Business Lab Clients

Business Lab has helped over 50 second stage companies bring new discipline, rigor and measurable success to their finances, business model, strategic leadership and resource allocation.  

Some clients have just recently moved past the start-up stage, with only a handful of employees. Others are firmly in the second stage, with multiple offices and a staff in the hundreds.  
"Most consultants give you a plan and say 'good luck'. But Business Lab worked closely with me and my team, helping me put their growth plan into action every step of the way. Now I can get back to the part of my business I enjoy most."
Larry Larson, Founder
Larry's Coffee


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​CLIENT PROJECT SUMMARIES:

Specialty Manufacturing

$5M - $15M 
Annual Revenue 
COREBASE / PRO-2
  • Worked with the CEO/owner of 45-yr-old business to explore strategic options for business sale and raise capital
  • Led pre-deal work to present company advantegeously in the market prior to listing
  • Created data package to optimally position the business for transaction
  • Advised owner throughout negotiation process
  • Provided counsel and professional guidance to gain buy-in and support of management team
  • Acted as relentless owner advocate and provided ongoing guidance post transaction to maximize value

Specialty Manufacturing

$5M - $15M 
Annual Revenue 
COREBASE / PRO-2
  • Provided a rapid financial and strategic assessment to determine the business' pre-sale condition and recommend the specific steps necessary to prepare for sale 
  • Advised investors on the best process and practices for selling a portfolio company
  • Served as a board of advisers on a monthly basis to provide guidance and direct strategy implementation 
  • Established specific financial metrics and targets on pricing, costing, and contribution margin
  • Served as owner’s representation for preliminary deal conversations with a potential acquirer to position the company in the best light and provide greater management team depth

Specialty Manufacturing

$3M - $5M 
Annual Revenue 
COREBASE / PRO-2
  • Guided the preparation process for a planned business transition / sale and helped connect the dots with the other deal participants (CPAs, attorneys, bank, etc.)  
  • Cleaned up the internal financial statements to increase the bank's confidence in the company’s financial statements, allowing the bank to reduce interest costs for the company and increasing the company's borrowing capability to fund future growth

Dental / Specialty Manufacturing

$1M - $3M 
Annual Revenue 
COREBASE / PRO-2
  • Provided strategic guidance and owner’s representation services to the owner and leadership team
  • Helped manage professional relationships with CPA and wealth manager 
  • Introduced the owners to additional professionals with “front of the line” access to key people instrumental in their future business and advantageous for personal wealth management and optimization 

Restaurant 

$3M - $5M
Annual Revenue
COREBASE / PRO-2
  • Worked with the leadership team to identify key leadership challenges and provide clear strategic guidance with mileposts and specific action steps for positioning for growth  
  • Advised the leadership team in the creation of an equity sharing relationship between the owners 
  • Led the development of creative financing package for a new location using a combination of bank debt and leasing options while mitigating / reducing risk for the owners simultaneously 

Specialty Construction

$3M - $5M
Annual Revenue
COREBASE / PRO-2
  • Worked with owner and leadership team to assess pricing and costing information and surgically increase prices in key business segments
  • Significantly increased the usefulness of their financial information and reporting to provide better management decision making support  
  • Moved profitability from break even to double their industry benchmark by evaluating individual business segments and coming up with a specific business and pricing strategy for each business unit

Professional   
Services

$1M - $3M
Annual Revenue
COREBASE / PRO-2
  • Provided ongoing strategic guidance during a period of rapid growth, including leadership team development
  • Helped build supporting infrastructure to facilitate growth and maintained bank relationships ensuring adequate access to cash as needed to finance growth  
  • Led quarterly management team meeting with key staff to provide financial guidance and helping staff understand how to perform at a higher level financially
  • Created a bonus structure to reward key people without creating higher overhead using performance based incentives
  • Guided and advised key professionals (insurance agents, CPA, wealth management people, etc.) as an advocate for the owner’s interests