Case Studies

High-growth
Law Practice

Software as
a Service (SAAS)

Insurance
on Demand

Here are a few examples of our recent client success stories.​

A little more info here. To begin, we show you how to analyze the strengths and weaknesses of your current business. Based on that, we guide you step-by-step to design and implement the Vision that inspired you to start in the first place.

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High-growth Law Practice

When we first met Ted we realized we were working with a highly instinctive entrepreneur. He had three huge problems: Inability to meet rapidly growing demand, inability to make good hires, and a complete lack of adequate financial systems.

Over the course of two years, we helped him reorganize his staff structure, implement training and development, bring in a highly skilled accountant, and implement a brand new financial system. We also guided him through the process of getting funding from non-traditional lending sources.

Less than two years after we started, Ted’s operation went from a $2.5 million company with 25 employees to a $9 million company with 90+ employees. He is now set up to grow his company to $25+ million within the next three years.

Software as a Service (SAAS)

When I first met Mike, he was a an established software entrepreneur. He was feeling stuck and knew he lacked the experience to grow beyond his current stage of business. When we met, he had been in business for over ten years. However, because he lacked continuous improvement, his software systems were outdated and Mike’s interest in the enterprise waned. Revenues eventually dipped below $4 million.

When Mike reached out to us, we made a plan to sell off a division of the company. This removed any distraction from the main event and raised some much needed capital for growth. The next step was to put Mike back in creative control of the company, launch a brand new online digital marketing program, and come out with a new line of products.

One year later, Mike’s company is growing once again. And prospects have never looked better.

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Insurance On Demand

When Jim first came to us, his insurance agency was in trouble. For starters, after two years the agency hadn’t made a profit. And it was digging a huge hole in his pocket. His biggest problem was in trying to outsell the overwhelming competition coming from the five biggest national advertisers. His biggest advantage was that he could write more types of policies than the big guys.

This gave us a wild idea. Instead of compete with the big guys, why not service them? So we helped Jim design a web portal through which his former competitors could get Jim to write the policies for them that they couldn’t write. Commissions were split and sources protected. It was almost an overnight success.

When we met, Jim’s company was only generating $500K per year. Now they’re doing upwards of $2+ million.

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