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.
50+
Employees
33%
Annual Revenue Growth
44%
Annual Profit Increase
3
Office Locations
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
“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