Success Stories
Client Comments
“The quality our business delivers is paramount. As the owner, I’m focused on the day-to-day operations because I have to be, so it’s been a challenge for me to step back and take an objective look at business processes and high-level plans.
The Perimeter Advisors Value Assessment Workshop™ posed questions about my business that I wouldn’t have thought to ask. Karin’s insight and expertise provided me with valuable recommendations, many of which I’ve implemented, to increase value and plan for the future.”
Brock Haldeman
President and Creative Director
Pivot Design, Inc.
Chicago, Illinois
“We would like to thank you for the learning experience that we have shared. Building a business plan is a daunting task, but, through your efforts, we have built a “living document” that will give our business the compass it lacked. Thank you for being so patient and especially for asking all those thought provoking questions.”
Dan Castaneda
VP of Operations
Lalo’s Hospitality Group
North Riverside, Illinois
“Karin has educated us on cash flow concepts. She has enabled us to understand why we always feel poor and how to determine whether that is really true. More importantly, she has provided us with tools so that our cash flow statements can become a guide for our actions.”
Jack Sambo
President
Sawing and Shearing Services, Inc.
Blue Island, Illinois
“Karin is a bright, enthusiastic new board member who brings a fresh, strategy-driven perspective to our business. I’m confident that we have much to learn from each other as we share our business experiences over the next few years.”
Greg W. Osko
CEO
Trust Company of Illinois
Glen Ellyn, Illinois
“In May of this year we hired Perimeter Advisors to facilitate a 3-year Business Planning session. The two day session was incredibly productive and Karin created an environment for lively discussion and focused planning. We now have an inspired document with specific goals to keep our business strategy on target. Many thanks Karin!”
Tim McGuire
President/Founder
Cutters Inc.
Chicago, Illinois
Recent Projects
Consumer Products Manufacturer
Working closely with the management team of this profitable, mid-sized player, Ms. O’Connor led a series of strategic planning meetings resulting in several key decisions involving infrastructure investment and divestiture of under-performing product lines.
Not-for-profit Human Services Agency
As a Board member of this agency, which serves more than 4000 clients with disabilities each year, Ms. O’Connor provided valuable and objective input on managing growth in a manner which best serves the agency mission while mitigating risk. She also advised the agency on issues related to expansion, focus, and infrastructure.
Regional Truck Leasing Companies
Ms. O’Connor initiated discussions which led to a successful merger. Buyer was able to expand operations into a contiguous geography and has realized both economies and marketing benefits. Seller freed up capital and management resources to invest in core business in Europe.
Information Technology Equipment Distributor
During a severe liquidity crunch, Ms. O’Connor determined that a large dollar amount owed to company’s primary vendor threatened to destabilize its already tenuous bank relationship, putting continued existence in jeopardy. She initiated a restructuring with both the vendor (converting the payable to a note on favorable terms) and the bank lender, giving the company time to implement profit-improvement strategies.
Computer Leasing Company
Company’s competitive environment was dictating a need to choose between rapid growth and selling out. Shareholders wanted to pursue growth path but were facing capital constraints. Ms. O’Connor structured an infusion of junior capital that facilitated additional growth without diluting ownership. Company has since become a leader in its industry.
Manufacturer of High-Technology Packaging Products
Ms. O’Connor spearheaded the successful refinancing of the company’s bank debt on favorable terms during a difficult financing environment. While profitable, the company was relatively small ($10 mm in annual sales) and had very little in the way of tangible assets to pledge.
