Business Assessments

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 →

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 →

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 →

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 →

Plastic Bag Manufacturer and Distributor SynopsisValue DriversApproachDeliverablesResultsSynopsis Plastic Bag Manufacturer and Distributor Location: Houston, Texas Revenue Size: <$25 million Number of Employees: < 50 Situation: First Generation Owner requested assistance with transformation strategy and implementation from a manufacturer to a distributor. Value Drivers  Leadership Vision, Strategy, PurposeRead more →