Our Client Results

We have led the strategic planning process for companies as small as 4 to as large as 5,000 employees. While the industries are different, our proven process and results are the same.

Some of our results include:

• Led the strategic planning process for a large international firm with offices in United States, Canada, Europe, Asia and Australia.
• Brought a company, for their first time, through a strategic planning process. Through the process we defined the company’s core purpose, values, strategic goals and objectives. In addition, we built reporting tools to monitor their progress against their goals and revamped the appraisal forms to align employee performance with the strategy of the firm.
• To help companies get a better understanding of the business planning process, we wrote a 70 page planning guide complete with financial templates to assist them in the development of an effective plan.

We have experience and success across multiple industries. With each product or service we have launched we have built a successful track record.

• Developed and launched a 401(k) product. 52 proposal requests and 4 plans were sold the previous year. With this new product the client received 823 proposal requests and 46 plans sold in just the first 9 months.
• Developed a new outsourcing service that was sold to companies like Banc One and AON and raised over $800 million in assets under administration.
• Created several new businesses targeted to niche audiences: independent consultants, professional public speakers and small businesses.
• Led the development of a new software package from writing the initial specifications to testing to product launch
• Started a brand new brokerage department focusing on IRAs that raised $100 million in assets the first 12 months of operations.

We have a wide array of experience across multiple industries helping our clients improve their operating platform and cost structure.

• Worked with a global technology group at a large company that was responsible for reducing IT costs by $100 million.
• Led a company through a process to document their core operations. We providing them with templates, guidance and auditing which resulted in over 50 policies and procedures being written.
• Worked with a distributor to reduce their operating expenses. Through process and technology improvements, we were able to reduce monthly operating expenses by 20% while increasing their level of service.
• Created a new customer service department for a client and developed training, standards and processes to improve the customer experience.

M & A work requires careful planning. From target analysis through final negotiations, every step has to be managed thoughtfully. One tactical mistake could compromise a deal.

We have been involved in over $4 billion in transactions, some of them include:

• A $2 billion asset management acquisition
• Disposition of an administration business with over 500 employees
• A six figure acquisition of a portfolio of internet businesses
• Acquisition of a day care center
• The rights to a book, website and distribution through Amazon and Barnes & Noble