Case Studies

Case Study: Developing a Multi-Generational Family and Non-Family Leadership Team

Situation A prominent family-owned water and wastewater solutions company. The owners of the company, two brothers, had no succession...

Case Study: Who is Going to Succeed Our Firm's Managing Partner?

Situation This client was a prominent professional services firm, with an international reputation. The prior succession process had...

Case Study: A Supermarket Family

Situation Family: Elderly father, founder and CEO; two brothers, COO & CFO; third brother, passive owner; elderly mother, Chief Emotional...

Case Study: The CEO’s Right-Hand Person Shouldn’t Have Been

Situation The main character in this story was the COO of a high‐tech company, of middle‐market size. The CEO was extremely ambivalent...

Case Study: Saving a High-Performance Team from Its Ineffectual Leader

Situation Having thrown her arms up in the air, this Leader’s manager called us with a laundry list of complaints about this relatively...

Case Study: Preventing a High-Potential Female Leader from Leaving

Situation A fast-track executive was dissatisfied with her career path and was close to exiting. Her boss was distressed when he learned...

Case Study: Stalling for 12 Years to Transfer the Family Business

Situation Family: Elderly father/founder; two brothers and a sister are active; one brother is a passive owner; elderly mother is an...

Case Study: Parents are Business Partners, But are at Odds

Situation Family: Parents were co‐founders; one son (John) and daughter (Sue) are active; another son (James) is a passive owner....

Case Study: If Your People Survey Results Are Dreadful, What Should You Do?

Situation The setting for this Organizational Effectiveness project was a Firm that spanned across seven states, 120 partners, and 1500...

Case Study: Dad, Mom, and the Boys

Situation Family: A Father in his 60s and two sons in their 30s, both active in the business. Father founded it in 1984. Business: A...

Case Study: A New Director Transformed Into a Leader

Situation This Case Study tells the story of a key contributor who was a well‐respected employee in the area of finance and who had...

Case Study: A Multi-Faceted Entertainment Company

Situation A privately‐held company that was newly acquired by a Fortune 500 company A new president who rose through the ranks of the...