Case Studies for Business Owners
Real examples of strategy, preparation, and outcomes
Specific results vary based on industry, market conditions, and business readiness. Each case study reflects an individual situation.
Every business sale presents its own set of challenges. Timing, valuation, market conditions, and owner goals all influence the strategy required to achieve a successful outcome.
The case studies on this page highlight real advisory engagements with business owners who worked with George & Company. Each example outlines the situation, key considerations, and the approach taken to address them. While details are shared with discretion, these case studies are designed to provide insight into how preparation, strategy, and informed decision-making can impact results.
These examples are not meant to represent a one-size-fits-all solution. Instead, they illustrate how thoughtful planning and experienced guidance can help owners navigate complex transactions and position their businesses more effectively for sale.
Phillips Precision
After more than 30 years, the founders of Phillips Precision sought a thoughtful transition for their precision manufacturing business. George & Company guided both sides through valuation, buyer outreach, diligence, and negotiation, ensuring continuity for employees and customers. The result was a strategic owner-operator acquisition that set the company up for long-term growth.
Progression Brewing
The owner of Progression Brewing faced a declining craft beer market but had a profitable, well-run business with a loyal following. George & Company identified a financial buyer and navigated complex SBA financing challenges, ultimately selling near asking price while preserving upside potential. Relationships and trust were key to the successful transaction.
New England Bailing Wire
When the owner’s health declined and his son chose not to continue the family business, George & Company stepped in to value and market New England Bailing Wire. Within six months, the company sold to a regional firm, preserving jobs and key operations. Careful planning and employee considerations ensured a smooth transition in challenging circumstances.
Abbey Glass
After 42 years in business, Abbey Glass’s owner wanted to slow down and sell, but skill barriers and post-COVID market fluctuations complicated the process. George & Company helped maintain operations and financial performance while navigating the market. The business sold to a buyer with synergistic opportunities, preserving employees and ensuring a successful transition.
Yankee Mattress
Founder Joseph Noblit faced a common small business challenge: retirement with no family successor. George & Company guided him to a unique solution—selling to Teamshares, creating employee ownership. The transition protected all employees, preserved the company’s legacy, and ensured long-term growth while allowing the founder to retire with confidence and peace of mind.