Category Archives: case

Develop/ Execute Triage Plan for Business-Risk Management and Knowledge Capture

The New York Division of Retirement Services (DRS) supports and operates one of the largest pension and benefits programs in the nation, with millions of beneficiaries. A management audit surfaced substantial risk, due to the fragmented systems and processes, AND the pending swell of baby-boomer retirements of key employees from within every department, and at every level. We facilitated a

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Build Transformational Leadership to Drive Customer Engagement

The president of a well-established health sciences company was faced with the need to change the way the organization interacted with its customers. Customers reported that the organization had grown far too complex to do business with, compared to its major competitors. The executive perspective was that the company possessed an urgent need to change…  but was concerned that middle

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Package and Manage Sale of Entrepreneur-Led Business to an ESOP

Industry: Experiential Education & Travel Function: Executive and Finance Location: HQ Domestic, Operations Global The founder-entrepreneur was a researcher-author who had built a multi-million dollar experiential education and travel business steadily over a period of three decades. He was sixty years old and evaluating options for the continuity of the business as he stepped aside, eventually “retiring” to a reduced

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Deliver Value In Engineered Systems Through Process Improvement

Industry: Agriculture – Dairy Equipment Function: Finance, IT, Business Development Location: Global Our client (a $1.5 billion portfolio company owned by a European PE firm) designed, sold, and installed sophisticated, customized agricultural systems globally. The process of design selection, delivery, onsite installation, and startup would often be the first experience a customer would have with the company. A positive experience

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Drive Business Growth: Private Local Service Business

Industry:  Automotive Service Function:  Business Development Location:  Domestic The owner of an independent retail automotive-service business had growth aspirations – and needed help to think through how best to achieve them for his business.  We joined him to: clarify/ set the core value proposition, differentiate his business and offerings from the major chain-store competitor just up the street, identify the

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Solve Cashflow Crisis, Manage & Support Growth & Strategic Sale

Industry:  Construction (Electrical Design and Installation) Function:  Executive and Finance Location:  Domestic This “Green Energy” client-owner, a consummate entrepreneur, had built an energy audit/ design/ retrofit business focusing on lighting energy efficiency, with inroads into heating/ ventilation/ air-conditioning (HVAC) and water conservation. The business had struggled through several boom and bust cycles (partially tied to the construction cycle) and had

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Strategic Plan: Deliver Vision, Reduce Debt, Improve Finances

Industry: Hospitality (Accommodations & Food Services) Function: Executive Location: Domestic The client had built a boutique high-end hospitality business which included a top Zagat-rated restaurant, unique luxury lodging and a complete destination wedding business.  A private school on a large adjacent property closed and the property including a unique but dilapidated country manor house and gymnasium- class room building was

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