Tag Archives: private companies

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

Read more

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

Read more

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

Read more

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

Read more

Implement Strategy; Align Executive Team; Coach for Results

Industry:  Medical Software Function:  Executive Location:  Domestic A venture-backed medical software company has grown over several years, reaching several hundred employees, tens of thousands of “users”, and dozens of customers. The first-time CEO inherited a senior team – and with them needed to articulate a compelling vision and strategy for the organization, board and other key stakeholders – as well

Read more

Private Business Owners, & Monetizing Business Value, When Exiting

The economy is apparently emerging from recession-good news for all, hopefully to include those who need jobs. However, there’s one group of people for whom the hard work, introspection and self-examination about their future cannot and should not be over: private business owners, especially those running small businesses. Most small business owners are running hard to meet day-to-day obligations, serve

Read more