Regional logistics company

The situation

An owner-managed logistics business with a loyal customer base. The owner was planning succession, and reporting was limited to annual accounts.

What the Group did

• Acquired a majority stake, with the owner retaining a minority holding and staying on for a transition period.
• Introduced monthly reporting and a 13-week cash forecast in the first 30 days.
• Tested a new route-planning approach on one depot before rolling it out.
• Provided shared finance and accounting support from the Group.

The result

Illustrative outcome: clearer visibility of cash and margin within the first year, and a management team prepared to lead the business after the owner steps back.

This case study is a fictional sample. It does not describe a real company, and the outcome is illustrative only.