Client names are held in confidence. The situations, and the outcomes, are exactly as they happened.
The challenge
The company was on the verge of bankruptcy with $275K in debt and a capital raise already in motion.
What we did
We restructured the cost base, reset the business model, and worked the raise alongside the owner and a specialist accountant we brought in.
The result
Debt restructured and the raise closed, giving the company a base to grow from.
The challenge
A fast-growing lender with no operating system and a leadership team pulling in different directions.
What we did
We installed EOS as the organizing layer, ran quarterly planning, and coached the leadership team through two rounds of role changes.
The result
A weekly leadership rhythm the team now runs on its own.
The challenge
The firm had capital ready to deploy but no pipeline of acquisition targets.
What we did
We sourced targets, made the introductions, and stayed through integration of the acquired team, systems and comp structure.
The result
Deal sourced, closed and integrated without losing the acquired team.
The challenge
The owner was the bottleneck on every account, and growth stalled wherever they were not.
What we did
We rebuilt the accountability chart, recruited two operating hires, and coached the owner out of day-to-day delivery.
The result
The agency runs without routing every decision through the owner.