Retail & e-commerce · $22M revenue at engagement
Revenue was strong and climbing, and the plan had stopped keeping up with it. Underneath, years of fast decisions had left the family’s assets tangled up with the trading business.
Two tracks, run together. Growth: reset the plan and the operating cadence with the owner, reviewed against the numbers month by month. Structure: designed the separation of family assets from trading risk — strategy designed by Seven Capital, implemented by the client’s lawyers and accountant.
$22M → $32M revenue · +$4M net profit · family assets restructured apart from trading risk