Case Studies

An Exit/Entrance Plan (Exit Planning)

The founder and equal partner of a top Midwestern PR firm was planning his well-deserved retirement after 40 years in the business and felt confident he was leaving the agency in the good hands of […]

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A Happy ESOP Fable (Exit Planning)

An owner of a business with a highly dedicated staff wanted to exit—and preferred to pass the torch to his management team and employees in recognition of their contribution to the company over the years. […]

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Getting the Numbers Right (Strategic Consulting)

A high-powered public affairs firm in the Southeast was “knocking it out of the park” when it came to winning new business pitches and providing clients with premier consulting and creative services. Revenues continued to […]

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