Case Studies

The Pain Point: A firm owned by three partners with equal shares in the company. One of the three partners felt he was being kicked out, while the other two felt he was quitting. The relationship had soured and the three could no longer work together.

The Pain Point: A lawyer passed away in an accident, and he was the entire business. His widow had no plan, no insurance, and no strategy.

The Pain Point: An owner was diagnosed with cancer and, after an initial recovery, the cancer came back worse than the first time.

The Pain Point: A business owner decided he was done after running his business for 35 years and wanted to either sell his company or shut it down by the end of the year.

The Pain Point: A three-partner company received an unsolicited offer, and while the price sounded good, they had no idea what the company was actually worth to decide if the price was fair.

The Pain Point: Company was struggling with the COVID-19 pandemic and kept fighting to keep its doors open.

The Pain Point: Three brothers inherited the business from their father, but one of the sons wanted to go in a different direction.

The Pain Point: The daughter of a business owner wants her dad to retire, but he wants to “die at his desk”.

The Pain Point: A business partner, with 10 years of experience over his Junior partner, wants out. The senior partner is the base of the entire company, with his name on the business, and without him, the value of the company wasn’t as high as he expected.