Case Studies

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.

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Strategic Financing and Win-Win Buyout

He always used his runs to relax and think through things, great and small. Today, he had to finally face an issue that had troubled him for years.

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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.

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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.

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