Thomas E. Strauss Inc. Case Study

Siblings often have different opinions and priorities, which are a normal part of family life, especially if there are large age gaps between siblings. But those differences can become a source of uncertainty for employees and middle management when it comes to running a family-owned business. Owners with different views, commitment levels, and personal situations can cause concern when there isn’t a succession plan in place.

"They’re interactive, proactive, and see beyond the day-to-day."

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Benchmark Construction Case Study

Since its beginning in 1985, Benchmark Construction
Company has relied on the Walz Group to deliver superior
service and expert accounting advice. Benchmark, a company
with annual revenues of over $100 million and a dedication
to continued growth, views Walz not just as a resource,
but as an integral member of their team.

"They’re a trusted partner and advisor for us."

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Caldwell, Heckles & Egan Case Study

Peter Egan, President of Caldwell, Heckles and Egan, has kept his construction firm profitable by knowing how to bid projects and complete them under budget. Peter has trusted Steve Geisenberger and the full Walz Group team for over 30 years to guide him in understanding each job’s overhead, profitability and opportunity

"Steve is one of the reasons we are a litigation-free construction company with sixty million dollars a year of annual revenue."

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Hodge Tool Company Case Study

International manufacturing company Hodge Tool Company faces an intricate system of production and compliance issues unique to the manufacturing industry. By partnering with us for our tax services, financing acumen, and customized professional services, this Lancaster-based business has the support they need for continuous development in a complicated, competitive industry.

"(The Walz Group) has the best plan put in place for the best cash available to support growth."

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Lancaster Orthodontic Associates Case Study

Doctor Manish Lamichane might not have gone to school for business, but when he became a co-owner of Lancaster Orthodontic Associates (LOA), he needed to think like an entrepreneur. Tim Kershner and the Walz Group team supported these efforts by providing a base of expertise to support every decision. This expertise helped to guide discussions of capital purchases, building locations for possibilities of expansion, and targets for overhead and salary. Sometimes the meetings were scheduled, and sometimes the doctors needed an answer on the fly.

"Tim is available every single time we decide to run something by him. I can’t overemphasize that."

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