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Financial Services Company
Case Studies

Financial Services Company

By June 18, 2015December 3rd, 2019No Comments

Case Study No. CS051114

Engagement Type: Business Coaching

Advisor: Doron York

The Company: A 10 years old minority-owned Financial Service company in Southfield, MI

THE BREAKTHROUGH TARGET

The breakthrough targets were as follows:

  • .Breakthrough in the ability to generate revenue

  • Increases the firm market share

  • Creation of a viable operating model

  • Divers the firm value proposition

  • Creation of a bold future for the company

THE RESULTS

After a year of coaching we produced some remarkable breakthroughs towards the company’s future:

  1. The company increased revenue by 166% year-over-year

  2. Profit rose from $18K in loss to $33K in profit

  3. The firm relocated the main office to a premier location in a high traffic business district

  4. Created a bold strategic intent for the company that reached years into the future

  5. The firm introduces three new services that resulted in a new line of business with high potential profit center

THE R.O.C

After 14 months into the engagement, the managing partners evaluate the R.O.C at the low end at 12 times! (1200%)