CS No. 030911 – Financial Services: A 10 year old minority-owned financial service company in Southfield, MI.
Coaching third generation managing partners in redesigning their business and their future.
The Breakthrough Target
The breakthrough targets were as follows:
- Breakthrough in the ability to generate revenue
- Increase the firm’s market share
- Creation of a viable operating model
- Deliver the firm’s value proposition
- Creation of a bold future for the company
After eight months of coaching we produced some remarkable breakthroughs towards the company’s future:
- Company increased revenue by 166% year-over-year
- Profit rose from $18K in loss to $33K in profit an increases of 84%
- The firm relocated the main office to a premier location in a high traffic business district
- Created a bold strategic intent for the company that reached years into the future
- The firm introduce three new services that resulted in a new line of business with high potential profit center
After 14 months into the engagement, the managing partners currently evaluate the R.O.C at minimum of 12 times! (1200%)