Because sometimes, we've been in your shoes.

We have a passion for excellence, an adherence to strong business values and a desire to innovate for long term sustainability. From this foundation, we come with an approach from two perspectives. First, as former CEOs and business owners who bring these leadership and ownership perspectives to the table. Second, as business people who have a profound respect for what our clients have already accomplished. So we help your teams to confirm the existing tools and processes you want to keep as well as discover new methods that will allow you to close the gaps in preparing for tomorrow. We enjoy bringing our management experiences, successes and, yes, mistakes (those interesting lessons learned along life’s highway). Our team has led, owned, managed and successfully transitioned both closely held and investor owned companies.

Our numerous board-level experiences also allow us to provide our clients with a unique "director" perspective. Combined, these experiences have resulted in numerous client success stories:

Market Repositioning

• We helped an HVAC services company to significantly expand their market by adding a manufacturing and engineering component to the product line mix.

• We assisted a metal products fabrication client to effectively market diagnostic equipment carts for the medical industry, resulting in a significant increase in profitable revenues in a growing segment of the market.

• We helped a national plumbing manufacturer develop new strategies to successfully expand into new distribution channels ahead of the curve of their competitors, allowing them to redeploy their resources in market segments with long-term revenue potential.

Leadership Transition

• We led a prominent minerals processing company through a re-positioning effort that resulted in pursuing a strategy for being "operationally excellent," adding profit in what is considered to be a commodity industry. This also provided the owner with opportunity to transition the leadership of the company to a new and talented management team.

• We played a key leadership role for an owner, improving the profitability and market position of their company. We were successful in positioning the company for sale and did so at an attractive multiple above industry comparables.

• We assisted a manufacturer in the heavy equipment industry to transition family leadership to “outside management” leading to product development strategies, which doubled annual revenues within two years.

• We assisted an aerospace client to expand their development of commercial space travel technology. A creative effort in helping an entrepreneurial company gain credibility in a "field of giants."

Business Practices Improvement

• We assisted an industry leader in the electric controls market to refine their sales and marketing strategies and develop a new sales approach for landing substantially larger customers.

• We created financial reporting tools for a metal fabricating client allowing the organization to forecast its cash flow needs. The result was improved communication between our client and various lending institutions. This improvement led to the proper amount of funding and corresponding controls for a significant expansion within the client's business.