Case Study

Broadline Wholesale Distributor for Restaurants & Grocery Retailers

Family-owned business, specializing in wholesale distribution to restaurants and grocery stores.


$200 million


Food & Agribusiness, Wholesale Distribution

Services Provided

Turnaround & Business Restructuring, Enterprise Performance Improvement


Recurring year operating losses and liquidity crisis resulting on bank lender defaults. Company operations had deteriorated with transition to second generation ownership resulting in weak internal controls, inaccurate pricing, and unprofitable product and customer mix.


  • Implemented internal controls throughout operations from order processing to deliveries to warehouse controls to distribution management.
  • Implemented revised purchasing practices with vendors to attain proper volume discounts, and updated customer pricing to properly include distribution and delivery costs. Reduced vendor charge-backs and invoice discrepancies.
  • Reorganized processes and management related to in-bound transportation and distribution/delivery practices to reduce overall movement costs to customers.
  • Built out and assisted with cash management, collections, and order to shipment cycle management to reduce work capital needs.