client journey

Growing a business to sell it.

Started at their kitchen table, these owners built their business into a premier marketing agency with the ultimate goal of selling it to reach their destiny.




Annual Revenue Growth


Annual Profit Increase


Office Locations

strategic growth - a young woman and man looking at a planning board covered in post its

Foundation For Growth

In a Vision Session the agency’s owners identified their individual and collective goals, while also agreeing to a valuation target. In their growth roadmap Destined outlined both geographic areas and service lines that would need to be added to reach their goals. Operational efficiency would need to improve throughout the organization in order to increase profitability and reduce stress on staff. And most importantly, the management team needed to be incentivized and retained since they were the key to success.

Destined worked with the owners to clarify the mission and empower the team by building a roadmap to focus on:

  • Improving operational efficiency

  • Entering new markets and expanding services

  • Enhancing management capabilities

Client Results

In addition to building their growth roadmap, Destined guided the owners in developing and implementing an Achievement Rewards Program. The program was designed to incentivize the management team for their work on strategic projects. As a result the team has made significant progress in achieving the company’s growth target. Throughout their journey Destined has tracked their progress and together we savor the team’s many achievements.

  • Efficiency and profit increased with new project management system

  • 2 geographic areas and new, more profitable service lines added

  • 80% of the management team retained

Vision Session
Strategic Roadmap
Progress Tracking
Achievement Rewards Program

“We were originally referred to Destined a few years ago by an adviser when we felt like our company had hit a lull in business growth. We heard they really care about the companies they represent and culture was important. The advisor couldn’t have been more spot on with their assessment.”

CEO & Owner, Marketing Agency

Be Destined

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