Services
Three ways to engage. Nine areas of expertise.
Most clients start with an assessment. Many continue into an accountability program. Every engagement draws on the same senior team and the same nine practice areas.
Engagement 01
Strategic Assessment. See the company the way your people do.
Confidential interviews across every level of the business, distilled into a clear report of what is working, what is not and what to fix first.
- One-on-one interviews led by a senior principal
- Written findings in your team’s own language
- Prioritized quick wins and longer-term moves
Engagement 02
Accountability Program. From plan to daily habit.
A structured follow-through program that turns assessment findings into measurable goals, regular reviews and managers who hold each other to them.
- One-page strategic plan with named owners
- Monthly accountability meetings, facilitated
- Scorecards tied to profit, not activity
Engagement 03
Digital Presence & AI. A website that earns the shortlist.
A modern site, search visibility and practical AI tools that make your expertise visible to buyers before they ever pick up the phone.
- Complimentary web presence analysis
- Fixed-fee rebuild with clear scope
- AI workflows your team will actually use
100%
Profit improvement
Placeholder: every accountability engagement has ended with a more profitable client.
25+
Years in practice
Spent at the table with clients, not producing slide decks.
36
States served
Current and past clients across the U.S. and abroad.
$20B
Largest client revenue
Clients range from $2M to $20B. The process scales both ways.
Trusted by industry leaders
Northwind Windows
Halcyon Manufacturing
Brightline Engineering
Oakridge Builders
Summit & Co. Coatings
Keystone Glass
Riverbend Distribution
Atlas Supply
Practice areas
Nine disciplines, one integrated team.
01
Strategic Planning
Direction, priorities and a plan people can remember.
02
Research & Reports
Market, customer and competitor insight you can act on.
03
Business Development
Pipelines, pricing and repeatable sales habits.
04
Research & Development
Bringing new products and services to market with less risk.
05
Human Resources
Roles, reviews, incentives and succession.
06
Management Consulting
Operations, structure and decision rights.
07
Marketing Communications
Clear messages for customers, staff and investors.
08
Branding & Digital
Identity, website and search presence.
09
Executive Forums
Peer groups for owners and senior leaders.
Where we work
Local principals, on three continents.
Our principals live in the regions they serve, so the person who interviews your team can also be in the room for the planning workshop.
Headquarters
Dallas, TX
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North America
Austin, TX
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North America
Boston, MA
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North America
Richmond, VA
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North America
Savannah, GA
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Europe
Lyon, France
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Middle East
Abu Dhabi, UAE
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Everything we do aims at three outcomes.
Loyal customers
Service and quality that keep clients coming back and referring others.
Engaged employees
People who understand the plan and their part in it.
Confident owners
Predictable profit and a business that runs without heroics.
Next step
Ready for an honest look at your organization?
Start with a no-obligation conversation. We will talk through your goals and sticking points, and whether an assessment makes sense right now.
Working with companies from $2M to $20B in revenue · Dallas · Boston · Lyon · Abu Dhabi