Are You Having the Right Strategic Conversations?
At the heart of every company is the desire to succeed – and thrive. For over 20 years, Here at Shepherd Advisors we have helped clients become clear and confident about their opportunities, their priorities, and their path forward.
If you like strategy, want meaningful strategic change, and want a growth game plan that is clear, grounded, aligned, focused, we've got you covered.
Get Aligned - Get Clear - Get Focused - Get Going
WHY ENGAGE WITH US?
Simply stated, companies work with Shepherd Advisors to become more successful.
We are genuinely interested, as trusted advisors, to help you with being able to best address and handle:
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your concerns about growth in a changing business landscape
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how to best support and shift your team
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your dissatisfaction with your firm's strategy or its implementation?
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trying to introduce new offerings or diversify into new markets
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wanting more disciplined, iterative, and effective planning
Learn more >>
SAMPLE SUCCESSES
See What Our Clients Have to Say About Working With Us!
Hover over each case study to see our story!
"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
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
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."
"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
"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
"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
OUR SHARED OBJECTIVES
Let us help
What are the things that you are focusing on over the next several months to leverage your position as a market leader?
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Build growth-focused strategies?
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Mine and leverage team insights?
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Conduct and optimize transitional and transformational conversations?
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Clarify and confidently map the path forward
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Create more strategic “muscle” within your team?
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Validate that with the right strategy, well executed, will build competitive advantage and accelerate desired outcomes?
