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Sample case study #1 - Company growth strategy


CHALLENGE

Business owner desired to increase earnings substantially


STRATEGY

- Management Solutions set up a plan to grow the segment of the business
with the highest profit margin

- Focused all strategic planning on this one specific market segment

- All marketing dollars went toward this same market segment as well


SUCCESS RESULTS

- Revenues doubled over 3 years

- Profits increased by 250%




Sample case study #2 - Exit strategy


CHALLENGE

Business owner wanted to phase out to 20% involvement in the company
over a 2-year period


STRATEGY

- Management Solutions developed a plan for hiring a person who could grow into
running the company over 2 years, allowing the owner to cut his work time significantly


SUCCESS RESULTS

- Management Solutions conducted an employment search and interviews,
finding a strong candidate

- Worked with the owner and the new hire through a 1-year learning curve

- New hire assumed over 80% of the responsibilities within 18 months

- New hire is also a potential buyer for the business when the owner decides to sell

- A potential buyout over a period of time will allow the seller to spread the income
over a few years

- The buyer will be able to spread purchase payments over a few years




Sample case study #3 - Getting ahead of the curve


CHALLENGE

- Company had a weak organizational structure, was loosely managed,
and was behind on invoicing and other administrative functions

- Company was also not returning customer calls on a timely basis,
resulting in numerous complaints


STRATEGY

- Management Solutions worked with them to tighten up
financial reporting, increase staffing, change the organizational
structure, and improve customer service skills


SUCCESS RESULTS

- Profitability has increased two-fold

- Customers are happy

- Invoices and collections are timely

- Management is focused and consistent




Sample case study #4 - Acquisition


CHALLENGE

- Owner wanted to grow his company faster than normal
sales and marketing would allow


STRATEGY

- Management Solutions conducted a search for a company in the
same field that might be a viable acquisition target


SUCCESS RESULTS

- Management Solutions found a company that had
an owner contemplating retirement

- Began negotiations which resulted in the acquisition of this company,
also allowing expansion into another West Coast region




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