PeakRatio case study

The business we did everything to save, and then advised closing

I was brought in to read the real position of a specialist engineering business, an oil-and-gas fabrication firm that a private investor had acquired and was trying to turn around.

The situation I walked into

It was a business built by one man over decades, doing genuinely skilled, specialist work. He died, it passed to the next generation, and by the time a private investor bought it, it had been drifting for years, with money already put in more than once.

Two things had gone wrong at once, and they fed each other. The market was moving away underneath it, the main buyer had gone to cheaper overseas manufacture and the order book was shrinking, and the business was not being run to that new reality. The cost base and the spending had not come down to match a smaller market, and decisions were being made on habit rather than on the numbers. A shrinking market can be survived. A shrinking market that a business will not right-size to usually cannot.

What I did

The first thing I did was tell the truth about the position, early: this was structural, not a wobble a quick fix would solve.

Then we tried everything to save it anyway, because you owe the business and its people that:

The outcome

We won some work. We proved what could be recovered and what could not. And when the market had genuinely been exhausted, I sat down with the owner and gave the honest recommendation: stop investing, and close it, in an orderly way, rather than put more money after a business the market had already left.

That is the advice nobody wants to give. Done properly, after everything has genuinely been tried, it is often the most valuable thing an adviser can do, because it protects the owner from losing more chasing a recovery that was not there to be had.

What it means for you

Most businesses are nowhere near this point. The same honest read that told this owner to stop usually finds the opposite: the specific things that can be fixed, the revenue that can be secured, the cost that can be cut, the market that is genuinely still there. The value is the honesty either way, someone who will tell you the real position and what it actually supports, not just the answer you were hoping to hear.

If you want a straight read on where your business really stands, that is what the diagnostic is for, and the Ratio Check is the free five-minute place to start.

Want the read on your business?

Fifteen minutes, no obligation. Tell me what's heavy about running the business right now, and I'll tell you honestly whether the diagnostic would help.

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