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Our Work

Roll Rite, an automated tarp-system manufacturer, first tasked Shepherd Advisors to help accelerate expansion in the agricultural and recycling markets. Roll Rite then repositioned its approach based on the customer interview insights and market analysis done by Shepherd Advisors.

The repositioning worked. The resulting rapid growth in the agricultural and recycling sectors contributed significantly to Roll-Rite doubling revenues.

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

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Roll Rite

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

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KTM Industries is a specialty packaging company that had struggled with flat growth for many years, selling to customers that showed interest, but not enthusiasm.  


Since working with Shepherd Advisors, sales have tripled. Now, a second facility is in the works. Rigorous customer and market research revealed promising opportunities in the smaller and rapidly-growing organic food market. KTM shifted their market focus, connected with consumers who liked their design and environmentally-friendly attributes, and then pivoted from a material technology company to providing whole packaging solutions for their clients. 


STEWART Industries is an entrepreneurial provider of sub-assembly integration and quality control for automotive and other industries. STEWART Industries wanted to diversify into an adjacent industry to add more revenues and to better leverage the core business.

Today, STEWART Industries is stronger than it has ever been. After the market research and business plan prepared by Shepherd Advisors, STEWART Industries launched the new business. It had orders immediately and the business has grown steadily. Just as importantly, the new business has added new value to the core business, and helped to transform the entire company’s culture to one that is dynamic and entrepreneurial.


Resource Recycling Systems (RRS) is a national consulting firm that wished to double revenues, primarily through improving its ability to "harvest" new opportunities. They wanted to better understand how RRS acquired customers and how to increase conversion rates, closing rates, and average customer sales.


With Shepherd Advisors' research and strategic recommendations, RRS is on track to double sales even quicker than planned. The work with Shepherd Advisors provided RRS management with critical opportunities to examine and then adjust its sales priorities and processes, significantly improving the “seller” side of its seller-doer culture. 

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