When the Roberts family approached us in early 2024, their third-generation logistics company was on the verge of collapse. Faced with mounting debt, outdated systems, and declining client retention, they were desperate for a turnaround but unsure where to begin.
The Challenge
The business, based in the Midwest United States, had once thrived on regional freight contracts but was struggling to compete in a digital-first market. A combination of rising operating costs, inefficient internal processes, and poor cash flow management had left the company unable to meet loan obligations. The owners feared they would have to file for bankruptcy.
Our Approach
Our team began with a full diagnostic review of the company’s financial and operational health. Working closely with our Commercial Finance Brokerage and Business Advisory divisions, we developed a multi-phase plan that focused on:
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Debt Restructuring: Renegotiated terms with lenders, converting short-term liabilities into manageable long-term obligations.
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Digital Modernization: Introduced new logistics software that automated inventory tracking and improved client delivery timelines.
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Strategic Partnerships: Identified and facilitated a strategic alliance with a regional e-commerce platform, opening new revenue channels.
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Talent Realignment: Conducted an internal restructure, placing experienced team members in key leadership roles.
The Outcome
Within nine months, the business returned to profitability. By Q2 2025, revenues had increased by 37%, customer retention had risen significantly, and the company secured a major distribution contract with a national retail chain. Today, the Roberts family business is not only surviving — it’s thriving in a competitive landscape.
What the Client Had to Say
“We were emotionally and financially drained. This team didn’t just advise us — they rolled up their sleeves and helped rebuild our company from the inside out. We’re forever grateful.”
— Catherine Roberts, CEO
