Case Study : 40-Year-Old Family-Owned Apparel Manufacturer

Hired By A 40-year-old family-owned apparel manufacturer in order to:

1. Analyze strengths and weaknesses in business model, given current economic and market conditions. Reports were prepared for the Advisory Board and Lender.
2. Identify cost cutting opportunities.
3. Prepare and present projections for lender.
4. Negotiate revised credit terms with lender on behalf of the company.
5. Sell the company and obtain additional employment contracts for both owners, in order to realize the most value for stockholders.

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• 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

“Because of Dave's large-bank experience and his desire to work with small entrepreneurial companies, he is able to be a highly effective bridge between entrepreneurs and financing sources. He provides much more, however, by getting directly involved with the details of the business plan.”

- Randy Spencer, CEO
  Concordia Manufacturing, LLC

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