Epiphany Family Enterprises
A family-owned search fund acquiring and operating its first small business. Two workflows: a competitor and pricing analysis behind the acquisition, and a weighted acquisition guide for the next deal.
Nonprofit Management Solutions
Built a Midwest expansion strategy for NMS's nonprofit management conferences — target city analysis, partnership pathways, and a phased rollout plan.
Fly Parrots
Targeted go-to-market and investment strategy for Polly — a three-phase roadmap into the Alzheimer's care market plus tailored investor outreach.
Valley Business Partners
Built a standardized screening tool to quantify business viability and conducted research on SBA loans and grant opportunities to support their acquisition strategy.
Impact Consulting
Analyzed transportation needs for older adults and veterans in NH, identifying critical mobility gaps and recommending targeted interventions. Developed branding deliverables to clarify the client's mission.
Sai Capital
Description coming soon — partnered to support investment strategy and portfolio analysis.
Sniffs of Adventure
Description coming soon — supported brand and operations work for this growing pet services business.
Lizzy's Bakery
Description coming soon — partnered with this neighborhood bakery on growth and operational improvements.
Nutramed
Description coming soon — supported strategic positioning and go-to-market planning.
Recreo Coffee Roasterie
Description coming soon — a two-semester engagement supporting this specialty coffee roastery.
Divine Design Center
Description coming soon — a two-semester engagement with this interior design and architecture firm.
Supply New England
Description coming soon — a two-semester engagement with this regional supply distributor.
Nussbaum Medien
Description coming soon — a two-semester engagement with Nussbaum Medien.