Great Strategy - Well Executed Makes All The Difference

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.
 
Stang-up Meeting

OUR CLIENTS

Mid-market companies wanting to achieve more robust, resilient and sustainable 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.

SAMPLE SUCCESSES

Clients building robust, resilient, and sustainable growth
Hover over each case study to see our story!
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

THE STORY

First to accelerate expansion in the agricultural and recycling markets, and then to increase market share in core construction market, management built off of Shepherd’s market research, voice-of-customer insights and multi-market strategy work to double revenues - and then double them again

Magnified Grass

After struggling for years to sell green packaging to large companies, Shepherd's market and customer research revealed promising new opportunities in several rapidly growing organic food segments. The company leveraged these insights to grow revenues more than fourfold and add a second plant.

THE STORY

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

TIM COLONNESSE

CEO, KTM INDUSTRIES

Image by Noah Buscher

Wanting to increase revenue growth primarily through better "harvesting" of new opportunities, they used Shepherd Advisors' research and strategies to double sales even faster than planned. Shepherd's work also shed light on critical opportunities to improve its sales priorities and processes, and the "seller" side of its seller-doer culture.

THE STORY

JIM FREY

CEO, R.R.S.

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

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?

Learn more >>

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

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