Case Studies
TRANSFER OR OUTRIGHT SELL?
Case Study Problem: We completed an engagement which involved a family business that had revenues into the nine figures. The owner had inherited the business from his father, and under his tutelage for the last 30 years it had grown quite large and was very...
RELUCTANT FATHER AND CAPABLE SON
Case Study Problem: The CEO of a $30M family-owned business had brought his three children into the company even though they were not qualified at the time. Despite their lack of business skills, the children had been given senior management positions. The company had...
FROM CONFLICT TO CAREER LAUNCH
Problem: A young executive, seemingly destined for a bright future with the company, was having a series of conflicts with a receptionist. These conflicts included her lack of job conscientiousness, a “snippy” and disrespectful attitude, and a dismissive arrogance...
Should the Son Take Over
Problem: The CEO of a long-established manufacturing company was having difficulties with regard to his company’s succession plan. The business, started by his father, had grown under his leadership and experienced very significant growth. He was considering retiring...
Take the Money and Run
Problem: The problem was that an owner of a manufacturing company was accustomed to operating the company as her own personal piggy bank. She found a weak response when she presented the idea of selling a majority of stock to her management team. The result of this...
Any Virtue to an Excess is a Vice
Problem: The dilemma was that a leader involved in the field of compliance auditing had a style that was very black and white, right and wrong. He tended to alienate people because he was very diligent and harsh with other people. When it came to people who were slow...