William and Jenny

The engagement is a win! Our biggest need was providing a stronger foundation for our smaller family company. While growing over the last several years, we as owners jumped in and DID whatever was needed to complete the operation, which required us to wear multiple hats several times a day.

We lost key team members unexpectedly and struggled to replace them. This caused stress and left employees feeling uncertain about their roles.

Though financially stable, our business lacked repeatable processes. Thanks to their guidance, we now have clear job descriptions, an employee handbook, an organizational chart, and a yearly operations timeline. We’ve also learned how to identify and address critical issues, added new team members, and set performance expectations.

We expect these improvements to boost efficiency, sales, and our brand. Our project manager and business consultant were a perfect fit — knowledgeable, supportive, and truly valuable partners.

Initially hesitant to invest, we researched and found honest reviews. Moving forward, we committed fully and have been very satisfied with the results.

Meet Ryan

Over the past six to seven weeks, Rick has worked closely with the management team achieving remarkable progress in multiple areas. With Rick’s guidance, we have successfully built a brand, which previously did not exist. This lack of branding
was identified as a critical factor that cost the company a $40+ million project slated for 2024.

During this engagement period, we significantly improved company-wide communication across divisions—an increase we estimate to be nearly 100-fold. Through a “Burn Sheet” process, we uncovered opportunities for improvement valued at hundreds of thousands of dollars across various areas of the company. Of the issues we identified, 80–90% were validated as critical, requiring correction.

Additionally, we recognized the importance of using financial data to drive management
decisions. With Rick’s support, we facilitated a leadership restructuring that transitioned me to the role of CEO. This shift ensures the long-term sustainability of the changes introduced and aligns the company with its future revenue goals.

Rick also emphasized the value of Key Performance Indicators (KPIs) for project
superintendents and the management team. This initiative alone is projected to increase net profit by approximately $500,000. Furthermore, Rick presented multiple succession plans tothe ownership team, guiding us to select a structure that guarantees the company’s viability for decades to come.

Overall, Rick’s contributions have significantly enhanced employee morale across the company. The entire team is energized by the new direction, and we are confident in our path forward. Personally, I feel privileged to have had Rick as a mentor during this transitional period, and I will always look back on this time with gratitude and appreciation.

Meet Josh

Our experience has been a 5-star experience. From the first visit to our office to wrapping things up 7 weeks later, so much has been learned. Highlights to me have come in the growth and development of my team. Rick arrived and provided me with accountability and vision to move my company to the next level.

Within the first 2 weeks, the information and knowledge gained from observation and employee interviews was extremely beneficial. Over the next 2 weeks we put that knowledge to use through utilizing “Burn Sheets.” We were immediately able to identify improved processes and increase revenue and profit which prior to going through this process would have seemed unattainable. Team involvement and buy-in to the new process was accepted really well. Seeing team members feel recognized and be an intricate part of the decision-making was really cool to watch and be part of.

Meet John

The engagement to improve company operations was a huge success! I requested 3 key items:

1. Tools to properly track and monitor the business
2. Improve operations through productivity increases, efficiency enhancements, and process/policy/procedures documentation
3. Give me the time to think and dream about what’s possible

The solutions/actions taken for each of these items either met or exceeded my expectations. Within the first 2 weeks, I was able to think more “on” the business due to the creation of our Leadership Meetings. They ensured the team was actively involved and took responsibility for their ‘Burn Sheets’, finding and fixing inefficiencies. These improvements drove our ability to track the business through individual department KPIs, and deliver the operational improvements I was hoping for. Most importantly, we established our individual managers as leaders charged with growing/improving the business.

One additional item that had a significant impact but was not initially identified as an area of improvement or creation was the creation of our new client relations department. This department, which is charged with sales and marketing to our target customers will exponentially drive sales growth and establish us as the primer company in the US market.

Thank you for assigning such an insightful Advisor to our engagement. He worked directly with our team and engaged them one on one to assist them with any tasks and helped them think about how to do things differently.