Case Studies

Sean Laurie approached Mark in 2017, sparking a conversation:

“Our business is not delivering to our expectations and we need to be prepared to make some significant decisions.”

The first step was to review AA Laurie & Co’s financial processes and ensure both parties had a thorough understanding of where the business was positioned, and predict where it was heading. 

Once fully informed, the decision was made to sell holding and relocate capital to another investment in another state. At that point AA Laurie & Co knew where they wanted to be positioned, and understood what risks they were prepared to accept. 

They say, “Mark's process of ensuring that all risks were identified, quantified and managed was critical, through his contacts we were introduced to another consultant who helped us achieve our investment goals and we are well placed to deliver our strategic objectives.”