Case Studies

Real challenges. Real results.

Our work speaks for itself. Below are representative examples of engagements across the four segments we serve. Client names have been anonymized at their request.

Small BusinessProfessional Services

From Founder-Led to Professionally Managed

The Challenge

A 12-person consulting firm was trapped in a founder-dependency cycle. Revenue had flatlined at $3.2M for three years, and the founder was working 70+ hour weeks while the team felt underutilized.

Our Approach

We conducted a full organizational diagnostic, mapped decision rights, and designed a delegation framework that allowed the founder to step out of day-to-day operations. We introduced performance management structures and a leadership development program for three senior staff.

The Outcome

Within 18 months, revenue grew 38% to $4.4M. The founder reduced her hours by 30% while the leadership team took ownership of client delivery. Staff satisfaction scores improved significantly.

Key Results

38% revenue growth

30% reduction in founder hours

3 new practice leaders developed

Mid-MarketManufacturing

Breaking Through the $50M Ceiling

The Challenge

A regional manufacturer had hit a persistent ceiling at $48M in annual revenue. Their sales team was strong, but operational capacity and organizational structure couldn't support the next stage of growth.

Our Approach

We conducted a growth capacity assessment and identified that the bottleneck was in operational planning and supply chain management, not sales. We redesigned their S&OP process, restructured the operations function, and built a 3-year strategic plan with clear milestones.

The Outcome

The company crossed $60M within two years of the engagement. Operational costs as a percentage of revenue dropped by 4 points, and they successfully expanded into two new regional markets.

Key Results

$60M+ revenue in year 2

4-point margin improvement

2 new markets entered

Non-ProfitCommunity Services

Sustaining Mission Through Financial Restructuring

The Challenge

A 25-year-old community services nonprofit was facing a funding cliff — two major grants representing 40% of their budget were ending. The board was panicked, and staff morale was low.

Our Approach

We worked with the board and executive team to conduct a program portfolio review, identifying which programs had the strongest mission alignment and financial sustainability. We built a diversified funding strategy, developed a major donor program from scratch, and redesigned the executive director's role to prioritize external relationships.

The Outcome

The organization not only survived the funding cliff but emerged with a stronger financial model. They replaced the lost funding within 18 months and grew their endowment by $1.2M in the following year.

Key Results

100% funding gap replaced

$1.2M endowment growth

3 new funding streams established

EnterpriseFinancial Services

Post-Merger Integration at Scale

The Challenge

Following a $400M acquisition, a regional bank needed to integrate two distinct cultures, consolidate technology platforms, and retain key talent — all while maintaining client service levels during a critical transition period.

Our Approach

We led the integration management office, built a 100-day integration plan, designed the combined organizational structure, and facilitated cultural alignment workshops with leadership across both legacy organizations. We also built a talent retention program targeting the top 50 contributors from the acquired entity.

The Outcome

The integration was completed 3 months ahead of schedule. Attrition among target retained employees was under 8% — well below the 25% industry average for similar transactions. Client satisfaction scores held steady throughout.

Key Results

3 months ahead of schedule

8% vs 25% attrition rate

Client NPS maintained throughout

Your organization could be our next success story.

Every case study started with a conversation. Let's have one.

Start the Conversation