Clients & Case Studies

We help you grow. Period!

Client Profile

We’ve never heard a client say this to us when describing their situation: “We’re growing too much, we’re executing too well, we have way too much talent, and we’re having far too much fun!” Our unique firm desires to work with companies that want to grow, and with leaders who clearly recognize the challenges their company faces and are open to the idea of getting outside help.

In addition to having a growth-oriented mindset, our most successful clients are typically in similar situations that create a need for our services. We may be an ideal fit if your situation and needs align with these:

• Typical Situations – Companies with a strong desire to grow but who lack a solid plan/strategy, capital, talent, aligned teams, or excellent execution.
• Need for Specific Services – All of our services support the four pillars of success:
  • Assessment – Situational analysis
  • Leadership – Key advisor relationships
  • Executive coaching/development
  • Key employee recruitment, on-boarding, and development
  • Team development/coaching
  • Financial analysis and modeling
  • Strategic planning – “Ya gotta have a plan!”
  • World-class execution plans
• Target Financial/Size – Companies with annual gross revenues of $5 Million to $500 Million.
  • Comfortably capable of and familiar with paying professional fees.
• Industries/Markets – We’ve worked with companies in many industries and feel equally comfortable working with companies in almost any market space. (See below for examples.)
• Ownership – We prefer to work with privately held/owned companies.
• Relationship – In addition to recognizing a need for help and a willingness to receive help, the leader ideally will also be open to developing a strong relationship with us.
  • We really shine when leadership allows us the ability to “come along side of” them and create what we call a “fellow traveler” relationship.
• Geography/Location – We are located in Minneapolis but work with companies across the region. We are very open to working with companies in out-state areas.

We have a unique passion for doing this important work, and we are committed to helping you and your company get through any critical transition you face and lay the foundation for sustained growth. The closer you are to our “ideal” profile, the better our odds of ultimate success.

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Case Studies

• $1+ Billion National Service Company
  • Worked closely with the organization’s Chairman & CEO on choosing and integrating his successor.
  • Coached and developed the company’s top 20+ executives over the ongoing 15-year working relationship with the company.
  • Coached the presidents/COOs of each of the company’s operating companies.

• $25 Million Senior Care Organization
  • Successfully helped the president develop a $30 million strategic expansion and developed and authored the organization’s Leadership Succession Plan.

• $6+ Billion International Beverage Company
  • Engaged in long-term executive development relationships with the company’s president/COO and two VP-level members of the company’s senior leadership team.

• $20 Million Local Manufacturing Rep Firm
  • Coached the organization’s president through ownership transition and major organizational restructuring.
  • Worked closely with the organization’s leader on choosing and integrating the organization’s successor.

• Large Electric Power Cooperative
  • Helped identify, recruit, and hire the General Manager/CEO of the organization’s subsidiaries.
  • Helped the CEO of the two subsidiaries with organizational and financial turnaround of the businesses, market re-positioning, strategic planning, and major organizational restructuring.

• $2 Billion Locally based Worldwide Medical Company
  • Assisted the company in identifying and hiring its Chief Executive, the #3 executive in the organization’s multi-billion-dollar worldwide conglomerate.
  • Coached and advised the company’s leaders through multiple major changes.
  • Served on the company’s Board of Directors.