Case Studies

Rhoan Morgan strengthened delivery and team culture, moved DemandLab to a fully virtual model, carved out more family time, and laid the groundwork for record growth.

Paul Evans moved from a small generalist agency to a specialist firm serving law firms nationwide—then grew Toro Legal Marketing by 800% in under five years.

Chris Dreyer used agency-specific advisory to clarify where to focus, strengthen the business, and reduce his client workload as revenue grew 6X in four years.

Dale Bertrand cut his client workload from 80% to 10%, repositioned the agency, and created more time for sales, marketing, and a 9-to-5 schedule.

Joe Quinn shifted away from project dependence, strengthened day-to-day leadership, and created more room for higher-level strategy and life outside the agency.

Nicolas Jacobeus built the leadership and decision-making structure to step fully out of day-to-day operations, become chairman, and launch another venture.

Gabriel Marguglio raised rates while retaining 100% of ideal-fit clients, then generated as much revenue growth in one quarter as the agency had in the entire previous year.

Julie Thorner improved delegation, hiring, pricing, and recurring revenue over three years—helping create the financial strength and flexibility to launch a nonprofit.

Ashley Quintana improved staffing, time management, and division of labor—then raised prices and expanded the team as the agency grew.

Chris Heiler improved the sales process, raised prices, increased client value, and delegated more work—creating a more leveraged role for himself as owner.

Nick Ilev clarified the agency’s niche, improved lead qualification and pricing, and strengthened operations while much of the agency market contracted.

Pact improved pricing, clarified its services, and developed leadership beyond the founders—while seeing a near-immediate 10X return on its advisory investment.

Drew Schug elevated key team members, clarified accountability, and shifted more day-to-day decisions away from himself—reducing burnout risk while strengthening the business for the future.