepare for any potential change in ownership.
    • Change Sales Mindset – Focus on small but significant changes in the business presentation and operations to focus on new partnerships that could yield higher results.

The result

Ownership sold the business for 3x their original estimation of value.