Client Successes
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Client Successes
At Strategy Solutions, Inc. – we work hard to deliver results, provide value, and help our clients accomplish their objectives. Below are sample successful consulting engagements where we helped clients navigate their challenges and/or capitalize on their opportunities.
Institutional Investment RFP Administration – National Non-Profit
Client’s Objectives Supplement fiduciary duty of a $42 million investment portfolio by: administering solid investment management RFP process selecting the top investment manager Project Identify top-tier institutional investment managers Develop leading practice RFP...
Strategic Planning – Retirement Community
Client’s Objectives Develop post-pandemic strategic plan Identify advancement strategies to reach next level Prepare for CEO’s retirement Project Facilitate comprehensive strategic planning process, with input from the Board, management team, key employees, residents,...
Strategic Planning Facilitation – Group of Five Related Entities
Client’s Objective: Develop a post-pandemic strategic plan to take their five entities to the next level Project: Facilitated a comprehensive strategic planning process including the owners, management team, key employees, and advisors Results: Evaluated current...
Forensic Investigation – Healthcare Industry
Client’s Objectives: Obtain an outside forensic investigation of a non-owner CEO and internal control improvement recommendations Project: Brainstormed with the Finance Committee Chair on what was known to occur, additional risk areas, and our recommended...
Accounting and Construction Management Assessment – Large Excavating Contractor
Client’s Objectives: Strengthen company effectiveness (people, processes, and technology) and prepare for a next level ERP software system Project: Assessed estimating, construction management, field operations, job costing, accounting, and reporting functions...
Forensic Investigation – Real Estate and Property Management Companies
Client’s Objective: Obtain an independent forensic investigation of disbursements nonactive owners believed were questionable Project: Brainstormed with nonactive owners on risk areas and analysis they could perform to minimize their forensic investigation fees...
Organizational Structure and Owner Succession Planning Assessment – Family-Owned Fuel Wholesale Distributor
Client’s Objectives: Evaluate management’s strengths and weaknesses, organizational structure/clarity, and owner’s retirement succession ideas Project: Assessed strengths/weaknesses, organizational structure, key employees/family members, and succession plan thoughts...
Phantom Stock Plan Review – Large Community Bank Holding Company
Client’s Objectives: Assist Board Compensation Committee in reviewing their CEO’s phantom stock plan (PSP) and analyze advantages/disadvantages of various payout options Project: Participated in Board Compensation Committee’s PSP review discussions Ensured PSP model...
Organizational Effectiveness Assessment – Professional Services Firm
Client’s Objectives: Improve the organizational structure and management practices to more efficiently/effectively run the firm and support future growth Project: Obtained Board, owner, and employee organizational effectiveness survey input Assessed the organizational...
Pricing Model Development Assistance – Startup Manufacturing Company
Client’s Objectives: Estimate expected manufacturing/overhead costs and develop profitable pricing for a John Deere opportunity Project: Developed a detailed long-term Excel pricing model, lead the quantification of management’s initial assumptions, and transitioned...
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