Recent Engagements

The list below shows selected client engagements undertaken in the past three years. The diversity of our assignments speaks to the breadth of skills we can bring to your project. A good breadth of skills is vital for a strategic planning exercise because proper strategic planning is multi-disciplinary and involves the application of many diverse skills and thought processes. Where confidentiality demands, the name of the company cannot be revealed.

Consumer Products Company (Revenue $20 million) - strategic & operational review.
B2B manufacturing company (Revenue $6 million) - strategic plan developed to double sales in 3-4 years.
Home Heating Company (Revenue $5 million) - Strategic Plan developed to double sales in 3 years.
Environmental Company (Revenue $1 million) - Product development Plan to ramp up sales to $10 million.
Manufacturing Company - Developed plan for employee buy-in (ESOP)
Medical Product Company Start-Up - New Product Marketing and Launch Plan.
Consumer Product Business Start-up - Assisted on business plan development.
IT Consulting company - Strategic Planning; assisted in merger with another company; developed a successful financing proposal; Assisted in valuation of business; Assisted in general strategic issues.
ISP & Software Consulting Company - Assisted in valuation of business & merger.
Graphic Arts and Web Design Company - Assisted in long-range strategic planning.
Construction Company (Revenue $8 million) - assisted in raising financing for future growth
Internet Pharmacy - Strategic & Business Plan to minimize regulatory risk.
Business Acquisition (Toronto) - Strategy & Business Plan development for a potential acquisition.
Medical products retail chain - Prepared for sale to industry consolidator
Trackitback - Worked with President to determine new strategic direction of the company.
B2B Company - Strategic Planning & business diagnostic.
Retail clothing store - assisted client to buy a second operation & develop a strategic plan.
Warm Home Insulation - Assisted new owner to evaluate and buy the company.
Construction Company - assisted in raising financing for a building project
Retail Store Operation - Prepared company, surveyed market, canvassed potential buyers for interest
Service Business (Winnipeg, Calgary) - Assisted in preparation of company for sale, including valuation. Assisted owner assess two offers.
Service Business (Winnipeg) - Assisted in preparation of company for sale, tripled bottom line prior to sale
Fast Food Industry (1) - Evaluated a potential acquisition. Due to key issues identified in the valuation process, the client did not proceed.
Fast Food Industry (2) - Evaluated a new store opening & prepared business plan. Client received funding.
Corporate Consolidator (public company) - Assisted them to identify potential take-over targets. Deal to close shortly.
Corporate Consolidator (private company) - Introduced client to three potential acquisitions
Corporate Consolidator - Introduced to potential target; deal closed.
Private Individual (1) - Identified potential business acquisitions. Currently in LOI phase.
Private Individual (2) - Identified potential business acquisitions. Introduced to multiple potentials
Private Individual (3) - Identified potential business acquisitions. In progress
Private Individual (4) - Identified potential business acquisitions.
Various other business start-ups and product development plans.
Business Valuation - Hotel. (1)
Business Valuation - Hotel. (2)
Business Valuation - Hardware store.
Business Valuation - Restaurant
Business Valuation - Retail Store
Business Valuation - Medical Practice
Business Valuation - Professional Practice
Business Valuation - Manufacturing Facility
Business Valuation - IT Consulting firm
Business Valuation - ISP (1)
Business Valuation - ISP (2)
Business Valuation - Software developer
Franchise evaluation - Consumer product retail store