A Regional Company

A Regional Company

Situation Analysis:

Following 20 successful years of operations, internal evaluation revealed that the age of the founder, lack of succession planning and cyclical peak in customer end markets created the need to consider strategic options.

Our Assessment Revealed:

  • Great brand name
  • Great business model and track record
  • Limited management team
  • Enormous growth story involving building out a national platform
  • No forecasting or planning

The JKMA Process:

Fully developed the national growth story with a detailed blueprint for the sale process
Expanded the financial staff to prepare for the transaction
Tightened financial controls consistent with the new growth story

The Results:

The company was sold in a very successful sale for a very strong multiple