Client Overview and Story
A.D. Moyer Lumber is a fourth-generation family-owned business providing Southeastern Pennsylvania with high-quality building materials. Their expertise spans every stage of construction and remodeling, including engineering and design, from foundation to finish—equipped with all the tools needed to get the job done right the first time.
Much like Herbein, which was founded at a kitchen table and now has 14 offices, A.D. Moyer Lumber was started by a tireless entrepreneur who put client satisfaction at the forefront of all priorities.
The Herbein Partnership
A.D. Moyer's partnership with Herbein spans decades, built on shared values and a deep understanding of family-owned businesses. Mike Cross, who joined Herbein in 2017, has worked with the Moyer family for over 47 years—and across three generations. Reflecting on this partnership, Mike shared:
When I started working with the Moyer family, it was evident as to why the company had been successful. My role in working with them was to provide the guidance to help meet their goals, and joining Herbein allowed us to bring more resources and depth to meet their evolving needs.
Mike Cross
Senior Advisor, Herbein
A key part of this relationship has been Herbein's ability to balance financial considerations with the personal dynamics unique to family businesses. By aligning decisions with A.D. Moyer's long-term vision and values, Herbein has played an instrumental role in positioning the business for future success.
"Herbein takes the time to understand what we're looking to accomplish and align it with our vision for the future. They listen to our goals and then build a clear path and framework to help us achieve them," shared A.D. Moyer Owner, Alex Moyer, emphasizing the importance of working with advisors who truly understand and support the long-term success of your business goals.
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Challenges & Opportunities
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1
Economic Navigation
Over the years, Herbein has been a trusted partner for A.D. Moyer, helping them navigate through economic shifts and market volatility. Through strategic financial advisory services, A.D. Moyer has maintained its stability and growth despite changing economic landscapes.
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2
Operational Excellence
Managing operational complexities became increasingly crucial as the business expanded. Herbein provided comprehensive HR support and operational guidance, enabling A.D. Moyer to streamline their processes while maintaining the quality standards they're known for.
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3
Succession Planning
As a 4th-generation family business, A.D. Moyer faced the critical challenge of integrating new family owners. This process went beyond mere ownership transfer—it required carefully preserving the company's core values, vision, and culture that have sustained it for decades. With Herbein's expertise, they successfully laid the foundation for future generations while maintaining their strong family business legacy.
Outcome & the Plan
The succession planning process and final plan were built on key components that ensured a smooth transition and delivered meaningful outcomes:
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Business Continuity & Legacy
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Employee Well-being
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Buy-Sell Agreement Review
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Strategic Growth Opportunities
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Business Valuations
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Leadership Retreats
These trips are a perfect blend of navigating tough conversations and celebrating the strength of a strong team.
Alex Moyer
Owner, A.D Moyer
Succession Planning for Advisors
The transition of key advisory relationships is a critical component of ensuring long-term success for any business. But what about ensuring your team of advisors has a succession plan, too? A.D. Moyer had built a strong relationship with Herbein over decades, working closely with advisors like Mike Cross, who were deeply familiar with the company's operations and values.
Recognizing the importance of continuity, Herbein took a proactive approach to ensure a seamless transition when it was time to expand the advisory team supporting A.D. Moyer.
Alex Moyer shared, “Herbein's approach to this transition gave us confidence. They ensured a seamless handoff by introducing us to a broader team years in advance, each team member brought their own expertise while maintaining a deep understanding of our business.”
Today, Herbein has built a network of experts across various specialties, including taxation and recruiting, to ensure businesses like A.D. Moyer have access to the expertise and continuity they need to thrive. This layered approach means A.D. Moyer can rely on specialized support that aligns with their unique goals and challenges.
Building a strong relationship with A.D. Moyer over the years has been an honor. They're not just committed to business success and excellence—they prioritize their people and communities, creating a strong, values-driven culture. I'm excited to support their continued success in the years ahead.
Corey Robinson
Partner, Herbein
Herbein has rebuilt the trusted relationships we've always valued—now with a broader team and expanded support. With their expertise and continuity, we know our business is in the best hands.
Alex Moyer
Owner, A.D. Moyer
What's Next
If you truly care about this business, you have to think beyond your own existence.
Alex Moyer reflects on the importance of forward-thinking
A.D. Moyer is focused on building upon its strong legacy and continuing its leadership in the building materials industry. With a commitment to quality, innovation, and its people-first approach, the company is prepared to meet changing market demands while staying true to its core values.
One example of this forward momentum? Recently, A.D. Moyer opened a brand-new retail store at its Kutztown yard, expanding its offerings and enhancing the customer experience with expert design services and a hands-on shopping environment. And with its strong vision for the future, A.D. Moyer continues to grow while staying true to the values that have made it successful for generations.
To learn more about A.D. Moyer, their story and services visit www.admoyer.com