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Steve Tate

Former Owner, Goat Lady Dairy

We started our business, developed a great product, and established a popular brand. But as retirement neared we had no idea how to prepare to sell the business.

Thankfully, we found Andy! He conducted a complete analysis of our business model, costs of production, and profit model. This analysis showed us we were NOT ready to sell but could get there with the right transition plan. He helped us better understand our true costs of production and how to increase our profit margin. Over four years Andy guided us through our transition.

We started with a business almost unsellable but with Andy’s expertise and wise counsel our transition ended with a successful sale three times our initial expectation.

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