HFBE, Inc. as a respectable financial reporting, valuation and investment banking firm for 20 years before being acquired by Stout, Risius & Ross.
Stout Risius Ross (SRR) is a premier financial advisory firm that specializes in Investment Banking, Valuation & Financial Opinions, and Dispute Advisory & Forensic Services. Their mission is to help our clients achieve their objectives by providing perspective, identifying opportunities, and resolving complex issues while maintaining our core values and entrepreneurial roots. We look forward to developing a relationship with you.
HFBE, Inc. wanted to increase branding and revenue for the firm, more specifically they wanted the partners to become strong lead generators like the principals. They did not have a business development training plan or succession plan.
SRR wanted to continue the business development trainings and strategic goal work after they acquired HFBE, Inc.
Strategic Catalyst (SCI) was engaged to create a Strategic Plan and perform Revenue Growth Assessments on each of the partners and principals. SCI evaluated existing marketing, business development, systems, training and information to develop a new business in order to create business development plans for each individual while also providing business development trainings.
This project resulted in increased revenue for across the board, a structured business development plan for each individual partner that fully understands what their goals are and how to achieve them.