Case studies
Welcome to our Case Studies page, where we dive deep into the success stories of real business owners and entrepreneurs who have navigated the challenging waters of business transactions with Sagewood Advisors at their side. These case studies offer a unique glimpse into the journeys of our clients, showcasing the diverse industries, complex challenges, and exceptional outcomes we’ve helped achieve. Each case study reflects the individual goals, aspirations, and circumstances of the business owners we’ve had the privilege to work with. As you explore these real-world examples, you’ll witness how Sagewood’s strategic guidance, expert navigation, and unwavering dedication have played a pivotal role in propelling businesses toward transformative success. So, buckle up and get ready to embark on a captivating journey through our case studies—the ultimate testament to the power of our tailored approach to business transactions.
SALE OF ICONIC FISHING TOURNAMENT BUSINESSES WITH A WINNING OUTCOME
MERGERS & ACQUISITIONS ADVISORY
Darrell Van Vactor, one of the owners of Crappie USA and King Kat, faced a unique challenge when his partners were ready to retire, and he desired to remain involved with the company. However, Darrell lacked experience in valuing the business and was uncertain about the potential buyers and the best way to find them. To protect the company’s reputation and confidentiality, he sought a more robust service than what local brokers offered.
SALE OF REGIONAL MICROBREWERY
MERGERS & ACQUISITIONS ADVISORY
After years of owning and managing the Wind River Brewing Company, the Watts decided that they were ready to move on. They wanted more time to focus on the two other companies they owned, and they wanted to travel.
The couple soon realized that even though they were experienced business owners, had no idea how to move forward.