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    Client Work

    We don't talk about results. We show them.

    Six companies. Different industries. Different underlying problems. Here's what we did about them.

    Financial Services

    Expanding a Financial Services Company Through a Regional Director Program

    30+territories
    Nationalfootprint
    Most of USoperational coverage

    There's a version of this story that happens all the time. A business works really well in one place, so the founders assume it'll work everywhere. Then they try to expand and discover that what made them successful locally was mostly them: their relationships, their reputation, their ability to be everywhere at once.

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    Real Estate and Auctions

    Building a Top-Performing Auction Marketing Company Inside a Real Estate Franchise

    50+industry awards
    17+years running
    100s of Min assets sold

    In 2006, a rural-focused real estate franchise was growing fast, over five hundred locations, adding more by partnering with auctioneers who specialize in selling land quickly through accelerated campaigns. The problem was that auctioneers needed serious marketing support the franchise wasn't equipped to give. Nobody had built the internal capability because nobody had anticipated needing it this badly. The infrastructure hadn't kept up with the growth, and that gap was starting to show.

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    Healthcare

    Diversifying Revenue Streams for an Independent Medical Practice

    30+miles draw radius
    6yrsof engagement
    Multiplenew revenue streams

    Most medical practices are, economically speaking, hostages. They provide care, they submit claims, they wait. The insurer decides what the work is worth. This practice wanted out of that trap, or at least a way around it.

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    Financial Planning and Wealth Management

    Transforming a One-Person Wealth Advisory into a Competitive Firm

    401kcontracts with large companies
    High-profilemarket recognition
    Solo→​Partnerfirm structure

    The founder of this firm was genuinely skilled. He understood money, he understood clients, and he had good instincts about risk. What he lacked was confidence in the parts of running a business that had nothing to do with financial planning: marketing, business development, the relentless work of convincing larger organizations to trust a small firm with their employees' retirement accounts.

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    Technology

    Scaling a Metaverse Platform During a Global Pandemic

    Nationaladoption
    #1powers fastest-growing brokerage
    Weeksto build

    When the pandemic hit in 2020, businesses worldwide suddenly needed new ways to collaborate as physical offices shut down. This client, a metaverse platform, had built something that could address those needs. But the company was still a small team and lacked the infrastructure to scale quickly during what turned out to be a very short window of opportunity. The demand was immediate and enormous. The capacity wasn't.

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    Home Services

    Preparing a Family-Owned Business for Acquisition

    Soldto new family
    Systemsran without owners
    Sustainedpost-sale success

    Here's the thing about a lot of family-owned businesses: the business is the owners. They get the customers, they do the relationships, they are functionally the reason the business works. Which is fine until the day they want to sell it, and then it's a serious problem.

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    Your business has the same problem. Most do.

    The question is whether you fix it before it costs you.

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