Case Studies
Succession and Revamped Legal Management Structure
THE CHALLENGE The firm faced three interconnected issues: No defined succession plan for leadership or ownership Unclear expectations around how future partners would be selected, evaluated, and integrated A desire to grow the ownership group while preserving the...
Succession Strategy For A Leading Regional Law Firm
Legal: Succession strategy for a leading regional law firm ISSUE A mid-sized law firm was transitioning to its next generation of leaders. The ownership wanted to pass control without disrupting operations or weakening profitability. The partnership structure...
Supply Chain Improvement and Cost-cutting
Supply Chain Improvement : A leading North American automotive manufacturer ISSUE A major economic downturn resulted in the need for significant cost-cutting in their vehicle production and parts procurement. Part suppliers performed inconsistently, and the...
Strategic Transformation After Private Equity Acquisition
Strategy and Operations Improvement: A Canadian leader in dairy farm equipment ISSUE After being acquired by a private equity firm, the company faced a leadership transition that required strategic and business planning support. We guided the transformation...
Implementing Lean Practices In a Legal Environment
Improve Cash Flow: A leading regional law firm ISSUE The client aimed to strengthen cash flow by reducing work-in-progress, accelerating accounts receivable collections, minimizing unbilled disbursements, and maximizing billable hours. RESULT Analyzed sources...
Luxury Hospitality Facility
Hospitality Business: Developing and launching a business plan for a luxury hospitality facility ISSUE Entrepreneur needed to develop a premium-quality rural property and create a revenue generating business. This required extensive competitive analysis,...
Innovative Construction Start-Up
Start-up Business Planning: Strategy for an innovative construction product that could revolutionize the paving industry ISSUE Strong environmental and sustainability concept required a business plan for commercialization. Although the product held great...
Driving Growth with Lean Operations and Strategic Focus
Lean Process Improvement & Strategy Development: A global leader in environmental testing services ISSUE Put a strategic planning infrastructure in place to improve operating performance and get management and ownership to share the same performance...
Restructuring Training: Global Cloud Services Provider
Improving Training Services : The world’s leading cloud service provider ISSUE Global training priorities were misaligned and provided inconsistent levels of staff support and training in different regions. The objectives of each region needed to be aligned...
Leading Building Construction and Maintenance
Leading Building Construction and Maintenance ISSUE The client experienced a major COVID-related contraction that reduced its revenue but improved operating margins. Our goal was to grow again while maintaining operating margins at the new level by changing how...









