Mid-Market Consulting Firm | Case Study
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Mid-Market Consulting Firm

Professional Services Industry (50–100 employees)
Executive Alignment, Brand Transformation & Revenue Strategy

Present

A founder-led consulting firm had strong client relationships but limited scalability. The business relied heavily on the founder’s personal brand, creating challenges with growth, positioning, and investor communication.

Assess

We analyzed the company’s operations, client relationships, and market messaging, identifying three critical challenges: overdependence on one individual, unclear differentiation, and a lack of structured sales enablement.

Transition

Using the PATH™ framework, we developed a comprehensive change strategy that included:
  • Defining a scalable business identity beyond the founder.
  • Designing a three-pillar go-to-market plan focused on investor connections, thought leadership, and association partnerships.
  • Establishing a new sales process supported by measurable activity metrics and alignment meetings.

Harness

The company achieved measurable results. Inbound inquiries increased by 60% as consistent messaging and enhanced visibility attracted new opportunities. Strategic partnerships contributed to a 19% year-over-year revenue increase, creating predictable recurring income streams that strengthened financial stability. Operational consistency also improved, with project delivery time reduced by 25%. Today, the leadership team operates with a shared vision, documented processes, and scalable systems built for sustainable growth.
PATH™ in Action
Guided top-down organizational change, combining identity work, operational structure, and revenue alignment.

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