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Strategic Plan: Deliver Vision, Reduce Debt, Improve Finances

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Industry: Hospitality (Accommodations & Food Services)
Function: Executive
Location: Domestic

The client had built a boutique high-end hospitality business which included a top Zagat-rated restaurant, unique luxury lodging and a complete destination wedding business.  A private school on a large adjacent property closed and the property including a unique but dilapidated country manor house and gymnasium- class room building was to be put on the market.

The entrepreneurial owner both saw opportunity in the unique country manor house and  the potential risk associated with the development of this adjacent property which might be contrary to his property's ambience. To mitigate this risk, he opportunistically and defensively purchased the adjacent property and began to develop it, but was struggling with the debt load.

The acquisition and renovation of the country manor added considerable guest room capacity - as well as substantial debt. Both the regional tourist season and the wedding business combined to accentuate seasonal cyclicality which capped the business' peak profitability and depressed the off-season cash flow.

Working with the owner and general manager, we explored the owner's vision and risk profile to guide market research and alternative solutions. MMG's business growth management consulting supported extensive market research into new services and amenities that would complement the existing business and its clientele, utilize newly created excess housing capacity and ameliorate the cyclicality of the current business model.  Finally, we developed a range of scenarios, at different risk and debt levels, including general business plans and full pro formas.

The down stream implications of the work included:

  • Refinancing debt and adding a full service spa as destination amenity
  • Creating new products & services, including counter cyclical spa-based packages
  • Identifying spa services and pricing profile
  • Targeting incremental sales of services for traditional guests, non-guest visitors to the area and local resident population
  • Selling the restaurant and non-strategic portion of housing to a strategic partner
Based on this work, the owner created a more profitable business venture and increased asset value - while restructuring debt to levels more in line with the business' cash generation capabilities.

Drive Business Performance

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Industry: Financial Services
Function: HR; Strategic Planning
Location: Domestic US

This regional financial institution was stalling in its growth, under scrutiny from regulators (US Treasury Department, Office of the Comptroller of the Currency) and faced take-over threats.

Working with the firm’s strategic planning and organizational development functions as well as senior management, we aligned the firm’s human capital “management systems” (business planning & individual development planning, incentive plans & systems, training and development offerings), and to link these systems with business performance. We built a corporate-wide performance management system that enabled comparison of business results across the firm, establishing effective communications across internal stakeholder groups. Every senior manager accountable for a business unit or function (more than 30 in total) built business and personal performance plans, was evaluated against those plans, was incentive-paid based on performance, and had an integrated development plan.

On the basis of this effective performance management system, the organization was able to move out from beneath regulatory scrutiny, and return to profitable growth.


Develop Vision and Execute Business Strategy

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Industry: Global Industrial Equipment Manufacturer
Function: Process Improvement
Location: Global

The President and Board of a multi billion Japanese company decided that the future growth of the overall business depends on the growth of the international businesses. Through a combination of market analysis and meeting facilitation, we worked with the CEO to create greater alignment and coordination among the senior management team, the leaders of each of the international businesses and the critical functional heads for R&D and manufacturing in Japan.

The key result of the work thus far has been greater consensus between Japan and the businesses in North America, South America, and Europe regarding required product and market development investments in each region and line of business. The businesses are achieving short-term sales and profit objectives and investing substantially in the product development essential for continued growth.


Expand Sales Force Efficiency and Productivity

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Industry: European Luxuary Automotive Sales/ Distribution
Function: Sales
Location: Domestic US

Our client had an aggressive three-year goal: increase sales in a franchise distribution channel by 40% without adding dealers or hiring more sales people. Only one approach could achieve that outcome: make the existing sales force more effective and productive.

In this case, “more productive” means taking a group of already-high achievers at the retail outlet and individual level, and making them better.

We have helped our client to profile, replicate and recruit the objective metrics among retail locations, and the elusive professional and personal traits among individual sales performers, that define "Top 10%" - and help our client to develop the people, processes, tools and support, and working environments that help them to thrive at these dramatically higher levels of performance.

The goal was ambitious - to infuse “top performer” attributes throughout the retail channel, creating a culture populated by top-performing stores and people. Early-stage results for this program and related initiatives showed an effective double-digit productivity increase in sales.


Develop Growth Vision and Execute Business Strategy

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Industry: Medical Devices OEM Manufacturer
Function: Executive Management, Strategic Planning
Location: Domestic US

The new CEO of a technology-based medical device original equipment manufacturer wanted to revamp his management team and instill a new culture of innovation and performance.

Working with the management team, we helped to rationalize the initial complex mix of business lines and strengthen the portfolio of companies, and supported the disposition of non-core assets to the marketplace (taking a lead role in selling off several non-core ancillary businesses).

In the next phases, we worked with the senior teams of each business unit to identify and pursue opportunities for growth, through both internal investment and focused acquisitions. The client made several successful acquisitions; we worked with them to successfully integrate these, and to create a broader, deeper market presence for this firm in its core markets.

The work resulted in a dramatic increase in this client’s profitability, from less than 10% to more than 50% ROA, growth in business revenue from $200MM to more than $800MM, and an 800% increase in stock price.


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