Second generation woodworking business desired growth and was uncertain of how to do it.
Smart, but unsophisticated owner operator requested counsel on how to grow the business toward an eventual exit.
Held several 1x1s with the owner, staff, and client representatives; conducted extensive market research into potential new clients / verticals, and a deep dive into the company’s finances to determine capacity for new debt.
Offered a multi-page summary of assessments and tactics with a timeline for a Phase 2 activity set that would translate the executive summary into a set of actionable deliverables with related milestones and goals.