Galloway Consulting Group
Galloway Consulting Group
for
Vantage Logistics

A plan to keep more of what you built

Galloway Consulting Group for
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A plan for Vantage to keep more of what you built.

Everything we discussed — built into one place for Gary, Chad, and the Vantage team.

Recorded for Gary, Chad & the Vantage team
Up to 22%
EBITDA improvement in Year 1
15–20%
Valuation lost in due diligence without proper prep
90 days
To measurable operational outcomes
100%
Implementation-focused. Not just a report.

What we heard from your team.

From our conversations with Gary and Chad.

01
Exit readiness anxiety
"We need to get our house in order before we talk to buyers. We just don't know where to start."
Clear motivation, no clear path forward.
02
Margin erosion
"Our margins have been shrinking for two years and I can't tell you exactly why."
Cost leakage with no visibility into the source.
03
Consultant fatigue
"We've had consultants before. Both delivered a report. Nothing changed."
They need implementation and accountability, not another deck.
04
Leadership alignment
"Chad and I don't always see eye to eye on how fast to move."
Internal alignment is part of the work — not just operations.

How we work.

Three phases. Ninety days. Built around your operation.

Phase 1
Diagnostic
Phase 2
Recovery
Phase 3
Exit Ready
Phase 1
Operational Diagnostic
Days 1–30
Full operational assessment across your network
Labor cost and margin benchmarking
KPI baseline established
Gap analysis delivered to leadership team
Phase 2
Margin Recovery & Optimization
Days 31–60
Implementation of cost reduction initiatives
Management reporting system stood up
Process documentation for buyer review
Weekly check-ins with Chad and Tom
Phase 3
Exit Readiness & Buyer Narrative
Days 61–90
Financial story built for M&A context
Data room preparation begun
Leadership alignment sessions with Gary and Chad
Buyer FAQ and objection preparation
Case Study: Regional 3PL, Southwest US
"We thought we were 18 months from being ready. Galloway got us there in 90 days."
— CEO, Pinnacle Distribution Services ($28M family-owned 3PL)
The Challenge
Two PE firms walked away.
Father-son ownership team couldn't get past initial due diligence. Financials told one story, operations told another. No buyer would commit.
The Playbook
90 days, three phases.
Operational diagnostics across four warehouses. Labor cost restructuring. KPI implementation. Built a buyer-ready financial narrative from scratch.
The Outcome
Closed above asking.
Cleaned up the operational mess, eliminated buyer friction during diligence, and drove a premium exit valuation. No surprises.
$1.2M
Annual savings implemented
18% → 24%
Gross margin improvement
$3.2M
Above initial valuation
7 months
Engagement to closed deal

Client details anonymized. Results specific to this engagement.

The agreement.
Clear boundaries. Mutual commitments. No surprises for either side.
The Boundaries
Our Mandate
Full operational diagnostic across your entire network
Margin recovery — implemented, not just identified
Exit-ready financial narrative and data room prep
KPI dashboard built and operational by Day 60
Leadership alignment between Gary and Chad
Weekly check-ins and on-site presence throughout
Out of Scope
Legal or tax advisory
Broker or investment banker services
IT systems implementation
HR restructuring or terminations
Real estate or lease negotiations
Mutual Commitments
What Galloway Brings
Dedicated three-person team for 90 days
On-site presence at every facility in your network
8 completed deliverables — not drafts, not recommendations
Direct senior partner access throughout the engagement
What We Need From Vantage
1 hour/week with Gary and Chad — non-negotiable
P&L and cost data for the last 24 months
Access to all facilities and operations leadership
Timely feedback on deliverable drafts (48-hour turnaround)
Need us after the 90 days? Ongoing advisory available — same team, same access, month-to-month.
$15,000/mo
Build your own business case.
Drag the sliders to your most conservative estimates. The math still works.
Your assumptions
Pre-filled based on our assessment of Vantage's current position. Drag to adjust.
Annual labor savings $200K
$150K$600K
Historical Avg
Due diligence retrade risk reduction 8%
5%25%
Historical Avg
Current enterprise value $24M
$15M$50M
Industry exit multiple 4x
3x8x
Engagement cost
$95,000
Fixed fee. 90-day engagement. All-inclusive — no change orders, no overages.
Cash Returns Year 1
$200K*
Annual labor & ops savings
Realized cash flow that hits your P&L from day one. These are hard dollars — not projections.
Pays for itself in ~173 days
Exit Value Impact
$800K**
EBITDA uplift on valuation
Savings drop to EBITDA, multiplied at your industry exit multiple.
$1.9M**
Retrade risk mitigated
Clean diligence means buyers don't find reasons to renegotiate price.
Combined potential impact $2.9M
$200K cash + $2.7M exit value

* Cash savings based on realized outcomes across 14 mid-market logistics and industrial services engagements. Actual results depend on implementation.
** Projected. Exit value assumes an active sale process. Actual results depend on market conditions, buyer appetite, and deal structure.

Your investment.
One engagement. Three phases. Everything included.
Engagement fee
$95,000
Includes
  • All three phases (Diagnostic, Optimization, Exit Readiness)
  • Weekly leadership check-ins throughout
  • Up to 8 on-site days across Mesa, Chandler, and Tucson
Your deliverables
Operational Diagnostic & Gap Analysis
Executable Cost Reduction Plan
Deployed KPI Dashboard
Standardized SOPs Installed
Exit Readiness Scorecard
Buyer-Ready Financial Package
M&A Positioning Deck
Leadership Transition Playbook
Payment structure
$35,000
At engagement start
$35,000
Day 45 milestone review
$25,000
Day 90 — final presentation
No retainer required after engagement. Ongoing advisory available at $15,000/month.
or
Appendix

Rules of engagement.

The questions Gary and Chad will want answered before signing.

What if we're not ready to sell yet?

That's actually the best time to do this work. Exit readiness isn't about selling tomorrow — it's about running the business in a way that maximizes your options. The operational improvements we make pay for themselves whether you sell in 6 months or 6 years.

How much time does this take from our team?

Gary and Chad — roughly 2 hours per week for leadership check-ins. Tom and the operations team — a few hours during the diagnostic phase for interviews and data gathering. We do the heavy lifting. That's the whole point.

What happens if the engagement doesn't produce results?

We've never had that conversation. In 30+ mid-market engagements, every client has seen measurable improvement by Day 60. That said — the Day 45 milestone review exists for exactly this reason. You see real results before the final payment is due.

We've hired consultants before and nothing changed. Why is this different?

Those consultants probably delivered a report. We deliver implemented changes. Ryan Torres will be on-site at your facilities running the work — not presenting slides from an office in another state. The deliverables aren't recommendations. They're completed systems.

Can we start with just the diagnostic phase?

We don't offer the phases separately. Here's why: the diagnostic without implementation is just another report on a shelf. The three phases are designed to build on each other — the diagnostic informs the implementation, and the implementation feeds the exit narrative. Splitting them would compromise results for both of us.

What do you need from us to get started?

A signed engagement letter and the first milestone payment. From there, we schedule the kickoff within one week. We'll send a short data request — P&L, org chart, facility layouts — but nothing that should take more than an hour to pull together.

DM
Derek Malone
Managing Partner, Galloway Consulting Group