PROJECT CASE STUDIES

Maximizing Valuation at Exit
Opportunity ~ Drive organic sales revenue and net earnings growth to maximize the client company's valuation at exit (sale).
Challenge ~ Create and execute a fully integrated sales and marketing strategy focused on profitable revenue growth. This was the company's first formal strategy.
Constraints ~ We needed to maintain 20% to 25% growth through the pandemic...read more.

Aging Brand Turn-Around
Opportunity ~ Revitalize an aging, life science brand in an increasingly competitive landscape.
Challenge ~ Grow annual revenue from $80 million to more than $250 million within three to five years.
Constraints ~ The company had been bought and sold three times over the previous eight years. This resulted...read more.

Startup - Biologics Technology Launch
Opportunity ~ Commercialize the world's first human umbilical cord-derived, pluripoent stem cell line.
Challenge ~ Launch a highly disruptive technology into a Blue Ocean market space. Challenge the scientific dogma surrounding stem cell research in the nascent days of the technology.
Constraints ~ A first of its kind, genetically normal, human stem cells had never been marketed before...read more.

Startup - Medical Device Engagement
Opportunity ~ Establish formal business operations and infrastructure for startup medical device company (Class II/III). Acting Chief Operating Officer.
Challenge ~ Quickly and efficiently develop business operations for release of first tranche of financing.
Constraints ~ The company's device is a complex...read more.

Professional Development Program (Veterans)
Opportunity ~ Create and execute a professional development program for combat veterans transitioning from the military to the civilian workforce.
Challenge ~ Develop a highly engaging and effective, experiential learning process for veterans, often diagnosed with PTSD and/or TBI, that enables successful...read more.
Our formal commendation from General David Petraeus.

The Transformational Entrepreneur ~ Revisited
Opportunity ~ I published my book 15 years ago this year. Is it still relevant in the Age of AI? Here is a White Paper summarizing the original book and an interpretation of how it is perhaps more significant today, than it was in 2011.
Challenge ~ Just for fun, I loaded the manuscript into Claude. Here's the chapter summaries and lessons the AI platform derived for today's AI-driven, entrepreneurial landscape...read more.