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Industrial Packing Company SynopsisValue DriversApproachDeliverablesResultsSynopsis Industrial Packaging Company Location: Memphis, Tennessee Revenue Size: < $125 million Number of Employees: >150 Situation: Fifth generation family members needed assistance to turnaround and sale the business to a strategic buyer. Value Drivers  Leadership Vision, Strategy, Purpose Goal and objective alignmentRead more →

Ornamental Tree and Shrub Grower SynopsisValue DriversApproachDeliverablesResultsSynopsis Ornamental Tree and Shrub Grower Location: Houston, Texas Revenue Size: < $25 million Number of Employees: >150 Situation: Founding owner requested assistance to optimize profits, a transition plan to second generation and provide corporate governance. Value Drivers  Leadership Vision, Strategy,Read more →

Private Equity Group SynopsisValue DriversApproachDeliverablesResultsSynopsis Private Equity Group Location: Dallas, Texas Revenue Size: >$300 million Number of Employees: >3,000 Situation: Private Equity Group legal team needed expert testimony in Bankruptcy case. Value Drivers  Leadership Vision, Strategy, Purpose Goal and objective alignment Execution exceptionality  Revenue Growth Volume BalancedRead more →

Flower Grower SynopsisValue DriversApproachDeliverablesResultsSynopsis Flower Grower Location: Kalamazoo, Michigan Revenue Size: >$100 million Number of Employees: >300 Situation: Second generation CEO needed assistance with strategic planning and integrating a recent acquisition. Value Drivers  Leadership Vision, Strategy, Purpose Goal and objective alignment Execution exceptionality  Revenue Growth Volume BalancedRead more →

Food Distributor SynopsisValue DriversApproachDeliverablesResultsSynopsis Food Distributor Location: Houston, Texas Revenue Size: >$300 million Number of Employees: >500 Situation: Second generation executives needed assistance with strategic planning. Value Drivers  Leadership Vision, Strategy, Purpose Goal and objective alignment Execution exceptionality  Revenue Growth Volume Balanced supply with demand Price StrategicallyRead more →

Emergency Service Provider SynopsisValue DriversApproachDeliverablesResultsSynopsis Energy Service Provider Location: Houston, Texas Revenue Size: <$25 million Number of Employees: < 50 Situation: Entrepreneurial owner needed help transforming a traditional pipeline service company to a software as a service business for the pipeline industry. Value Drivers  Leadership Vision, Strategy,Read more →

Charter Aircraft Business SynopsisValue DriversApproachDeliverablesResultsSynopsis Charter Aircraft Business Location: Houston, Texas Revenue Size: >$25 million Number of Employees: >50 Situation: Family Office leader needed assistance with evaluating leadership capacity and operational improvement opportunities. Value Drivers  Leadership Vision, Strategy, Purpose Goal and objective alignment Execution exceptionality  Revenue GrowthRead more →

Commercial Real-estate Company SynopsisValue DriversApproachDeliverablesResultsSynopsis Commercial Real-estate Company Location: Houston, Texas Revenue Size: <$25 million Number of Employees: >100 Situation: Partners needed assistance with strategy and leadership development. Value Drivers  Leadership Vision, Strategy, Purpose Goal and objective alignment Execution exceptionality  Revenue Growth Volume Balanced supply with demandRead more →

Financial Service Product Company SynopsisValue DriversApproachDeliverablesResultsSynopsis Financial Service Product Company Location: Houston, Texas Revenue Size: >$25 million Number of Employees: >50 Situation: Owner needed guidance and strategy on exit strategy. Value Drivers  Leadership Vision, Strategy, Purpose Goal and objective alignment Execution exceptionality  Revenue Growth Volume Balanced supplyRead more →