Testimonials
Jupiter
Company “Jupiter” engaged ER to assist with buyout structure from parent group. ER designed new structure, transition terms and provided ongoing CFO services including planning, reporting, and financial controls management and oversight. Jupiter has experienced phenomenal bottom-line growth with one of founders taking early exit at more than 10x return in less than five years.
Peer Ranking: Top 10%
ER Strategy: Disciplined Growth
Pluto
Company “Pluto”, a medical services firm, retained ER to provide business oversight with primary focus on debt reduction and market expansion. ER designed staff productivity improvement measures, enhanced reporting and controls, and set aggressive debt paydown. Pluto’s term debt was eliminated ahead of 24-month target. Owner’s income doubled from initial levels. Recent market expansion strategy of expanding new markets has resulted in acquiring several practices with ROI payback in less than two years.
Peer Ranking: Top 10%
ER Strategy: Productivity Enhancements & Market Growth
Galaxy
Company “Galaxy” retained ER to assist with strategic planning. Galaxy was focused on high-growth retail sector but heavily dependent on seasonal and cyclical economic sales cycles. Additionally, their supply chain was very restrictive and contra-profitable. ER helped identify new marketing opportunities to mitigate risk of economic cycles including start-up and acquisitions of vertical businesses. Galaxy has remained profitable as competitors fail during economic decline and has seen its asset base triple and is positioned extremely well for rebound.
ER Strategy: Vertical Positioning and Market Expansion
Buffalo
Company “Buffalo” engaged ER to provide guidance with start-up and breakaway from parent group. Entrepreneur’s possessed the passion and knowledge to provide product leadership but needed financial guidance. Buffalo was profitable during first year of operations and continued phenomenal growth. Buffalo was recently named SC Small Business of Year.
ER Strategy: Financial Guidance
Seaport
Company “Seaport” engaged ER to mesh its operations into recently acquired parent company. Seaport’s founders sold the company for what they thought was an extremely attractive price. ER implemented MBO incentive programs, formalized planning and identified niche M&A targets to propel company value. Company was sold to mega international firm for 5x investment in less than five years.
ER Strategy: Productivity system design and M&A management
Morse
Company “Morse” retained ER services to assist with business turnaround. Morse was losing money at accelerating pace. ER focused on cost reductions, niche acquisitions, effective planning and management staffing to help engineer turnaround. Company was sold to international elite firm for 2x revenues and 15x EBITDA.
Street
Company “Street” engaged ER to provide CFO services to assess potential acquisition candidate. ER reviewed strategic fit, financial value, and culture viability of candidate company and made recommendations that reduced offer price by 25% with justification to present to selling company. Deal was consummated with favorable market acceptance that saw stock price increase 50% within six months.
ER Strategy: M&A review and valuation