Strategy Development and Execution

Strategic Positioning for Growth

Strategic Positioning for Growth Client Situation The executive management team at a port authority was tasked by its port commission with identifying the value that was being placed on its long-term strategic plan. The strategic plan incorporates the long range business plan for the Port itself, but also for the surrounding metropolitan area in terms of enhancing the business growth, primarily in terms of job growth. Their task basically [...]

Strategic Positioning for Growth2020-01-15T00:29:50+00:00

National Wireless Company Adds 500,000 Subscribers Due to New Media Strategy

National Wireless Company Adds 500,000 Subscribers Due to New Media Strategy Client Situation A national wireless services company with more than 50 million subscribers wanted to drive more new subscriber prospects to their Telesales channel, where, based on a live salesperson’s ability to talk directly to a subscriber prospect, sales conversion rates were 500 percent higher than sales conversions via their website. Unfortunately, existing marketing campaigns were driving traffic [...]

National Wireless Company Adds 500,000 Subscribers Due to New Media Strategy2020-01-15T00:33:05+00:00

Major City Saves $330 Million in Municipal Office Space Costs

Major City Saves $330 Million in Municipal Office Space Costs Client Situation A major U.S. City’s downtown municipal campus consisted of a hodgepodge of older buildings no longer suitable for its needs. It needed to consolidate its municipal office space. Solution After assessing the situation, an executive with extensive commercial real estate experience, now a NextLevel partner, worked with the City’s team to develop a master plan and provide [...]

Major City Saves $330 Million in Municipal Office Space Costs2020-01-15T00:33:19+00:00

Luxury Personal Services Provider Gains Control Over Finance Function to Support Business Growth

Luxury Personal Services Provider Gains Control Over Finance Function to Support Business Growth Client Situation A luxury personal services provider with $70 million in revenues held a dominant market position with 10 salons/spas and two training academies, but lacked the capital and finance leadership to take full advantage of these strengths in a fast growing economy. Private equity ownership needed CFO leadership to restructure debt, finalize prior year reporting with [...]

Luxury Personal Services Provider Gains Control Over Finance Function to Support Business Growth2020-01-15T00:33:59+00:00

Aerospace Robotics Company Transitions from R&D Operation to Manufacturing Firm

Aerospace Robotics Company Transitions from R&D Operation to Manufacturing Firm Client Situation An aerospace robotics company had been engaged in research and development for over 10 years for major aerospace manufacturers with the mandate to develop unique, robotic tool solutions for aircraft manufacturing. Upon receipt of a large order, they found themselves unprepared to deliver their proprietary systems at volume.  They required the immediate establishment of manufacturing systems and [...]

Aerospace Robotics Company Transitions from R&D Operation to Manufacturing Firm2020-01-15T21:35:48+00:00

Global Internet Corporation Returns to Viability through Strategic Planning Process

Global Internet Corporation Returns to Viability through Strategic Planning Process Client Situation A global Internet security company was going to roll out a converged product that would replace multiple existing hardware and software products with a single hardware platform and a single software platform. The company hired a new CEO, now a NextLevel partner, to lead this effort. During the engineering review process it became apparent that the converged [...]

Global Internet Corporation Returns to Viability through Strategic Planning Process2020-01-15T21:36:45+00:00

Professional Services Consulting Firm Implements New Business Strategy

Professional Services Consulting Firm Implements New Business Strategy Client Situation A NextLevel client provided business consulting services in six Western US cities, and had completed an internal eight-month process to respond to internal and competitive pressures by changing corporate strategy. The strategy called for the client to change its geographic-offices-only business structure by building industry- and topic-specific practice groups operating across all locations. The client had done most of [...]

Professional Services Consulting Firm Implements New Business Strategy2020-01-15T21:37:23+00:00

Medical Device Company Improves Financial Management to Ensure Continued Growth

Medical Device Company Improves Financial Management to Ensure Continued Growth Client Situation A medical device company was growing at double digit rates and anticipated continued expansion. The company expected they would need bank or additional equity to fund continued growth or an acquisition. Management wanted to improve their financial control and reporting in order to secure additional investors as well as to improve on-going operating efficiency of the company. [...]

Medical Device Company Improves Financial Management to Ensure Continued Growth2020-01-15T21:38:28+00:00

Bank Holding Company Under Pressure, Analyzes Competitors to Improve Position

Bank Holding Company Under Pressure, Analyzes Competitors to Improve Position Client Situation A bank holding company was #1 and #2 in deposit market share in its two states of operation but was facing competitive and potential acquisition threats from competitors. The company wanted to review its operations to respond to the potential threat. Solution A NextLevel executive, as head of strategic planning and business development (M&A), assisted the company’s [...]

Bank Holding Company Under Pressure, Analyzes Competitors to Improve Position2020-01-15T21:39:51+00:00

Professional Services Firm Avoids Bankruptcy, Becomes Profitable in 90 Days

Professional Services Firm Avoids Bankruptcy, Becomes Profitable in 90 Days Client Situation A venture-backed $81 million firm expanded too rapidly, completing two acquisitions and then attempting an IPO. When the IPO failed and the services market encountered a slowdown, the company was within three months of going bankrupt. Solution A NextLevel executive, as CFO, assisted the owners (Board) and CEO in completely evaluating the firm’s strategy and business performance, [...]

Professional Services Firm Avoids Bankruptcy, Becomes Profitable in 90 Days2020-01-15T21:40:35+00:00
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