$11.2M Revenue Exceeded Goals, Owner Retired On Schedule

Successful software and data management company reached $4M in annual revenue, but was stuck
Owner knew the company could achieve more, but did not know how to take it to the next level
Goal was to scale the company to $10M over a 3-year period and for the owner to transition the company to another leader and retire
Company had developed a new data analytics tool and wanted to take it to market as a subscription-based service

Assessed the company’s operations and overall performance and created a baseline to work from
Developed a custom growth plan that included accelerating current products/services, as well as the new digital offering
Transitioned the focus to new target markets, increased prices, and started selling to larger organizations
Coached/trained leaders on various aspects of business, leadership, and scaling a company

Leaders overcame their fears/constraints and achieved a higher level of confidence about the future
Company exceeded the goals and earned an impressive $11.2M in total revenue
Succession plan was executed flawlessly, owner retired on schedule, and new leaders are running the business with laser precision

Business Intelligence