Representative Client Engagements

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Representative Client Engagements

Industry Project Scope
Temporary Staffing Firm
  • Restructured banking arrangements
  • Developed and implemented consolidation plan
  • Facilitated employee buy-in
Specialty Controls Manufacturer
  • Consulted on family-owned business issues
  • Developed succession plan
  • Identified and assessed liquidity options
IT Services Firm
  • Provided CEO with professional coaching
Office Equipment Maintenance Firm
  • Developed expansion plan
  • Identified sources of capital
Not-for-profit Professional Association
  • Created marketing strategies to increase membership
  • Assisted in securing financing
Branding Consultancy
  • Explored strategic partnerships
  • Developed marketing strategy to provide competitive differentiation
Credit Union
  • Developed strategy to help CEO win board approval for new initiatives
Not-for-profit provider of support for people with developmental disabilities
  • Assessed profitability and long-term viability of six vocational programs
  • Identified alternative revenue streams
  • Developed long-term strategic plan
Academic Institution – Agricultural Extension
  • Facilitated creation of 3-year strategic plan for an organic farming initiative
Not-for-profit Provider of Youth Outreach Services
  • Identified revenue-generating social entrepreneurship opportunities for youth