Situation

Our client was a rapidly growing non-profit organization that provided services to entrepreneurs. The company aimed to grow into a for-profit organization in order to provide increased knowledge and services to their clients.

Challenges

The main challenges we faced on this project included:

  • Providing the organization with the necessary guidance in order to make their growth and transition sound and profitable
  • Ensuring that the decisions to be made were based on a solid knowledge base

Actions

To address these challenges, our consultants:

  • Providing coaching services during the development of an advisory board for the growth of the organization
  • Supplying the head of the organization with valuable advice regarding decision making
  • Helping the client in making the needed contacts and embarking upon the appropriate networking activities for the growth of the organization
  • Advising the client on appropriate planning practises for the transition, such as business & financial planning and modelling

Results

At the conclusion of the project all the key success factors had been achieved, and the client was highly satisfied with the project deliverables and the value added by Schroeder & Schroeder Inc. Our actions resulted in:

  • The successful launching of the organization from a non-profit to a for-profit group
  • Effective and appropriate business and financial models for the organization