"CASE EXAMPLES, BECAUSE THE "PROOF IS IN THE PUDDING!"

Many firms and advisers may tell you what you should do, but for a business seeking advice, the real question for them should be,?"what have you done?"?

For over 28 years, I have had the privilege to advise businesses in multiple sectors, sizes, and cities. Here are just a few Case Studies

Example One:

Mobile App Client in Austin

Annual Revenue $3M?- first round of funding

Nine employees

Issue: Failure to fully implement the vision through effective leadership

Problem: Developers built their app without a proper understanding of their key purpose and objectives

Solution: Brought clarity which included:

o??Product development which was based on focus group input from prospective end users and not the "client's intended buyer."

o Validation of products' worthiness to intended buyers.

o??Energized brand recognition

o Cohesive product delivery and team participation

Results:

1. Buyer's value perception increased, resulting in purchases
2. With this growth, the client was able to secure additional rounds of funding to scale business
3. They were bought out by a competitor (M&A) within the projected time with significantly?better-than-expected terms

Example Two:

Printing and Graphics company with locations throughout the country

Annual Revenue $55 Million- in the territory's area

600 employees

Issue: Poor employee policies and relationships

Problem: Extremely high turnover, theft issues, and poor customer service

Solution: For a client to allow us to interview various members of the organization to identify specific issues and solutions through:

o Confidential input from team members who included candid observations, grievances regarding management style, and pay

o Findings and recommendations report with follow-through

Results:

1. 87% decrease in turn –over and absenteeism
2. The dramatic increase in customer satisfaction
3. 62% revenue increase in the preceding quarter

Example Three:

Manufacturing Company in CA that wanted to sell to a prospective buyer

Annual Revenue $2.8M/y

14 employees

Issue: Inability to properly create a plan with a succession (exit) strategy in mind

Problem: Their business valuation was 50% less than expected

Solution: Created a strategy (roadmap) for the company to:

o Build on their history and strengths in the marketplace – and expand upon them for value's validation

o Bring in the right team of CPAs, Financial Advisers, and Competitive Marketing professionals

Result:

1. The company sold 1.3 years later for 138% above it's original valuation
2. Business owners sold companies with the minimized tax impact
3. An enhanced retirement plan that incorporated their previous investments with the sale of the business was established

Additional Case Study Examples:

1. Financial Service - A client's failure to properly represent their brand –? RESOLVED
2. Manufacturing - Lacking tactical financial planning for growth and setbacks – RESOLVED
3. Café- Scaling without complete scalability resources – RESOLVED
4. Automotive - Becoming oblivious to competition – RESOLVED
5. Multiple sectors - Assumptions surrounding: Customer (consumer taste) Social, economic, cultural, and political trends – Consistently monitored and RESOLVED