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PROJECT CASE STUDIES

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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.

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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.

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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.

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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.

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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.

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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.

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