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CASE STUDY

Advice that Yielded an Extra $4 Million to One Client

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When Steve’s self-led attempt to sell his logistics company for $12 million collapsed during due diligence, he realized he wasn't as ready as he thought. This case study details the three-year transformation that addressed customer concentration, upgraded financial systems, and redesigned executive incentives. Learn how professional preparation turned a "stuck" deal into a $16 million all-cash exit.