Advisory

  • Preparing a Family-Owned Natural Resource Business for Generational Continuity

    Business • Family-Owned Enterprise • Land, Timber, and Natural Resource Management
    A family-owned land and natural-resource business needed to prepare for its next stage of ownership, management, and organizational growth. The work involved more than business planning. It required careful attention to family relationships, fairness,…
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  • Building the Performance Foundation for a Growing Manufacturer

    Architectural Products and Building Systems • Business • Manufacturing
    A growing manufacturing company wanted to strengthen its culture, drive organizational strategy, develop its leadership pipeline, and create a more disciplined foundation for performance management. The organization had built a strong market position through…
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  • Creating Strategic Direction for an Education Foundation

    Community and Student Support • Education Foundation • Nonprofit
    An education foundation wanted to strengthen its strategic direction, define value more explicitly, and ensure its work, resources, and operating priorities were aligned around long-term impact. As a nonprofit supporting students, educators, and the…
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  • Building Strategic Direction Across a Complex State Government Agency

    Government • State Government • Workforce, Labor, Employment, and Public Services
    A large state government agency responsible for workforce, labor, employment, and related public services needed a strategic planning process capable of working across significant organizational complexity. The department included thousands of employees, numerous bureaus,…
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  • Building the Strategic Playbook for a High-Growth Marketing Company

    B2B Marketing • Business • Customer Acquisition Services • Direct Mail • Print
    A high-growth marketing services company had achieved strong year-over-year performance and was continuing to expand its team, client base, capabilities, and operational footprint. As the company grew, its executive team wanted to preserve what…
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