Case Studies
Your Most Pressing Business Problems: Solved
Business plan creation is the core of our business model. Our decades of experience in finance and advisory capacities put us in a unique position to identify complex issues that are impeding your growth and apply solutions that effectively remove the obstacles.
Case Study: Supporting the Transition from Employee to Equity Partner
Our client was a career hairstylist at a critical juncture in her career. She had an offer to join a new salon venture as a co-shareholder, but would be required to sell a minority stake in her current salon to take advantage of the opportunity.
Though there was much excitement about the new business, without accurate financials and forecasting, giving up what had been a comfortable living seemed like a risk.​
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Square One Advisors provided the following services:
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Forecasting potential revenue for the new business
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Highlight key opportunities and risks
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Provide a comparative cash flow between the existing and the new venture
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Provided compelling arguments to help negotiate higher dividends from the existing business
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Offered insights into the fair valuation of her stake
​Success
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Based on our forecasts and reports, our client was able to make an informed decision about her future.
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“The Square One team took the time to understand my goals and concerns and was able to provide me with a data-driven report that gave me the confidence to negotiate my worth and move forward with this life-changing decision.”
Case Study: An Exit Strategy Beyond Initial Expectations
A CFO of an established, successful family bakery was seeking an exit and wanted to secure the best possible price for selling her stake in the business.
The family had previously worked with a Big Four firm, which had crafted a report and valuation based on the bakery’s most recent financials.
Square One analyzed the report and identified a rationale to support a significantly higher valuation.
Services provided included:
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Crafting compelling arguments to support the higher valuation
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Identifying and addressing potential counter-arguments from other stakeholders
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Coaching the client on how to approach these counter-arguments
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Recommend a fair price for the partner’s stake
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Producing a compelling letter to shareholders that substantiated the request for a higher valuation
Success
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Our client successfully sold her stake in the company for a price that exceeded initial expectations and offers.
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“Square One’s strategic support was integral to these negotiations, which were even more complicated because it involved family. The stakes were high, but the team delivered on every point! The result was amenable to everyone, and we are all better off for Square One’s expertise.”