Case Studies

Written by Platinum Group’s partners and members, our Case Studies chronicle scenarios we have encountered working in various capacities in multiple industries. They are invaluable snapshots of processes we have perfected over time, and while some are industry specific, most are timeless and applicable in many situations. Overall they exemplify the value of identifying broad-spectrum issues and working them down to a palatable level to strategize a solution which everyone involved can be satisfied with. While we have them organized into our signature categories, some examples may overlap and be applicable to more than one group. So browse through our experience; by doing so we hope you can gain insight into making your own business more valuable.

Turnaround

Cash Flow Management

Workout / Restructure

Sales & Operations

Consulting

Growth

Operations

Performance / Financial Management

Investment

Revenue Crisis

Ownership Exit

Announcements

Events

A monthly transition story and roundtable discussion for successful business owners pursuing next steps in their businesses and lives.

Featured topic for March: Two Options for Finding Successors

Over 18,000 family or closely held business owners in Minnesota will come to a realization in 2012 that it’s time to turn the reins of leadership and ownership, over to someone else. Where will today’s owners find the right person or team to make this transition possible? Our experience shows that succession can easily take five years or longer to envision, plan, select, develop and implement. And a lot can change over five years.

Join us March 13th to learn more about family and privately held succession plans. Using real case studies presented by Transition Resource Group members we will look at options for finding successors for your business.

With real situations as the catalyst, we expect lively questions and dialog around why and how these succession plans developed and were successful.

Our Transition Forum is confidential with voluntary participation. There is no obligation or cost beyond your breakfast each month. Trusted advisors are welcome when accompanied by a client or business owner approaching transition . . . someone who has moved from dreaming to worrying about how to step into real transition. Owners – bring your transition advisor!

The Transition Breakfast Series will be held at 8000 Norman Drive, Bloomington in the 2nd floor conference room (watch for Platinum signs). The event begins at 7:30 a.m.

Cost is $25 in advance or $30 payable at the door. Please e-mail Donna Gray with questions, or if you are unable to attend after registering. We hope you will join other business owners in learning from shared transition experiences.

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