A growing interactive marketing firm needed to mature its existing management practices and develop a plan for evolving its services for a changing marketplace or risk becoming obsolete.

While the firm had grown organically by providing high quality services to clients, it had reached a size in which unstructured management practices and lack of a vision for the future seriously jeopardized its status as a profitable firm.


We divided our work into two major workstreams: completing a detailed assessment of their current operations and developing a three-year business plan and financial model that would serve as a platform to both manage anticipated growth and attract the capital necessary to sustain the company going forward.

In “Secure the Base,” the assessment of current operations, we analyzed financial planning, sales planning and forecasting, and client management practices and identified areas for improvement in the short term.

In “Move the Business Forward,” the development of a three-year business plan and financial model, we completed a detailed market analysis; a strategic review of the firm’s core competencies; and a financially viable plan for taking advantage of the evolving marketplace.


The firm was able to reposition itself in the marketplace and secure significant venture capital investment to fund its continued expansion and growth.