Case Studies

Each client's situation is different, so the goals vary from case to case. Kellogg Associates has had some dramatic successes.

Please click on the links to the right to view a sample of our case studies.

Case Studies

• Management buyout of Family-Owned Business
• Return National Tour Operator to Profitability
• Quick-Casual Restaurant Franchisee obtains growth capital
• Medical Products OEM Supplier
• Employee Stock Ownership Plan
• Turnaround Operations and Obtain New Financing
• Strategic Planning and Outside CFO
• Lender With a Substantial Problem Loan
• New England Community Bank
• 40-Year-Old Family-Owned Apparel Manufacturer
• Fast-food Franchisee
• Jewelry Wholesaler
• Start-Up Construction Equipment Manufacturer

What Our Clients Say

“David has been the ideal facilitator for helping our fifty-year-old $35M family hardware business complete the generational transfer of ownership to management. He handled all the internal and external stakeholders with professionalism and decency that resulted in everyone feeling heard, respected, and well served. I will forever be thankful for his steady hand making this financial and emotional transition for our family a success rather than a replay of a Shakespearian tragedy.”

- Greg Kidd
  Co-Founder and CEO, GlobaliD
  Founding Partner, Hard Yaka

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