Case Study – Michelle

Michelle had been working in the family business for over 15yrs. She was well known and well liked in the industry. In fact you could say she was a ‘go to’ person. Her father was no longer involved in the operations and Michelle had been running things for the past 5yrs or so. While the … Read more

Case Study – Barry

Barry originally came to us to discuss his retirement and transitioning the business to the next generation. Both Barry’s kids (Tom and Sue) were involved in the business. Barry had been running the business for 30yrs and he was ready to get out. There were two key obstacles in front of Barry.  The business was … Read more

Case Study – Mark

Scenario: Mark had come to us with a strong desire to grow his company. They were hovering around the break even mark and each time they experienced a win it seems to be followed by a quick backwards step return to the same place. Mark was in his late 30th’s with 3 kids and big dreams. … Read more

Case Study – Sue

Starting point: Sue and her team had structured a business around training people how to do their own PR. While sales were ok, profits were not. Added to that, Sue was flying all over the country servicing different markets. She was exhausted and couldn’t see how to scale it further. She wanted to hire a … Read more