In its 40+ year history, PCC has participated in over 1000 perpetuation and/or exit strategies, making us both a pioneer and leader in designing and implementing comprehensive assessment of ownership options for privately held, mid-market companies. Provided here are insights into a number of actual cases. These Case Studies shed light on proprietary strategies and succession solutions.
Perpetuation Involving a Strategic Sale
Starting with $750 in 1968, R. Lorenzo invested in used lithography equipment to begin a printing services business in a mid-sized, mid-western city. As it turned out, his timing wasn’t the best.
Twin Track Strategy and Restructured ESOP
The company was nationally ranked among the best of its kind. But, when business turned soft in the mid-90s, neither Mackay nor anyone else was prepared for the outcome.
Identify and Vet CEO Candidates
Al has built a successful accounting practice to support his wife, three sons and a daughter. One of his valued clients – an established tool & die company – asks him for help to offer the company for sale.