Case Studies

$30M Phoenix-based Construction Company with offices in Nevada, Washington, and Texas, Florida.

32 Doctor led Radiology Group with 16 centers in Arizona and over 300 employees.

Sold in less than 4 years at a 6x EBITA multiplier. 

$5.5M Architectural company headquartered in Phoenix with offices in LA and Beverly Hills.

Assessment: A Founder-owned private education company needed help with Leadership team alignment and CEO effectiveness. Asked for assistance integrating new leadership and assisting with structure and operations issues. To begin, we met with the CEO and Head of HR for the holding company. Discerned that new private Education CEO is only third CEO in 22 [...]

Assessment: The General Counsel and Board Chairman needed help to transition the team from a former company, which was shut down, in order to build a new startup enterprise. Plan: We worked with the Compensation Committee and Board to establish Total Rewards strategy and outline CEO employment agreement and c-suite contracts. Under very tight timelines, [...]

Assessment: One of the key partners called me, heavily concerned with partnership dysfunction that was impeding their financial future and affecting their friendship and ability to work together. Plan: It was clear that the key partners and stakeholders in the company had a dysfunctional relationship due to their differing perspectives. The company needed to have [...]

Developed a growth plan to get from $33M to $100M in 5 years.

Assessment: We got a call from the SVP of Global Channel Sales. Significant global constraints and culture issues were impeding progress and challenging their goal of accomplishing $2B in sales. Plan: We developed a plan with SVP and his US Leadership team to host a 2-day strategy session with 22 senior leaders from Asia Pacific, [...]

Growth from 16 stores to nearly 30 in 2.5 years.