Client Success

Our depth of experience includes start-ups, mature companies, turnarounds,
and high growth companies across a multitude of industries.*


with a limited and vulnerable customer base finds 35% growth in new markets.

  • Analyzed total customer base to find new target market segments
  • Developed a marketing and sales approach for new markets


Growth in New Markets

Consumer Bus Company

market leader attacked by competitor with massive price reductions avoids 30% gross profit reduction.

  • Management contemplated dramatic price changes to avoid market share losses
  • Led market research study – unique customer insights motivated a customer loyalty program
  • Client maintained their optimal gross margins


Gross profit reduction avoided

Transportation Group

seeking to revitalize sales group grows revenue by 30% and establishes a 45-year company sales record.

  • Formed a new sales strategy and consultative methodology
  • Developed customer events, sales advisor roles, and aligned compensation
  • Created a custom sales training program


Growth of Revenue

Liberal Arts College

facing closure during an economic recession loses its major funding source. College remains viable with turn-around strategy.

  • Led the development of a strategic plan for the board and presentations to numerous financial institutions
  • Secured major capital source and college went on to strengthen and grow enrollment

Restart Capital


experiencing flat sales develops new profit center for a 30% increase to the bottom line.

  • Analyzed sales history and found underserved retail categories with profit potential
  • Created a new merchandising strategy for one underdeveloped category
  • Improved financial reporting abilities to bring deeper clarity for the leadership team on all merchandising categories


Increase to the bottom line

Professional Service Firm

lacks clear visibility in financial reporting. New methodology finds $600,000 of unknown annual profit leakage.

  • Analyzed financial operating results and financial reporting system
  • Assisted client in forming a new financial reporting module to prevent hidden profit leaks
  • Visibility led to a new pricing strategy and better expense controls

Found from unknown annual profit leakage

*We take our clients’ confidentiality seriously. We are always pleased to provide both client and professional references upon request.

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