Trusted Advisors

Delivering Enduring Solutions

To Complex Challenges


New Strategy Development Challenge

  • Privately held, midsized company with professional management facing substantial market disruptions and needs to define new path forward
  • Owner, his family, Board of Advisors, and owner's personal advisors, while intellectually understanding the need for change, were reluctant to embrace that change was critically necessary



Turnaround Management Challenge

  • Recently acquired manufacturing business had been losing money and needed to undergo a major turnaround and restructuring to return the business back to profitability
  • Products were produced at several facilities, sales were conducted thorough an expensive network, and overheads were high and not properly utilized 



Business Process Transformation Challenge

  • Equipment manufacturing company experienced financial losses 10+ years while markets served becoming partially commoditized
  • Company determined it needed to find new markets with high barriers to entry; unfortunately, initial penetration of these higher risk markets led to increased losses