Client: Trailer Tech 
Key Contact: Evan DeLeede
Industry: Manufacturing (Trailer and Tiny Home Importer)

Trailer Tech and Cabin Tech, importers and manufacturers of trailers and tiny homes, have seen substantial growth and success with the guidance and support of Altias Advisory. The impact of Altias Advisory’s services on TrailerTech and CabinTech and how Evan DeLeede, the Managing Director, leveraged these services helped to overcome significant business challenges and achieve remarkable growth.

Evan faced several critical challenges that required expert guidance and strategic advice to navigate effectively. These challenges included managing a business sale, an acquisition, structuring corporate growth, integrating new technologies, and handling both personal and business accounting needs.

Key Challenges:

  • Business Sale and Acquisition: Evan sought to sell one of his businesses and needed guidance on structuring the deal. Simultaneously, he was approached by a competitor interested in a business acquisition, requiring strategic advice.
  • Corporate Growth and Structure: Trailer Tech experienced rapid growth, moving from a backyard business with under $1M in revenue to generating 200% growth year on year under the guidance and management of Altias. This growth necessitated enhanced corporate structure, asset protection, tax minimisation, and employee share schemes.
  • Technological Integration: The business primarily relies on spreadsheets and is being provided with support in adopting new supply chain and CRM systems to streamline operations.
  • Personal and Business Accounting: Evan required comprehensive advice covering both personal and business matters, including tax returns and trusts.

Solutions Provided by Altias Advisory

Altias Advisory provided comprehensive support to TrailerTech and CabinTech, addressing critical areas of financial and strategic management. Their solutions were tailored to meet the unique needs of Evan and his businesses, ensuring effective management and growth.

Financial and Strategic Advisory:

  • Business Sale and Acquisition: Managing Director, Ben Johnson and the team at Altias Advisory engaged in regular discussions with Evan, offering valuable insights on deal structuring, negotiation, and communication strategies.
  • Corporate Structure and Growth: Altias helped in setting up a robust corporate structure, ensuring asset protection, tax efficiency, and the implementation of an employee share scheme. Their guidance was instrumental in managing both company’s exponential growth.
  • Technological Advancements: Ben’s proactive approach towards technology adoption is helping Trailer Tech and CabinTech transition from spreadsheets to advanced supply chain and CRM systems, despite the daunting nature of these changes.
  • Personalised Financial Management: Ben’s comprehensive understanding of Evan’s personal and business financial landscape allowed him to provide tailored advice for Evan and his family.

The relationship with Altias Advisory has been transformative for Trailer Tech, delivering significant business growth and improved decision-making capabilities. Evan attributes a large part of his business growth to the strategic advice and support provided by Altias.

Key Results and Impact:

  • Exponential Growth: Under Ben’s guidance, Trailer Tech scaled its operations from under $1M in revenue to generating 200% growth year on year.
  • Enhanced Decision-Making: The regular conversations and feedback from Ben empowered Evan to make informed decisions, driving both personal and business growth.
  • Direct Communication: The ability to contact Ben directly for immediate advice provided Evan with a sense of trust and reliability, distinguishing Altias Advisory from competitors.

Evan DeLeede, reflecting on his experience with Altias Advisory, shared:

“Ben and his team at Altias Advisory are incredible. They offer all-encompassing and multifaceted accounting and business advice. Ben isn’t your standard accountant; his approach is holistic, covering both personal and business matters. He has significantly helped me on both fronts. Regular conversations with Ben, where he provides insightful advice and feedback, have been crucial to my growth goals. His guidance has empowered me to grow both my business and myself personally.”

Why Trailer Tech Chose Altias Advisory

Evan was referred to Altias Advisory by his bookkeeper and was immediately impressed by Ben’s accessibility and personalised approach. After exploring a number of firms, the key reasons for choosing Altias Advisory included:

  • Direct Access to Expertise: Evan valued the ability to call and text Ben directly, fostering a strong personal relationship and trust.
  • Holistic Financial Management: Ben’s all-rounded approach, covering personal and business finances, ensured comprehensive advice and support.

Altias Advisory has been a pivotal partner in Trailer Tech’s journey, providing indispensable financial and strategic guidance. Evan DeLeede’s experience with Ben and the team at Altias exemplifies the profound impact of personalised, accessible, and multifaceted advisory services on business success.