
real life case studies from real life clients
THE PROOF
Transferring a Family Business to the Next Generation
Having a non-family mediator in the room during family business conversations helps us sharpen our ideas, make clear decisions, and keep moving forward.
Selling Your Business To A Key Employee
I felt like I wanted to sell my company internally. I was worried about selling to an outside firm, and whether they’d take good care of my employees.
Buying Out a Silent Partner for 100% Business Ownership
I was sitting there as a 50% owner – because I had a silent partner, and I had been chewing for a few years on how I was going to buy back his stock.
Increasing a Printing Company’s Value in Preparation for Sale
We’d gotten to the point where continuing to grow the business would require a greater investment of time and capital than I was willing to invest at my age.
Pushing Through a Growing Company's Plateau
After enjoying eight years of organic growth, Ashley’s business had hit a wall…
Divvying Up a Family-Run Sand and Trucking Operation in SC
After four generations of family ownership, Jason and his two older brothers had begun to question whether it was time for succession or an exit strategy.
Selling After Exponential Growth
When Pendleton Street Business Advisors came across Jessica’s anxious musings on the exponential growth of her business — and whether she was ready to sell to any one of the numerous investors who had come knocking at her door, they got curious.
Managing Assets After an Insurance Industry Merger
I needed someone who could take care of my portfolio and the assets that came out of that merger, someone who could maximize the return without me having to be hands-on…
Making the Most of a Quick-Turnaround Sale
We were at the end of ourselves. The business was doing well, but we didn’t have the time and energy to devote to it, or to make sure it kept growing.