Client Success Stories

True Story: How Emotional Decision-Making Negatively Impacted This Succession Plan

This case study delves into the profound impact of emotional decision-making within business leadership. It explores how emotions can influence strategic choices and the importance of recognizing and managing these ...

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True Story: Transforming Team Collaboration and Client Service to grow a $1.4 million company

This is the story of a $1.4 million partnership between two 2nd generation owners facing challenges with an aging client base, an unenergized team, and a lack of clear goals ...

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True Story: Unhindered Growth: Transforming a Business for Success and Independence

Imagine a world where your business thrives without limitations, allowing it to grow more freely. This is the story of a client who dreamed of running their own business unhindered ...

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True Story: Transforming a Team from Fearing to Fearless

One of the biggest hurdles to overcome for business owners is figuring out how to effectively manage and empower your team to drive success and growth. When you’ve poured your ...

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True Story: A Transformation of People and Growth

In 2019, a small business was doing okay. They had 40 clients and $670,000 gross revenue. The team cared about their peers and clients and worked hard. However, their growth ...

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Remarkable Turnaround – How a Firm Streamlined Operations, Maximized Value, and Transformed Client Relationships  

There were significant hurdles to overcome in this service business. But our client, an experienced business owner, faced challenges with determination. Their strong desire to make a positive difference in ...

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From No to Grow: Saving Our Client from the Brink of Chaos

True Story: From No to Grow – Saving Our Client from the Brink of Chaos

Here’s the story of our client who—despite strong revenue and interest from other smaller firms to be acquired by them—was struggling with low profit and a whole lot of no.

Thankfully, ...

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True Story: How C-Suite Thinkers Transformed Profits in Under 9 Months

True Story: How C-Suite Thinkers Transformed Profits in Under 9 Months

If you’re hoping to grow, C-Suite thinkers are critical. But it’s easier said than done to train that mindset. Here’s where we come in—and how we helped one client increase ...

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True Story: From Troubled to Thriving Four Concrete Solutions for Sustainable Growth

True Story: From Troubled to Thriving Four Concrete Solutions for Sustainable Growth

Sometimes restoring the health of a business isn’t about increasing profitability. What are four concrete solutions for sustainable growth?

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