Industry
Heating and Air Conditioning

Client
A husband and wife team who founded their Heating and Air Conditioning Company.

Scenario
The company was struggling to get out of start up phase and into the profitable, growing stage of business. They were not tracking calls, results, referrals, product costs and profitability. Customers love them but weren’t seeing them as a “stable, long term” company.

Industry
Financial Products

Client
A leading provider of investment risk management services.

Scenario
The company was in process the of doubling its size over a three year period. Top management wanted to continue growth, but a lack of management training was seen as holding them back.

Industry
Web Development

Client
Web development firm, founded approximately eleven years ago

Scenario
The owner wanted to grow the company above the ceiling that seemed to have formed. The owner was looking to increase profit and revenue. She needed to prepare the infrastructure, staff, and resources for growth, which meant she needed to increase the proportion of larger clients and projects while evaluating her product and service offerings. In addition, she felt the need to gain some professional and personal life balance.

Industry
Home Health Care and Medical Supplies Provider

Client
Home Health Care and Medical Supplies Provider in business since 1997, 200 employees servicing clients in two states.

Scenario
The owner wanted to develop an executive team to lead collaboratively in order to strategically grow the business, which would enable the owner to transition into a less active leadership role and into more of an advisor/mentor role. During the course of the program, state regulators unexpectedly reduced their Medicaid reimbursement by 10%. This change meant that the company profits and margins were immediately reduced by 10%. As a result of this change, the company leaders needed to quickly develop new growth strategies while engaging their people in the processes to make it happen.