RESTAURANT Franchise – Market & Competitive Analysis
Industry: Food & Beverage
Client Type: Franchise Operator
Situation
A prospective franchise operator explored opening a location of a well-established BBQ restaurant chain in a growing suburban market undergoing redevelopment. While the brand carried strong recognition, the client was concerned about entering a highly competitive BBQ landscape and needed clarity on how the concept could compete and stand out.
Before moving forward, the client sought a clear understanding of the market landscape, and a business plan to guide execution and support funding discussions.
Our Approach
Our team evaluated the competitive environment to determine how a recognized brand could succeed within a saturated market.
Assessed competitive density and positioning across the regional BBQ and fast-casual market
Identified differentiation opportunities, including a non-traditional BBQ breakfast menu and adjusted operating hours
Validated demand and positioning through market and consumer insight
Developed a business plan translating research into launch direction and funding readiness
Outcome
The client entered the market with a differentiated concept, clear execution strategy, and a data-driven business plan successfully opening the restaurant with confidence and direction.
Boutique PR Firm – Growth & Structure
Industry: Public Relations
Client Type: Professional Services Firm
Situation
This firm maintained strong client retention and steady demand, but internal structure had not evolved alongside growth. Services were loosely defined, pricing lacked consistency, and the firm remained heavily founder-dependent.
Owner recognized that without formal systems, continued growth could stall or become unsustainable.
Our Approach
This engagement focused on professionalizing the firm while preserving momentum.
Structured service offerings and pricing to support consistency and scalability
Established internal systems to reduce operational friction
Clarified engagement scope and risk through contract review
Supported early-stage team development and growth alignment
Outcome
The firm transitioned into a more structured professional services model, gaining pricing confidence, operational clarity, and a foundation for long-term growth.
CLEANING SERVICE – Strategic Planning & Operational Scaling
Industry: Commercial & Residential Cleaning Services
Client Type: Small Business / Service Provider
Situation
A residential cleaning company with over a decade of experience sought to expand into commercial and government contracting. While the business had consistent residential demand, operations were built around the owner as the primary technician, limiting scalability and growth.
Key challenges included:
No formal staffing model to support expansion
Limited operational structure beyond residential services
Unclear financial impact of scaling into commercial and government work
Need for a long-term strategy that balanced growth with cost control
Client required a clear, realistic plan to scale responsibly without compromising service quality or profitability.
Our Approach
We developed a comprehensive, multi-year strategic plan focused on operational readiness, staffing, and financial sustainability.
Designed a 5-year strategic growth plan outlining the transition from residential-only services to commercial and government contracts
Built a staffing strategy aligned with projected growth, including roles, capacity planning, and phased hiring
Developed a financial model to assess revenues, expenses, and profitability as staffing and service mix expanded
Analyzed operational differences between residential, commercial, and government cleaning services
Identified cost-control opportunities and operational efficiencies to support sustainable scaling
The plan emphasized intentional growth, ensuring each expansion phase was financially and operationally supported.
Outcome
As a result of this engagement, the company:
Gained a clear roadmap for transitioning into commercial and government contracting
Understood the staffing and operational requirements needed to scale
Improved visibility into financial performance across growth phases
Positioned the business to expand beyond owner-dependent operations
Business Advisory Firm – Profit Optimization
Industry: Business Advisory
Client Type: Professional Services Firm
Situation
A business advisory firm operating for several years continued to function like a startup. While revenue existed, inconsistent pricing and underutilized offerings led to missed opportunities and unstable profitability.
Our Approach
We focused on aligning value, effort, and profitability.
Reviewed pricing models and service mix
Identified monetization gaps across existing offerings
Recommended margin improvements without adding operational complexity
Outcome
The firm increased profitability and shifted from reactive operations to a more intentional, sustainable growth model.
nonprofit – Organizational Sustainability Planning
Industry: Nonprofit
Client Type: Charitable Organization
Situation
A charitable organization with a clearly defined mission and growing program visibility sought support in strengthening its long-term sustainability. While the organization had demonstrated impact and community relevance, growth introduced new complexity across operations, staffing, and funding.
As opportunities expanded, the organization recognized the need for a more intentional framework to support stability, align internal capacity with growth, and reduce reliance on short-term or reactive decision-making.
Our Approach
We partnered with the organization through a structured sustainability planning engagement focused on long-term organizational health.
Assessed organizational capacity, operational alignment, and growth readiness
Evaluated program structure and scalability considerations
Identified opportunities to strengthen internal systems and accountability
Developed an organizational sustainability plan to guide decision-making, resource alignment, and responsible growth
The sustainability plan served as a strategic framework to support continuity, resilience, and mission-aligned expansion.
Outcome
The organization gained:
A clear roadmap to support long-term sustainability
Improved alignment between programs, operations, and organizational capacity
Greater clarity in planning for growth while managing risk
A framework to guide future decisions and institutional confidence
TRANSPORTATION – Operational Structuring & Compliance Readiness
Industry: Transportation & Logistics
Client Type: Small Business
Situation
A transportation company sought support in building a compliant and scalable operational foundation within a highly regulated industry. While the business was positioned to enter the market, internal structure and operational clarity had not yet been established to support long-term growth.
The company needed guidance to ensure the organization was set up correctly from the outset while reducing operational and compliance risk.
Our Approach
We focused on building a structured operational foundation aligned with industry requirements.
Supported organizational structuring to clarify roles, responsibilities, and workflows
Addressed compliance-aware operational considerations required for regulated environments
Established internal systems to support accountability and scalability
Provided strategic guidance to reduce early-stage operational risk
Outcome
The company gained:
A clearer operational structure aligned with industry expectations
Improved readiness to operate within a regulated environment
A foundation positioned to support future growth and stability