 When this strategy consulting firm started, growth came fast. The founder was the lead consultant, main business developer, and default operator.
Staff were busy, but the founder was buried. Every decision hit her desk. Despite healthy revenue, the firm couldn't grow without adding chaos.
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 Mid-year is a decision point. You’ve seen what Q1 and Q2 delivered. Now it’s time to check if the business can fund what comes next. That starts with cash flow.
These five checkpoints help you spot gaps, pressure-test plans, and move forward with clarity. How One Healthcare Founder Stepped Into the CEO Role and Built a Structure That Could Grow7/18/2025  In a growing healthcare practice, early success can become the very thing that holds you back. What starts with the founder’s hustle eventually hits a wall, broken systems, reactive hiring, and burnout.
In this case study, we follow a founder who made the leap from operator to CEO—restructuring her role, tightening systems, and using smart forecasting to scale with purpose. The result? A business built for growth, not just survival.  Great strategy often fails quietly. Not through one decision, but through small execution drifts that add up.
As a CEO or business leader, you set the vision. But what determines results is how your people, processes, and numbers move that vision forward. A good plan doesn’t guarantee results. Execution does. Our July webinar focuses on turning mid-year financial data into decisions. This article focuses on one critical area: how to assess operational alignment before your year-end goals drift further out of reach  For many professional service firms, recession doesn’t bring a collapse in demand—it brings a spotlight on inefficiencies. In this case study, a legal and compliance advisory firm used the economic slowdown as an opportunity to tighten operations, improve pricing structure, and recalibrate partner incentives for long-term health.
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