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Industrial Packing Company

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

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

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

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

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

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

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

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

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

Pecan Grower and Distributor

Pecan Grower and Distributor SynopsisValue DriversApproachDeliverablesResultsSynopsis Pecan Grower and Distributor Location: Dallas, Texas Revenue Size: > $25 million Number of Employees: > 100 Situation: Venture Capital Group needed assistance with strategy development, leadership development and corporate governance. Value Drivers  Leadership Vision, Strategy, Purpose Goal and objective alignmentRead more

Leadership Development

Strategic Implementation

Cost/Loss Management

Structured Revenue Growth