Case Studies

Client 1

Cost Reallocation

35% reduction in costs, reallocation to product development and distribution

Client 2

Consolidated Customer Service

A technology development. 40% reduction in costs, 60 reduction in customer service complaints

Client 3

Productivity Enhancement

Identified 67% of work flow activities as pass-and-wait (no value added)

Client 4

M&A Evaluation

35% costs cost savings via integrated customer service and product development

Client 5

Market Strategy

30% increase in sales via expansion to new markets

Client 6

Market Analysis & Strategic Focus

25% increase in sales via new product development

Client 7

Exit Strategy & Valuation

Increased valuation by 20%

Client 8

Financial Benefits Network

For community-based asset retention.

Developed a new model for consumer-based financial services (wealth-creation vs. wealth management)

Client 9

Economic Development

Increased pipeline throughput by 75%

Client 10

Capital Formation & Liquidity

Doe technology platform development.

Increased access to capital for emerging middle market & middle market companies

Client 11

Cost Reduction / Affordability
And hands-on care: elder Care & assisted living

Identified potential 25-50% cost reduction and reallocation

Client 12

Capital Formation / Business Expansion

100% increase in revenue over three