Growth Case Studies

From the Kitchen Table to the Boardroom Table

GROWTH AND SUCCESSION PLANNING – An industrial company founded by a husband and wife wanted to grow their business and take on the demand from their fortune 500 customers. To do this, they needed to expand ownership beyond themselves and demonstrate ownership stability and management depth to their best customers.

I helped them with an employee buy-in that took them from the kitchen table to the boardroom table by bringing in 15 employees into the ownership group and increasing management depth.

Their customers saw this succession plan as a very positive move.

The company grew significantly and generated $428 million of additional revenues above their previous levels.

Building a True Management Team

MANAGEMENT DEVELOPMENT – A Tim Hortons franchisee with multiple locations was struggling with store management depth.

I helped them develop one management team that worked across all the locations and functioned as a true team by helping each other and sharing resources and scheduling across all locations.

Management and employee morale improved. There were fewer unfilled employee scheduling spots. Business performance improved as management worked as a team for the improvement of all the locations, not just their original location.

The Owner Who Was Bottlenecking His Own Growth

OWNER FREEDOM AND GROWTH CAPACITY – A fast growing marketing agency was hitting a wall. The owner was working long hours and turning away new customers, and he didn't understand why.

I helped him work through a Strategy Wheel session to find out where the real block was.


He realized he was the bottleneck standing between his company and its next stage of growth.


By the next business day, he had hired a second in command. He stopped turning away customers and started leading the growth instead of blocking it.

Phil Symchych, CPA, MBA, CMC, ICD.D

The Business Wealth Builder®

The Grumpy CFO®

Originally Established 1994®

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PHIL SYMCHYCH

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