Case Study Summary Page

Strategic Assessment

  1. Private Equity Decides to Exit
  2. Private Equity Decides to Hold and Restructure
  3. Family Commits to Change Program

Strategy Development

  1. New Strategy Generates Action…Operational Plan Produces Results
  2. Changing the Business Model
  3. Technology Company’s First Strategic Plan
  4. Corporate Planning in a Diversified Multi-National

Operational Planning

Emerging Growth Companies

  1. Technology Company’s First Strategic Plan
  2. Changing the Business Model
  3. It’s Only a Matter of Time Until Sales Take Off

Private Equity/VC Backed Companies

  1. Private Equity Decides to Exit
  2. Operational Plan Integrates an Acquisition
  3. Customer Calls Provide Valuable Feedback
  4. Operational Inefficiencies Hurt Cash Flow
  5. Less is More: Downsizing to Increase Profits

Family Owned Companies

  1. Family Commits to Change Program
  2. Establishing Focus in a Family Business
  3. New Strategy Generates Action…Operational Plan Produces Results