Case Study

Strategic Planning at a Family Business


A family-owned lumber supplier providing quality building materials throughout the Midwest.

The Story

The Challenge

The client was at a point where it was ready for a change in strategy but was unsure of what strategic direction to take. At the same time, a succession plan had not yet been formed that would allow for a smooth transition to the next generation.

The Choice

The response

Bâton Global was enlisted to guide the client through key strategic decisions that would affect the company’s future direction.

The Results

Strategy and succession planning helped establish a long-term vision for the family enterprise, with clarified roles for the future.

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