Case Study Reference
Definition
The Case Study Reference is the pair of fictional companies — Advanced Solutions and Rockin’ Times (Rockin’ Times) — used throughout Module 2 to illustrate how the three lenses of value work in practice. Both companies share identical revenue (1.5M), but differ dramatically in how sustainable, predictable, and transferable their cash flow is.
Advanced Solutions represents the typical owner-operated company: revenue concentrated in a few clients, owner deeply embedded in operations, EKG-style cash flow patterns, high company-specific risk. Rockin’ Times represents what Advanced Solutions could become after executing the Ownership OS — diversified revenue, professional leadership team, smooth trailing-twelve-month cash flow, and a business that runs without the owner.
Why This Matters for Owners
Same revenue. Same EBITDA. Dramatically different valuations, deal structures, and outcomes. That’s the whole point. The case studies prove that how you make money matters more than how much you make — and that the gap between the two companies is entirely within the owner’s control.
Key Numbers
Advanced Solutions (Point A): Enterprise value 5.7M (after 3.18M, net proceeds 5.9M.
Rockin’ Times: Enterprise value 7.95M (5.96M, net proceeds $4.72M.
Advanced Solutions (Point B — Year 5): Enterprise value 21M (paid off debt, 16.2M, net proceeds 16M.
Where This Concept Appears
Connections
Module: Module 2: Expand Knowledge Milestones: M4, M5, M6
Key Concepts Referenced: