Client Success Stories

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 emotions to drive effective decision-making. Through real-world examples, the article highlights the necessity for leaders to balance emotional intelligence with rational analysis to navigate complex business challenges successfully.

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 and standards. In 9 months we led them through a transformative journey by optimizing their technology, streamlining processes, and implementing realistic growth goals. By leveraging effective team-building techniques, outsourcing to skilled providers, and embracing new software solutions, the business experienced a remarkable turnaround. Read on to learn more and be inspired.

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 by others. They wanted to develop their own company...

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 heart and soul into cultivating a loyal team, it can be...

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 had stagnated because the owners lacked time to develop more...

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 their clients' lives, along with...

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, they came to us in time to turn it all around.

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 profits from 0% to over 10% in less than 9 months by fostering this mentality.

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

Tacking on subsidiary businesses is a great method to scale your business. However, many business leaders fail to realize that the work to support and monitor subsidiaries can slowly degrade the overall business and its financial health....

Sometimes restoring the health of a business isn’t about increasing profitability. There are plenty of instances where the revenue is there, but the way that revenue is being generated isn’t sustainable. Of course, profitability typically...

Vendor and provider management are essential to maintaining profitability. However, when revenue comes from multiple sources, is tracked in different systems, and those systems don’t integrate, money pours through the cracks. That’s what...

What happens when you buy a business and get blindsided with profitability issues and no capacity? Read what we did to overcome hidden problems and secure a 27% net profit within 12 months.

This is a true story of time, energy, and unwavering commitment to change. It is a story of digging out of the weeds, seeing the flaws, and giving it their all to produce brilliant results from a tsunami of change. And it is a story that you can have too. Here is the how…

Sometimes the best ideas only require a little elbow grease. Here is how a business attracted $30K in revenue using completely free methods.

This story is one for the books. It shows how productive collaboration showed a leader the path and technique to becoming a successor.
This $3.9 million gross revenue services firm was lead by founders that embraced their team as work family, oozed positivism, and wanted to empower their team to rise up and succeed them. But both lacked the techniques to make this happen naturally and in a timely manner. See what happened when we introduced productive collaboration.

Financial accountability is the single most important factor affecting your business’s ability to grow. Without it, you are simply relying on luck to get by. Some firms however, find their luck has run out a little too late. Read a true story of a firm whose lack of financial accountability led to a series of unfortunate and possibly devastating events.

This month’s true story examines onboarding gone terribly wrong. This $600 million AUM, fee-only planning and investment firm of 14 employees sacrificed a full year of productivity and profitability and lost 1 senior advisor due to lack of a systematized onboarding process. The haunting part? I see this happen all the time. Don’t let this be you.

Find out what happens when advisors rush to hire and don’t follow a robust screening process. Spoiler alert: it’s costly.