When the owner had to consider changes to the executive leadership team in order to continue the company's growth, he sought the expertise of The C&H Group. Senior level restructuring can be a challenge for any company's growth, so the goal was to maintain a positive work atmosphere while eliminating some key employees.

C&H was retained to evaluate the existing equity and compensation structure, the management team and reporting relationships, the existing Buy-Sell Agreement, and the corporate governance structure. C&H developed and analyzed several preferred ownership transition scenarios for consideration that met the needs of the owner while ensuring business continuity for growth.

Details included:

• Reviewed the financial statements, tax returns, pro forma's, buy-sell agreement, employment agreements and other pertinent documents for the exclusive purpose of identifying alternatives to modify the compensation of key executive and restructure the equity capital of the business, each supported with an assessment of risks and opportunities which should be considered.
  
  
• Interviewed each member of the Board of Directors and the primary shareholders to confirm shareholder objectives and business goals as perceived individually and collectively.
  
  
• Advised the client on properly structuring the selected alternative transaction, and coordinating the process with their business advisors.

The C&H Group completed comprehensive due diligence and provided objective and constructive advice to the owner which allowed him to make a difficult decision without personal biases. He was able to restructure his company and continue its revenue growth.

"Meg and Korri were knowledgeable and ethical. I would use
the C&H Group for future problem solving or directions to
improve the professionalism of my company."
-Owner