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Case Studies

13) A multi-billion dollar company is again trying to purchase us. They have increased their last years offer 50% and made us a written offer of $10's of millions of dollars. Another multi-billion dollar company has called and is scheduled to come see us in 10 days. Do we sell all, do we sell part, what terms/conditions are important, is it enough money, etc.? This is a major business decision that will have huge impact we'd like to make a really smart decision. What thoughts, ideas, or wisdom do you have?

14) We've gone from six to 75 employees and will celebrate our second full year in business in a few days. How do we control this growth and become a household word in the Texas/Southwest market?

15) I have some new and unexpected short-term capital needs related to a great success in a new key segment of our business which is about to explode. What are ideas/sources for this capital?

16) I lead a management buy-out of the company I have worked for ten+ years. How do I dramatically increase, in fact double sales over the next five years.

17) A few days ago my V.P. of Sales, and our #1 and the #2 salesman all resigned effective immediately 10 minutes apart and I found out they were all hired by a competitor. What do I do to protect my company and also continue our track record of over 15+ years of increasing sales?

18) In the last two years we have moved into a much larger facility for our specialized product needs, but we lost our largest client and our second largest client has been hit hard and so their orders are down 50%. How do we both increase sales/profits dramatically and also improve our balance sheet by raising some more capital?

19) Just closed on two acquisitions in the last month, growing very fast, targeted to close very, very soon on another acquisition and my CFO and banker are getting cold feet and want to delay. Should I back off or continue full speed ahead or some other alternative?

20) I want to better manage and oversee the 15 businesses we have major financial stakes in. How to get closer to my children and wife and after so much business success, what do I really want to do when I grow up? How can I motivate myself to take better care of my personal health?

21) I need some ideas on how to get into a specific huge potential client?

22) Some time back we landed a nice size account, but it was a little out of our area and strategic focus. However, after consideration we decided to take on this account. It has now mushroomed and is putting pressure on our main focus and cash flow. The cash flow is serious but even more serious may be the stress/conflict it is causing between my partner and me. How do we manage these things and survive?

23) Can we keep up our compound growth rate of 15%+ over the last 30 years for the next 10-15 years, especially when three of my four direct reports are leaving within the next year to go to other organizations?

24) Our 18 month old firm has two different organizations pushing $10,000,000+ of capital at us under very different terms. Which one should we take and how do we proceed?

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