Case Studies & Project Examples

Get a Sense for What We Do

Case Study #1

Issue:
A Lodging company had reached a point of decision on what to do for the future. It had been a while since everyone got together to discuss the future.

Project:
SMCG facilitated a strategic planning session and guided the group to confront some consensus issues.

Result:
The company has a solid roadmap for the next 5-years and are communicating better.


Case Study #2

Issue:
A rafting company wanted to sell but was getting no interest despite being on the market for a while.

Project:
SMCG generated a valuation of the business calculation and determined that the asking price was too out of line.  It was also revealed that the value of the business has plummeted due to market pressure and a change in management.

Result:
The company decided to rebuild the brand and add value back into the company so that it can achieve a superior asking price in the future.


Case Study #3

Issue:
An individual  wanted to retire from his current line of work and purchase a hunting outfitter.

Project:
SMCG assisted in the location of a suitable business for sale, and then assisted the buyer in negotiating a fair price.  SMCG also helped the new owner navigate through state and federal permit and license rules to ensure timely approval.

Result:
The new owner was able to close the deal and get licensed in record time.  The purchase price was negotiated down to a realistic number the new owner could afford.


Case Study #4

Issue:
An outfitter wanted to sell and didn’t know where to start.

Project:
SMCG assisted the company in developing a sales prospectus, calculated an asking price range and referred the outfit to a broker specialized in marketing outdoor recreation companies.

Result:
The outfit sold in record time, and the owner got more then he originally thought he could.  This was largely due to identifying the hidden value of several aspects of the outfit that are hard to find.


Case Study #5

Issue:
A Guest ranch had a great location, facility personnel and offering, but lacked growth and was unsure how to proceed.

Project:
SMCG developed a marketing plan that was within the company’s budget, referred them to a web master for a web site makeover, and assisted them in designing a 13 point marketing and sales promotion.

Result:
Bookings are way up for the company and they are now enjoying the business, whereas they were considering selling it before.


Case Study #6

Issue:
An outdoor recreation company had a son that he wanted to bring into the business, but was concerned about the level of talent and commitment.

Project:
SMCG created a leadership development plan for the son and designed a training format for him to learn all aspects of the business on a rotational basis.

Result:
The son has learned a lot, is excited about the company, and is communicating openly with his father about his future.


Case Study #7

Issue:
A highly successful outfitter with multiple lines of business was starting to pay more taxes than should have been necessary.

Project:
SWCG came up with a multi-entity ownership and inter-company structure to legally defer income and generate deductions in areas not previously taken.

Result:
The company has generated s much if not more cash but is paying less tax.


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