Case Study 1

48 Walkley Road,
West Hartford, CT

phone: 860.232.9858
fax: 860.232.9438

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CEO of a growing company is nearing retirement.  The management team is not deep or ready to take over.  There are no family members active in the company, and there is talk of selling to an ESOP.  We assessed the organization with a SWOT analysis and long term financial forecasts to position the management team for the buy-out.  In addition, we assisted the organization with team building, process mapping, and value stream mapping systems.  Additionally, the owner began to develop a board of directors, using the advisory board process to eventually convert to a governing board.

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