Find Out How We Have Helped Others

We have worked with business owners of various sizes in a variety of industries since 2010.  Though many of our business consulting and business coachings services are similar, how they were implemented and helped each business was different for that business and business owner.  

Sometimes getting help for your business is very private and personal and some business owners though they appreciate our help, want to remain anonymous, so we only provide the industry and issue below.  If you are looking for references, once you engage us to provide a proposal to you, we will provide you with referenceable clients.  You can also visit our testimonials page to find out from those clients who are happy to provide a testimonial with their name.

This list is not comprehensive but provides you with an overview of the work we have done for clients within specific industries. This list does not include business coaching engagements, as most are very specific to the individual business / and busienss owner.

Industry	Challenge	Services Provided	Result
Manufacturing	Banks deemed the business insolvent	Finanacial & Operational Review ​Implemented non-voting Board of Advisors	Company was able to receive $250K in financing due to misclassification on balance sheet
Construction	Bank was calling in the loans that the business had with them.	Feasibility Study 5-Year Financial Model	Provided bank with plan to allow the business to restructure financing.
Recreation / Entertainment	Start-up with a business plan, but banks wanted a feasibility study. ​Later required business Plan for expansion	​Feasibility  Study 5-Year Financial Model ​Business Plan	Received over $800K in start-up financing from 2 lenders Received an additional $300K in financing for expansion
Food & Beverage	Business was turned down by the bank for $1.4M loan due to the submitted business plan which did not adequately represent business to the lender. Lender requested a feasibility study.	Feasibility Study 5-Year Financial Model	Business was awarded the $1.4M from the bank.
Medical	Medical professional was looking at scenarios to determine options for expansion.	Financial Model	Provided them with an accurate view of their financials with each option, so they were able to make the right expansion decision for their business.
Construction	Had recently hired sales rep and did not have sales processes or experience in managing sales rep.	Sales Plan / Guide Developed Sales Processes Developed Wage, Commission, KPIs Developed Sales Management Reporting	Provided structure for the sale rep as well as the owners who were managing him, along with a way to measure.
Non-Profit	Wanted to use Social Media to expand membership and utilize for annual Trade show. ​ ​Hired the next year to perform Social Media Ad Campaigns.	​Social Media Strategy Development of Social Media Sites Training of Staff on Social Media Developed Calendar Tool for them to Plan Social Media Performed Social Media for Event Facebook and Twitter Ads QR Code for show developed Social Media Management	Their staff were taught how to manage their ongoing Social Media. ​Increased followers and registrations for Trade Show
Security	Business was making money, but was not profitable and did not know why.	Business Assessment Balances Scorecard Deep Dive into Accounting System  Ongoing Financial Reviews	​Their accounting system was out of sync, so was not providing them with accurate outlook. They have begun making changes needed to turn business around.
Medical	Results varied month to month and were not sure of the reason	Financial Review Budget	Requirement to change compensation plan as were paying staff for non-billed time.
Manufacturing	Required help with pricing & placement in the market.	.Pricing Models for each Channel Developed Order Agreement in Concert with Lawyer Developed Distribution Agreement in Concert with Lawyer  Developed Presentation with their Graphic Designer Attended meetings with them with their channels and provided coaching	Product now sold through large Canadian retailer. ​ Client is now more prepared to take on next channel.
Manufacturing	Company was not profitable and had an incomplete MRP system implementation. They wanted ongoing business coaching. Have recently moved financial systems and needed help with movement and setting up chart of accounts.	Delivered Budget Implemented MRP System Established weekly financial reviews for 18 months Conducted 2-3 strategy one day sessions   Helped move and convert accounting system from Simply to QuickBooks.	Owner redefined his role and began delegating key functions and tasks which improved the quality of their revenues.
Food & Beverage	Required start-up capital and their current business plan was not understood by banks and investors.	Business Plan Assessment Financial Model (5 Years) Shareholder Advisement Financial & Operational Review	Found shareholders to fund their business and received the financing they needed of (350K+) .
Retail	A retailer was looking to acquire another partner and need to structure shareholder's agreement and business.	Coaching on business structure and shareholder's agreement business requirements. Introduction to law firm to develop shareholder's agreement.	Allowed both partners to enter into business fully protected.
Medical	Was in need of a requirements definition for application for system they wanted developed for their business. ​Later required help with business proposal and presentation to potential partners.	Developed Requirements Document Introduced them to Developers  Edited and Branded Presentation and Business Proposal	Have a system in place to help manage their products and inventory management. Provided them with professional documents to present to potential partners.
Business Broker	Required marketing materials for starting his brokerage business.	​Branding Website Content Development Brochure LinkedIn Profile PowerPoint Presentation	​Had branded materials that helped him market to clients online and offline.
Mergers & Acquisition Firm	Required marketing materials.	Web Plan Web Content Writing  & Editing SEO Optimization Brochure Editing Post Card	Saved money by not using Corporate Ad Agency and they told us they have received compliments on their materials from both partners and clients alike.
Manufacturing	​​Senior management had doubts about their ability to launch products and had concerns around sales capabilities.	Marketing Plan Go To Market Strategy Structured Their Sales and Marketing Groups	​​A clear plan with objectives and priorities set.
Professional Services	Employee was approached by owner to purchase business.	Basic Valuation and Review of Business Participation in Discussion with Owner & Son	Clear direction of how to proceed with decision.
Food & Beverage	Restaurant required development of Budgeting Models for the 4 areas of their business.	Budgeting Model customized for business	Allowed management to make decisions about profitability and be able to react as needed to make changes.
Boat Brokerage Firm	Owners were looking to take their business to the next level and wanted help with their go forward business strategy as well as accountability and putting together what needed to be done to meet their goals in next 5 years.	Business Strategy through Business Coaching Sales Analysis Job Role Development / Descriptions	Allowed owners to set priorities and put a plan in place to help them in meeting their next 5 year goals.
FinTech	A foreign FinTech firm with has traction in South East Asia and Middle East who wants to launch in North America market.	​Customized Consulting	Helping business determine products and channels viable for North American Market and will continue to help them as they launch into the market.
Construction	Felt company was poised for growth, but desired guidance on best practices.	Business Coaching Development of End to End Processes Development of Job Descriptions and Aided with Interviews of Key Roles	Profitability with business growth at 4X+
Pet Grooming & Boarding	Business was stagnate and were not sure if growth was possible and did not know what to do.	Business Coaching that focused on strategy, digital marketing, organizational design, and balanced scorecards	Growth has been achieved, doubled space requirements, focused and energized the team and improved communication with owners and employees.
Manufacturing	Business was looking to manage growth	Business Plan for financing Accounting Review and development of new chart of accounts Establishment of KPIs and Reporting Business Coaching	QuickBooks are healthier and better reflect what is going on in the business and owners are now focusing on key metrics as they continue to grow the business.
Accounting Firm	Looking to take business to the next level by developing Strategic Plan for business for next 5 years	Strategic Planning through Facilitation	As soon as we left one of the owners started implementing their plan and within a week had a large number of hurdles already accomplished including hiring new staff.
Retirement Home	Were thinking about moving from a regular retirement home to assisted living facility and wanted to see if this was financially worth doing.  The owner also wanted to get a better handle on her financials as she had previously had to step away temporarily and was now back focused on moving this business forward.	Financial Review Financial Model	We referred her to a new accountant as she needed a tax specialist and suggested she get a corporate lawyer for contract help. She has already started looking for expansion and new partners to help her grow the business.