Client Impact

Case Study 

Strategic Transformation

Case Study 

 Increased Market Valuation

CASE STUDY:

Strategic Transformation Background

5

Family-owned manufacturing business, owners engaged day-to-day

5

Emphasis on new product development

5

Long term goal; sell the business within 5 years

Handsome businessman feeling embarrassed after bad news

Challenge

5

Management team effectiveness

5

Stalled sales, slow growth, growing pains

5

weak management delegation skills

Approach

5

Assessment of each functional department, metrics

5

Developed a culture of increased trust and open communication

5

Instituted systems and reporting procedures

Businessman showing OK approve or like signal with thumb  raise up. Successful concept.

Results

5

Improved operational efficiency, increased customer satisfaction

5

Growth through new channels

5

Right people in the right place focused on the right things

5

Business achieved sales price upwards of $8M

Case Study

 Increased Market Valuation

CASE STUDY:

Increased Market Valuation Background

5

Privately held professional services firm, owner positioning company for sale

5

different standards of professionalism, HIGH TURNOVER

5

Inconsistent processes, systems, structure and communication

Challenge

5

Decisive point for direction of company

5

Many priorities, few documented or standardized processes

5

wrong people in management positions

Approach

5

Coached executives and staff

5

Developed a culture of increased trust and open communication

5

Developed standardized best practices and instituted a high performance hr function

Results

5

Consistency in functional operations

5

Cohesive, collaborative leadership team

5

Business expansion, addition of high caliber employees

5

Business achieved sales price upwards of $25M

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