Who We Serve

Cross-industry expertise. Pattern recognition.

After over 25 years and over 2,500 client employee interviews, the patterns become clear. The same management challenges show up across every industry — but the solutions need to fit your world. We bring pattern recognition. You bring the context.

Our Strategic Planning process works with any size and type of company — as well as anywhere. Proven and validated in over 25 years in business.

Nine verticals

The same management challenges, in every industry.

Tap into over 25 years of pattern recognition across the verticals we've worked in most — and the management practices that translate everywhere else.

Architects & Engineers

Helping architectural and engineering firms adapt to BIM, improve project coordination, and build accountability systems that keep complex projects on track.

Common challenges we address
  • Adapting to BIM and unitized product trends
  • Project coordination gaps between office and field
  • Unclear accountability on multi-phase projects
Discuss your situation

Contractors & Subcontractors

General contractors and specialty subcontractors — from glass and glazing to commercial roofing — addressing estimating, bid follow-up, safety, and the gap between new construction and remodel markets.

Common challenges we address
  • Ineffective estimating and bid follow-up processes
  • High safety incident rates and MOD ratings
  • Poor communication between office, shop, and field
Discuss your situation

Manufacturers

From primary aluminum to automotive to decorative surfaces — driving product innovation, improving pricing strategy, and implementing shop floor efficiencies through 5S, quality control, and preventive maintenance.

Common challenges we address
  • "Me-too" products instead of true innovation
  • Pricing strategies that leave money on the table
  • Shop floor inefficiencies and quality control gaps
Discuss your situation

Distributors

Building product distributors who need to sharpen their competitive position, improve sales processes, and create management systems that scale with growth.

Common challenges we address
  • Lack of formal strategic planning
  • Sales teams waiting for the phone to ring
  • Growth outpacing management systems
Discuss your situation

Suppliers

Suppliers serving building products, industrial, and consumer markets — improving customer relationships, internal operations, and the management accountability that drives repeat business.

Common challenges we address
  • Customer satisfaction measurement gaps
  • Inconsistent internal communication
  • No formal performance management system
Discuss your situation

Trade Associations & Non-Profits

Organizations like the Aluminum Extruders Council and Dallas Symphony Orchestra — aligning boards, staff, and members around a shared strategic direction with measurable outcomes.

Common challenges we address
  • Too many unmanaged initiatives
  • Board and staff alignment gaps
  • Succession planning for leadership transitions
Discuss your situation

Professional Services & General Business

Private equity, attorneys, consumer products, industrial services — breaking the cycle where the CEO is the only person held accountable and building systems that scale beyond any single individual.

Common challenges we address
  • Owner-as-bottleneck syndrome
  • Rapid growth outpacing internal systems
  • Relying on hope instead of a documented plan
Discuss your situation

Retail

Multi-location and single-store retail operators — building store-level accountability, a consistent customer experience, and the management discipline that protects margins as the business scales.

Common challenges we address
  • Inconsistent execution across locations and shifts
  • Owner stretched across operations, marketing, and hiring
  • Margin pressure with no clear pricing or product-mix discipline
Discuss your situation

Digital

SaaS, e-commerce, digital agencies, and online platforms — where rapid scaling outpaces internal discipline and the founder becomes the bottleneck on operations, hiring, and customer success.

Common challenges we address
  • Founder-as-bottleneck on every key decision
  • Tactical execution without a documented strategic plan
  • Retention and customer success without formal accountability
Discuss your situation
Don't see your industry?

The fundamentals of management don't change.

Accountability, communication, and leadership matter everywhere. If your company has employees, the Strategic Assessment framework applies — we've used it in 36 states and counting.

Contact RichardTake the Self-Evaluation