Digital Media Company Develops Strategic Partnership with Two other Companies to Create a Significant New Business
Client Situation A market leader in digital media desired to expand its audience reach into the business-to-business (B2B) market and was looking at two other companies who might provide key components for a unique partnership. One of these companies was a leader in financial market data that desired to expand into the business-to-customer (B2C) market, […]
Development of Improved Executive Compensation Plan for Privately Held Company
Client Situation A privately-held company had a complex equity compensation plan for executives that had been developed several years earlier in a very different economy; it was primarily designed by an employee who was no longer employed there. The plan was difficult to understand for participants and for the board. It was not clear whether […]
Dental Benefits Company Changes Venture Investment Strategy to Accelerate Growth
Client Situation This leading not-for-profit health company was highly successful and looking for ways to improve positive impact on their mission. At the time, there was very little new startup capital or activity in the oral health industry, at a time when the broader healthcare market was launching more than a thousand venture-backed startups per […]
Declining U.S. Operation of European Manufacturer Restores Profitability within Six Months
Client Situation A U.S. business unit that manufactured cleaning equipment, owned by a larger European publicly held corporation, was losing money despite modest sales growth and a competitive market position. The business had been profitable when acquired by the corporate owner several years ago. The entrepreneur/owner was no longer running the company, and day to […]
Custom Manufacturing Company Improves Pricing Model for Better Performance
Client Situation A small custom manufacturing company used a simple pricing model that charged a higher percentage markup on direct costs for complex and longer jobs than it did for simpler, shorter production processes. This appeared to be rational but did not fully account for all the differences in production jobs. For example, when some […]
Consumer Small-Appliance Company Expands with European Sales & Business Development
Client Situation A consumer small kitchen appliance company successfully launched a new product in the United States. Sales were growing at leading retail stores as well as online. The company believed the product would do well Europe and wanted to expand business development and sales there. Solution The company President, a E78 Executive, traveled to […]
Consumer Products Manufacturing Company Corrects Alignment Issues to Achieve Strategic Goals
Client Situation The CEO of a beverage manufacturer had a loosely formalized and communicated strategic plan to achieve $1 billion in revenues and a defined EBITDA target within three years through introduction of new products and further penetration of its existing product line. Fairly early on, however, it became clear that the company was not […]
Consumer Packaged Goods Business Unit Accelerates Growth Despite Stiff Headwinds from the “Great Recession”
Client Situation After weathering the “great recession,” a major outdoor business undertook an organization restructuring to put the emphasis back on its core brand assets, moving from a shared resource platform to business unit platform focused on its brands to accelerate growth and gain market share. There was a dire need by the then-current president […]
Consumer packaged food company stabilizes in the face of high executive turnover
Client Situation A family-owned grower and producer of organic consumer packaged food products faced the departure of a CFO with 10 years of company experience, followed shortly thereafter by the departures of the controller and FP&A manager. These departures created tremendous instability in the company in the face of the annual budget and year-end audit. […]
Consumer Packaged Food Company Requests In-Depth Review of its Finance Organization and a Roadmap of Recommendations to Achieve Excellence
Client Situation A family-owned grower and producer of organic consumer packaged food products brought in a new CFO following the departure of a predecessor with 10 years of company experience. The new CFO encountered several deficiencies in current accounting processes including lack of inventory reconciliations and inadequate accruals for trade promotion spend, sales commissions, and […]
