Case in Point

Case in Point is a series created by David Shlagbaum.

Although the facts and circumstances that these case studies are drawn from are our own experiences, they do not resemble any particular person and all the events are fictitious.

Case in Point is a blog that showcases the various types of engagements that we are often retained for and the advice we are able to offer.

Case in Point: The Case of the Untrusting Uncle

The Enterprise Carnegie Logistics Inc. is a successful trucking company, doing business in Ontario, Quebec and the Eastern seaboard. It is valued at $25 Million. Two brothers, Charles and Rick, started the business 45 years ago. Rick died suddenly last year, leaving all of his shares to his son, Bobby. The Players Charles, age 65, […]

Case in Point: The Case of the Ménage a ‘Deux’

The Enterprise Northern Comfort Inc. (“Northern”) is a business that was established in the early 1990s by two sisters, Paula and Christine. It has grown to 30 retail stores, specializing in fine linens and bath accessories, located in major malls across Canada. Going Caj Inc. (“Caj”) is a business that was established in 2010 by […]

Case in Point: The Case of the Day of Reckoning

The Enterprise Steele Architects was founded by Charles (Chuck), and his younger brother, Stewart, 45 years ago. The firm handles midsize commercial and industrial projects and has also undertaken high profile retail and residential work. Most of its work is centered in Canada but they have also been engaged on projects in the US, Mexico […]

Case in Point: The Case of the Blind Shoulder

The Enterprise Shop Partner Inc. (“Shopco”) has an online retail loyalty rewards business. It competes for market share with a number of companies centred in Ontario and on the West Coast and has, over the past 35 years, evolved into a significant player, securing an impressive roster of retail clients. Over the last few years, […]

Case in Point: The Case of the Uneven Even

The Enterprise Tom Kendry started Kendry Pools in 1970. Kendry Pools designs and installs pools and patios for high end residential and resort facilities in the GTA and the Golden Horseshoe, with licensed distributors in California and Nevada. Tom has a home in Oakville, a cottage in Bracebridge, a winter home in Palm Springs, as […]

Case in Point: The Case of the Glitters

EconPharm Products Inc. is a Burlington, Ontario based manufacturer and distributor of generic drugs and naturopathic products. It holds numerous Canadian and US patents and its products are sold through a network of distributors across North America. It was established by a young chemist named Hank Carver in 1971 and has steadily grown its market share over the years, with annual revenues now approaching $50 Million.

Case in Point: The Case of the Crafty Shooter

The Enterprise Canterbury Auto is a successful auto dealership in London, Ontario, established by Gus Genovese in the early 1960s. Gus later brought his daughter, Sophia, into the business and, 5 years ago, Sophia bought 50% of the business from her dad and has just finished paying off the purchase price. Gus is in his […]

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