Right Strategy — Well Executed —Success by Design
Reflections shared by our clients
"Shepherd Advisors is unlike any consultant I've ever worked with. From the outset, they take the time and effort to understand the nuances of our business, without bias or judgement. They are extremely transparent and straightforward. I truly enjoyed working with Shepherd and would recommend them in a heartbeat to anyone who is serious about improving their approach to strategy for their business.​"
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​Robert Wendell, Former CEO, NativeSeed Group
"Shepherd Advisors helped us align around one vision, one strategy, one team, and one execution.  Our pace took off and we continue to accelerate."
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​Christopher Thorpe, CEO, High Bar Brands
"Shepherd Advisors has an approach to strategy development that produced the outcomes and results our team were seeking. They inspired and guided our team to be a better version of ourselves. They are a joy to work with. The deliverable I am happiest about is the result of the hard work done, shoulder-to-shoulder, with the individual members of the leadership team to come up with a plan we believe in and overwhelmingly voted for."
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​Richard Sheridan, CEO, Menlo Innovations
"Shepherd Advisors led us through a journey of self-discovery and challenge. Our business had not gone through a formal Strat planning session in 15 years. Going through their process helped us to think differently about our business and open our eyes helping us look at growth and scale in a different way. Ultimately, our 5-year Strat plan has become our road map for growth, and our team refers to it on a regular basis. We have refreshed our plan annually and are in our 3rd year of the 5-year plan. This plan has helped sharpen our focus, accelerated decision making and given us confidence in where we are going."
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​Nelson Sanchez, CEO, RoMan Manufacturing
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"Though the going was rough, Shepherd prepared us for better days.  Better days arrived and we were ready.  Now we’re in a whole different league."
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​Walt Zimmerman, CEO, Climate Technologies Corporation
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"After Shepherd's process asked our team to shift our thinking from incremental to strategic, and our focus to fundamental growth opportunities, the game changed around here and we've not looked back."
Steve Mattson, CEO, Great Lakes Sound & Vibration
"Shepherd Advisors helped The Amlon Group undergo a remarkable transformation. Initially reliant on a few waste streams, Shepherd's strategic guidance enabled us to look differently at ourselves and helped transform us into a robust waste management enterprise. ​​Our performance efficiencies have soared, and stress levels have decreased significantly. Shepherd's assistance has empowered us to tackle complex opportunities with heightened focus, leading to consistently superior outcomes."
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​Mark Wayne, CEO, The Amlon Group
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"You guys went from knowing virtually nothing about our business to really learning and understanding it deeply in a very short time. Because of this, there is no fluff in the strategy. Every aspect of it is real and achievable. ​​This wouldn't be the case if you didn't call us out on certain things along the way, and the only way you were able to call us out was because you learned our business, market, etc. intimately. We were all extremely impressed by this."
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​Tom Sheridan, CEO, Royal Products
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"Shepherd helped us with our strategic plan and do a great job engaging your talent and pulling together succinct direction for companies. I really enjoyed working with Loch and Michael. Loch had a very good and calming way to engage my extended team to create our strategic plan that still remains the guiding theme for the growth we have had. ​The most important thing doing it this way was it wasn't me or one of my team pushing anything, it was a collective discussion."​
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Mike Smith, CEO, Vital Space
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