We help mid-market companies pivot and grow sustainably

At the heart of every company is a desire to succeed and thrive. Shepherd Advisors works with clients to optimize strategy, customize culture, and operationalize both.
 
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OUR CLIENTS

Mid-market companies willing to change to achieve more robust, resilient and sustaining growth

Optimizing strategy and resetting culture requires change. CEOs engaging Shepherd Advisors want meaningful change more quickly, and want to help their teams enhance acumen, strengthen capabilities, and use research to uncover deeper insights from employees, customers, and the market.

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Two Men in Office

WHY ENGAGE NOW?

Companies work with Shepherd Advisors to become more successful.

Are you:

  • concerned about growth in a changing business landscape?

  • wondering how to best support and shift culture given COVID-19?

  • dissatisfied with the firm's strategy or its implementation?

  • trying to introduce new offerings or diversify into new markets?

  • wanting more disciplined, iterative, and effective planning?

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OUR SHARED OBJECTIVES

Let us help

Our experts are here to help you:

  • Build strategies and a growth-focused culture

  • Align strategy and culture with markets and customers

  • Mine and leverage team insights

  • Conduct transitional and transformational conversations    

  • Clarify and confidently map the path forward

SAMPLE SUCCESSES

Clients building robust, resilient, and sustainable growth
Image by Jake Blucker

"This project gave us the confidence to take some bold moves, which we had talked about but never acted upon."

BRAD TEMPLEMEN

CEO, ROLL RITE

Magnified Grass

"The Shepherd team helped us strategize, secure resources, and find new customers."

TIM COLONNESSE

CEO, KTM INDUSTRIES

Image by Noah Buscher

JIM FREY

CEO, R.R.S.

"It is the kind of roadmap we needed in going forward."

©2019 by Shepherd Advisors