Resolving Family Conflict in a Manufacturing Succession
Three siblings—two active in the business and one not—faced conflict over succession and asset division. With Iron Wheel, The succession completed smoothly.
Client: Multi-Generation Manufacturing & Repair Business
Industry: Family-Owned Business
Challenge
Three siblings—two active in the business and one not—faced conflict over succession and asset division. The active siblings would not meet together, and the parents were caught between preserving family harmony and ensuring a fair business transition.
Iron Wheel Solution
Conducted a neutral assessment of family dynamics, roles, and equity expectations.
Developed a dual-division structure, giving each active sibling responsibility for separate business units.
Created a governance and communication plan to reduce friction and align decision-making.
Structured an equitable transition, with delayed non-business assets for the non-involved sibling.
Outcome
The succession completed smoothly. Both active siblings assumed leadership of their divisions, the non-active sibling received equitable value, and the family celebrated Thanksgiving together the following year—successfully preserving relationships and business continuity.
Building Recurring Revenue and Achieving a Successful Exit in Home Services
The business relied on one-time repair work, creating uneven revenue and limiting growth potential. With Iron Wheel, subscriptions expanded from 400 to 5,000 households, significantly increasing recurring and repair revenue.
Client: Regional Home Services Company
Industry: Trades / Field Services
Challenge
The business relied on one-time repair work, creating uneven revenue and limiting growth potential. The owner wanted to stabilize income and position the company for eventual sale without losing operational control.
Iron Wheel Solution
Helped design and roll out a subscription-based maintenance program with paid semi-annual visits.
Supported implementation of customer renewal and tracking systems to manage recurring contracts.
Guided the owner in opening a third location, expanding the company’s footprint and service reach.
Coordinated with advisors to structure a sale that preserved ownership of the real estate assets.
Outcome
Subscriptions expanded from 400 to 5,000 households, significantly increasing recurring and repair revenue. The company was sold to private equity, while ownership retained the properties—creating both liquidity and ongoing rental income.
Increasing Profitability and Valuation for a Regional Paving Company
Despite strong demand, the company’s profitability was constrained by inconsistent job costing, limited backlog visibility, and owner dependency in sales and estimating. With Iron Wheel, the company achieved a 58% valuation lift
Client: Regional Paving Contractor
Industry: Trades / Construction Services
Before Iron Wheel
Revenue: $9.8M
EBITDA: $950K
Valuation: $4M
Challenge
Despite strong demand, the company’s profitability was constrained by inconsistent job costing, limited backlog visibility, and owner dependency in sales and estimating. Financial records were not optimized for buyer confidence.
Iron Wheel Solution
Implemented financial reporting and job-costing systems to improve visibility and accountability.
Introduced a leadership development and delegation plan to reduce owner reliance.
Guided owners through operational cleanup and valuation preparation for a future sale.
After Iron Wheel (20 months)
Revenue: $12.4M (+26%)
EBITDA: $1.3M (+35%)
Valuation: $6.35M (+58%)
Outcome
With stronger systems, profitability, and transferability, the company achieved a 58% valuation lift and was well-positioned for a successful transition.
Scaling and Selling a Professional Services Firm
A founder-led education company relied on small-group sessions and direct owner sales, limiting scalability and valuation. With Iron Wheel, the company’s value grew from 3.5x EBITDA to 8x at sale.
Client: Medical Education Company
Industry: Professional Services
Challenge
A founder-led education company relied on small-group sessions and direct owner sales, limiting scalability and valuation. Processes were informal, and the business depended heavily on the owners’ personal relationships.
Iron Wheel Solution
Partnered with owners to recruit and train new instructors, reducing dependence on the founders.
Redesigned the sales process, shifting focus from small groups to institutional clients with recurring contracts.
Collaborated with the company’s financial and legal advisors to document operations and prepare for valuation.
Outcome
The company’s value grew from 3.5x EBITDA to 8x at sale. The owners exited at a premium price, with a scalable, transferable model and minimal owner reliance.