Case Studies

Our Clients

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Case Studies

Who We Help

We work with businesses large and small and in-between, and we work within all stages of a business’ life cycle. Here is a small sampling of people we’ve helped.

Kennebec Co.

If you’re looking for custom kitchen cabinetry – or cabinetry for any room – that fits your home’s architecture,
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Green Thumb

Green Thumb is a year-round, full-service nursery and greenhouse – a community centerpiece – located in
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Downeast Windjammer

Look no further to see the pristine beauty of Acadia National Park and surrounding islands than from the deck
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Automation Integrators

Automation Integrators applies innovative thinking and advanced technologies
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Clients & Services

Date Industry Service
2018 Convenience Store & Gas Station Valuation / Business Brokerage / CRE Sale
2018 Hospitality Valuation / Business Brokerage / CRE Sale
2018 Medical Retail Business Sale / Valuation
2018 Restaurant Startup Analysis & Viability Study
2018 Medical Practice Turnaround & Viability Study; Startup Analysis
2018 Cabinetry & Millwork Valuation & Ownership Transition
2018 Hospitality Refinance
2018 Municipality Marketing & Sale of Multiple City-Owned Lots
2018 Daycare Center Valuation / Business Brokerage / CRE Sale
2018 Cafe / Bakery Valuation / Business Brokerage
2018 Childhood Education Center Startup Planning
2018 Property Restoration Turnaround & Viability Analysis
2017 Fitness Center Valuation / Business Brokerage
2017 Custom Instrument Manufacturer Succession Planning
2017 Tire Service & Car Wash Chapter 11 Bankruptcy & Restructuring
2017 Substance Abuse Facility Business Divorce & Restructuring
2017 Partnership with Multiple Interests Business Divorce & Forensic Accounting
2017 Residential Real Estate QuickBooks Management & Rebuild
2017 Salon & Spa Business Brokerage / Valuation / CRE Sale
2017 Brewpub & Brewery Business Brokerage / Valuation
2017 Manufacturing – Specialty Product Turnaround
2017 Restaurant Startup – Financial Projections & Financing
2017 Pharmacy Chapter 11 / 7 / Restructuring
2017 Restaurant Startup – Financial Projections & Financing
2016 Convenience Store Business Sale / Valuation
2016 Restaurant Chapter 7 / Liquidation
2016 Drycleaner Chapter 7 / Liquidation / CRE Sale
2016 Restaurant Startup – Financial Projections & Financing
2016 Lumber Yard & Retail Refinance
2016 HVAC Service Fractional CFO
2016 Tree Service Business Sale / Valuation
2016 Entertainment – Family Restructuring / Turnaround
2016 Manufacturing – Farming / Food Startup / Fractional CFO
2016 Independent Living Facility Restructuring / Turnaround
2016 Independent Living Facility Chapter 11 / Restructuring
2016 Court-Ordered Liquidation Receivership
2016 Construction Specialty Refinance
2016 Manufacturing – Food Business Sale / Valuation
2016 Plumbing / Heating Chapter 13 Plan / Restructuring
2015 Manufacturing Chapter 7 / Liquidation
2015 Entertainment – Family Startup – Fractional CFO
2015 Hospitality Refinance ($2,300,000)
2015 Automotive Transport Refinance ($960,000)
2015 Residential Cabinetry Mfg Succession Planning / Valuation
2015 Advertising Agency Refinance ($790,000)
2015 Entertainment – Family Start-up – Fractional CFO
2015 Medical Practice Business Sale / Valuation
2015 Apple Orchard & Family Entertainment Chapter 11 Plan
2015 Manufacturing- Food Products Restructuring/ Turn Around
2015 Food Innovation & Sales Explosive Growth- Fractional CFO
2015 Engineering Firm Explosive Growth- Fractional CFO
2014 Manufacturing Restructuring/ Turn Around
2014 Convenience Store Restructuring/ Turn Around
2014 Excavation Restructuring/ Turn Around
2014 Residential Property Chapter 13 Plan
2014 Residential Cabinetry Mfg Business Acquisition Funding ($1,083,400)
2014 Manufacturing & Retial Restructuring/ Turn Around
2014 Manufacturing Facility Acquisition Funding ($595,000)
2013 Electrical Service Provider Facility Acquisition Funding ($925,000)
2013 Call Center Facility Acquisition Funding ($2,035,000)
2013 Cruise Line & Ferry services Chapter 11 Plan/Restructuring
2013 Medical Practice Chapter 11 Plan
2013 Automotive Transport Reorganization/Restructuring
2013 Lumber Yard & Retail Acquisition Funding ($1,900,000)
2013 Landscape & Nursery Acquisition Funding ($1,125,000)
2012 Independent Living Facility Court Appointed Receiver- Turn Around
2012 Insurance Acquisition Funding ($360,000)
2012 Construction AR Collection
2012 Construction Cash Management/ Refi ($2,400,000)
2012 Hotel & Motel Court Appointed Receiver- Sell
2012 Construction & Storage Establish Financials
2012 Engineering Firm Growth Management/ Capital ($200,000)
2012 Paving Company Turn-around Management
2012 Real Estate Development Workout with Bank
2012 Call Center Expansion & Acquisition Funding
2011 Transportation Business Management
2011 Excavation Cash Management
2011 Hotel & Motel Court Appointed Receiver
2011 Vending Games Court Appointed Receiver
2011 Development Development Funding
2011 Call Center Expansion Planning & Financing ($240,000)
2011 Fine Cabinetry Financial & Cash Management
2011 Political Campaign Financial Management
2011 Commercial Cleaning Financial Management
2011 Commercial Cleaning Financial Planning- Growth Mgt.
2011 Travel Agency Initiate Reorganization Plan
2011 Development Land Acquisition Funding ($1,800,000)
2011 Lumber Yard & Retail Refinance ($4,000,000)
2011 Spa & Salon Refinance, Compensation work
2011 Medical Practice Start-up Financing ($390,000)
2011 Fire Protection Enterprise Turn-around Planning
2011 Boxes & Bag Distribution Turn-around Planning
2011 Newspaper Turn-around Planning
2011 National Food Franchise Turn-around/ Restructuring /Ch 11 ($6MM)
2011 Construction Industry Reorganization
2010 Restaurant Refinance/Sale
2010 Re-Cycling Acquisition Funding
2010 Automotive Repair Financial Management & Turn-around
2010 Trucking Initiate Reorganization Plan
2010 Commercial Painting Refinance
2010 Recycling Corporation Refinance
2010 Custom Boat Builder Refinance ($1,400,000)
2010 Cabinetry & Millwork Refinance ($250,000)
2010 Cleaning Products Distribution Reorganization through Bankruptcy
2010 Bottle Redemption/ Quick Stop Start-up Financing