News & Resources
Aligning Strategic Goals with Daily Operations while Uncovering Opportunities and Pain Points
Medical billing and ancillary services provider Challenge A growing medical billing and ancillary services provider needed a clear vision and mission to guide its expanding team. Without alignment, strategic goals and daily operations felt disconnected. Leadership...
From High Turnover to High Value: How PI Helped a Salon Chain Sell
Regional Salon Suites Company Challenge A regional salon suites company owned by a private equity group was preparing for a sale but struggled to attract a buyer. They faced high turnover on the sales team and ongoing friction between sales and service staff, which...
Self-Funding Miracle: Premium Refunds and Increased Benefits
Challenge A company with over 1,500 employees—many in entry-level roles—struggled with low healthcare participation due to unaffordable premiums. Nearly one-third of employees had opted out of coverage. Solution To better support its workforce, the company sought a...
The Severing Cords of Family Social Connection and Workplace Implications
“Human beings need social connections to thrive, and being embedded in strong supportive networks can protect our wellbeing when we’re faced with difficulties in life.” ~ Dr. Olivia Remes, mental health researcher at the University of Cambridge (UK) In the month of...
The Caregiving Conundrum for Women
Setting the Context Today is International Women’s Day, a day to celebrate the achievements of amazing women who we admire. And for a moment, I’d like us to consider that many of the incredible (and exhausted) women in our country today are miraculously balancing the...
Modeling a Holistic Approach: Work-Life Harmony
“You can have it all. You just can’t have it all at once.” – Oprah Winfrey The month of January marks the celebration of Get a Balanced Life month, dedicated to reflecting on how we can lead more meaningful and satisfying lives in the year ahead. In an era dominated...
Embracing 2024 with Purpose: A Call to People & Culture Leaders
In the dynamic landscape of organizational leadership, People & Culture leaders find themselves at the forefront, orchestrating a symphony of human-centric demands, desired productivity gains, and burgeoning AI technology innovations. It’s an exciting time! And as...
What your employees are really wanting this holiday season
As we usher in another holiday season, the specter of global challenges looms large, from geopolitical tensions to economic uncertainties and inflationary pressures. Despite these outside stressors, one thing remains constant: employees still enjoy feeling valued and...
Pioneering the Latest Tech for Profitability
Challenge Company XYZ has known that artificial intelligence is the next big thing on the horizon, but they’ve been paralyzed by their combination of confusion and fear around what it might mean for their work and how to even use it. They really had no idea of where...
Chart of Accounts Revolution!
Challenge Non-profit organization was using a very outdated chart of accounts that had been cobbled together, somewhat arbitrarily, over the past many years. This led to confusion, inaccuracy, and concerns internally about how to manage and use the internal accounting...
Successful Business Divestiture
Case Study Challenge: How to smoothly transfer the financial reporting data, processes, and systems from the seller company to the acquiring company without disrupting the business or impacting the operating results.
Interim Chief Financial Officer Private Equity Portfolio Company
Case Study Challenge: The Client, a Private Equity owned retail services organization, required an Interim CFO to manage the financial and operational functions, PE communications/requirements, banking covenants, and improve the analytical function until a permanent replacement was identified without disrupting customers or operations.