National Produce Enterprise

Financial Consulting (Business Restructuring)

Terra West Group was engaged by a prominent national produce brand seeking strategic financial advisory and analysis services in preparation for their business restructuring plans. Our client specializes in growing, processing, marketing, and distributing premium vegetables and value-added products cultivated in a multitude of regions throughout California, Arizona, and Mexico.

Business Background

Our client's company operated under a single business entity handling the bulk raw produce and the value-added product lines.  As the value-added segment continued to grow with success, they recognized the need to continue expanding upon this component of the business to develop a competitive advantage and gain additional market share.

Proposed Objective

Recognizing the need to optimize their operations, improve efficiency, and maximize profitability, they considered splitting the segments into two separate legal operating entities. These divided strategic business units would operate independently from one another, each managing their own product lines, budgets, and strategic planning units.

Strategic Solutions

  • An economic feasibility assessment, quantitative and qualitative analysis, and identification of benefits/costs associated with client’s growth objectives and transition.

  • Collaboration with the corporation’s top-level management to formulate a financial strategy and business plan to separate the strategic business units.

  • Development of a comprehensive financial model and information system incorporating industry performance metrics, enabling the client to measure, evaluate, control, and improve the performance of their business segments.

  • Presentation of materials for the board of directors, summarizing findings, financial analysis, projections, and recommendations for the proposition under consideration.

  • Hilarides Dairy

    “Terra West Group provides financial and administrative expertise to my business. With the analysis they provide, I am able to make well-informed strategic decisions. Their financial management allows me to focus on day-to-day operations without the added burden of addressing the various financial responsibilities of my business.”

  • Frazier Nut Farms

    “We’ve had a long-standing relationship with Terra West Group. Their understanding of our finances and operations was valuable when assessing the existing conditions and opportunities pertaining to our real estate portfolio and business. Terra West Group acted not only as our real estate representative but also as our financial advisor and worked closely in collaboration with our CPA and attorney. The insight and knowledge they brought to the table was valuable.”

  • Silveira Holsteins

    “Terra West Group delivered exceptional results in managing the sale of our dairy operation. Their understanding of the dynamics of the dairy industry, markets and business gave us peace of mind. We trusted them to navigate the complexities of our sale, and they delivered beyond our expectations. I highly recommend Terra West Group to anyone in need of professional real estate services.”

  • Golden Sand Orchards

    “It was such an advantage working with the Terra West Group as our representative because of their financial experience and agricultural backgrounds. They understood what we needed and helped us find a property that fit our business operation needs.”