Our
client started to plan a retail business concept in Fall 2001.
The retail store officially opened in February 2002. After
18 months, the client decided it may be lucrative to sell
the business.
Our
Role:
The
first step was to assist the client in a complete assessment
of all of their business issues by preparing startup projections.
We assisted in automation, finance management, and provided
guidance on shareholders' agreements.
By developing operating budgets, performance evaluations techniques
and models, we assisted our client to develop an appropriate
strategy for a successful sale.
Our in-depth involvement resulted in the sale of the business
for approximately 17 times the original investment.
Arranging
Finances
Type
of Industry: Transportation
Facts:
Our
client started the business in 1989 and has been very successful
since its inception. However, the client was unhappy with
its financing and business relationship with its bank.
Our
Role:
We
provided alternative banking arrangements on a term key basis
with minimal interference to the client's business.
Shareholder
Dispute Resolution
Type
of Industry: Real Estate & Property Investments
Facts:
Mr.
X & Mr. Y have been friends and partners in business and
real estate investments. Mr. Y retired years ago leaving Mr.
X to continue to run the business affairs.
Mr. Y continued to own shares in real estate investments with
Mr. X. Mr. Y passed away suddenly, leaving Mrs. Y to deal
with estate matters. She did not want to continue owning his
investments with Mr. X.
Our
Role:
We
successfully divided assets held jointly by Mr. X & Mrs.
Y, insuring that personal objectives on both sides where achieved.
Unusual
Scenario
Type
of Industry: Estate Recovery
Facts:
Our
client needed investment analysis information as it related
to the recovery of funds from various levels of government
to maximize its revenue base.
Our
Role:
We
provided investment tools and analysis to the client's business
to assist them to enforce legislative changes.
Managing
Business Growth
Type
of Industry: Short-term Rentals
Facts:
The
client was in the business of franchising locations. The client
had difficulties in monitoring its profitability.
Our
Role:
We
provided analytical tools to evaluate prospective franchises
and implement policies and procedures. Our role also changed
major accounting practices and procedures, which resulted in
better reporting of financial positions of the primary business
and franchises.
