Case Studies

The challenge

Mindset for Rapid Growth

What happens when a founder faces explosive growth but is not prepared for it?

Preparation in terms of mindset, capacity, and structure is extremely important when experiencing rapid growth in business.

Every business owner, at the moment of opportunity, either gets revealed or exposed. And the main difference between the two is preparation.

Raising the internal thermometer for success and putting the structure in place to support it is a requirement for sustainable progress and growth.

When that growth is rapid and explosive it is even more so.

Founder who never ran a business and gradually acquired 300 clients in three months was overwhelmed to the point of breaking. Burnout was happening, leading to the body starting to break down and dormant health issues to resurface. Self-doubt creeped in, putting the entire mission at risk and the whole business was in jeopardy. Survival instinct kicks in, along with the desire to walk away “because I am not cut out for this”.

He knew he needed to make the biggest shift of his life. Having wisdom to ask for help and guidance while in this kind of predicament is a trait of a smart business owner.

Here are the highlights of our engagement:

Through triage calls, we were able to re-center and improve his mindset and emotional wellbeing. Which led to physical health improvement.
We identified and shifted the root cause, childhood trauma and supported his healing.
He is setting additional structures in place to support growth of the client base, as well as the supporting team. Close knit, highly capable, leadership team has been formed and is performing strongly.
He can step away to rejuvenate and also focus on his talents and strengths. For the first time in his life, he has a steady and secure income and a very bright future.

The Solution

Real Tangible Results

And to just provide some tangible evidence to the results of these shifts, after working with him for 15 months:

The number of clients has scaled rapidly from 635 to 1834, and growing, more than doubling. The ROI on the rapid growth stabilization engagement was 34.2 times the capital invested.

Or said in dollar terms an additional $856k of net profit was achieved that is now being used to further grow the team and infrastructure on their way to 10,000 clients.

And the value of the biggest return of all- a beautiful mission driven founder and business, continue to benefit and serve the community without having to sacrifice their health and vitality - PRICELESS!

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Jumpstart Your Exit Disclaimer: The information provided is for illustrative purposes only. We do not guarantee the accuracy of client submitted data, and we are not liable for any inaccuracies or claims made. Always consult with a qualified professional for financial advice. Your results may vary.

The challenge

Persistent People Problems

“I need to shift the paradigm around people in my business."

For the past 18 months, every single issue we faced related to people problems.

Persistent People Problems:

Not enough qualified people for the job
Qualified but drama-consumed people
Key player burnout
Productive but very, very long hours
Lack of trust in team members...

So when the Founder uttered those words above, followed by a pressure-relieving sigh, we knew it’s all downhill from there.

We thought: “If we were able to achieve such amazing results while dealing with all these problems, this latest shift will shoot us into the stratosphere!”

Yes, companies can do well, deliver to customers and be profitable all while having challenges related to personnel. It is very costly, though.

We did it for 10+ years in our business and lived to tell about it. But most importantly- turned it around.

Here are the highlights of our engagement:

Implemented a shift in approach when it came to team, people and culture that produced a cohesive group that slowly started growing together.
Developed the hiring and firing framework, process and playbook that has increased the team by 58% and retention by 123%
Created a brand new fulfillment and delivery playbook that has unified and improved client satisfaction by 35% and increased team efficiency by 42%
The founder has turned over a new leaf and is full speed ahead on enabling the team to be fully independent of his involvement. This will enable him to exit not operation but the organizational chart all together and put him in position to one day sell the business.

The Solution

Real Tangible Results

After a 2 year engagement, here are some concrete achievements:

The team grew from 20 to 31 members, and from stressed and tired to efficient and inspired.

Revenue went from $2.51M in 2021 to $3.15M in 2022, to $3.59M in 2023 and on a run rate of $4.5M in 2024.

The profit went from $857k in 2021 to $1.29M in 2022, to $1.36M and on a run rate of $1.64M in 2024.

The ROI on the people engagement and culture initiative was 12.7 times the capital invested. Or said in dollar terms an additional $399,750 of net profit was achieved.

And the value of the biggest return of all- fulfilled people on your team and elimination of fires to be put out all over the place - PRICELESS!

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The challenge

Business Entanglement

Are you your business and is your business you?

Most founders get entangled with their business.

The personal promises that are made. The word that is given.
The integrity that is on the line...

...Leading to the business owner taking responsibility for it all in the early days.

And once the business grows, and the organization and team grow, personal responsibility can no longer cut it.

The volume of work increases past the limits of one brain and heart, and personal responsibility cannot deliver the results needed across too many variables.

Despite the impossibility of using personal responsibility for a shared responsibility workload, the business owner continues to maintain it.

And, in the process, proceeds to burnout and become a constraint and obstacle to continued growth of the business.

Here are the highlights of our engagement:

We de-identified the owner from his business through a powerful process that created instant relief.
Identified key team members and areas in which they will step in and step up now that the owner’s tight grip is relaxed.
Re-focused the owner toward areas of his genius, so that he can grow the business in a strategic way.
With better focus and less of a burden of identification, the quality of life and wellbeing was significantly improved.
The level of excitement that the owner now has about his business and its future is reverberating throughout the company and clients.

The Solution

Real Tangible Results

Here is what these shifts produced in only 6 months: 

The profit grew by $434k in the service and delivery department of this IT provider.

The ROI on getting disentangled from the business in monetary terms alone was 11.5 times the capital invested.

And the value of the biggest return of all- health and energy, and quality of life improved tremendously, along with the improved culture and brighter future - PRICELESS!

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ROI = 11.5X
Capital Investment

The challenge

Leadership Transition

"I'm going to shut it down"

He said it way too many times for everyone’s comfort in the last few months.

Especially his successor’s comfort, who also happens to be his son.

At the end of the day- it was his right to shut it down. He founded it.

The prospects were not looking great, trust was lower than expected, he was getting tired.

So, the most logical and easiest thing was to shut it down.

But he invested so much over 40 years and shutting it down could mean it was all in vain. He knew he needed help, just not sure what kind of help... A warm introduction from the trusted source brought us into his inbox.

We were the experienced and insightful people that his suspicious filter was willing to let in.

Here are the highlights of our engagement:

We created a bridge between the owner (the father) and his successor (the son), so they can understand each other better and communicate with inclusion and respect.
Created a space for another key person to come in who would take tasks off the owner’s plate and enable less and less involvement.
Advised in the process of sudden departures of employees who were not on board with the company’s values and new direction.
Supported the growth of revenue and profits through leveraging further what was already working well.
With the new dynamics and culture in place the structure, enthusiasm and energy for the future is laid out and secured.

The Solution

Real Tangible Results

After a 2 year engagement, here are some concrete achievements:

After working with them for 18 months, their seasonal business that would lose half their team every winter for the past 40 years, retained 100% of its employees for the first time ever and achieved the following milestones:

Revenue went from $1.716M in 2021 to $2.104M in 2022, and $2.857M in 2023.

The profit went from $213k in 2021 to $375k in 2022, and $604k in 2023.

The ROI on the leadership transition engagement was 7.4 times the capital invested.

And the value of the biggest return of all- 40-year-old legacy and service know-how, continues to benefit and serve the community and the descendants of the person that made huge contributions and sacrifices - PRICELESS!

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