A BEAUTIFUL BONSAI Can only grow wITHIN NATURE'S LIMITS...
Seek expanding boundaries to unveil new horizons
You’ve built a foundation, proven customer demand, and identified competitive market strengths - enough to see there is world of possibilities ahead. The future successes may have perceived limits but dare to dream beyond this false edge. Now is YOUR time to scale with precision and purpose, turning a validated business case into a disciplined, high-impact growth plan that lifts your future to where only dreamers dare to go.
From validation to velocity
Accelerate initial success by connecting the growth strategy, operating model, and organizational / cultural readiness — transforming momentum into sustained market leadership with pace.
...seek the grandeur of a redwood'S towering hEIGHTS
Ideate, Fortify & Then Achieve Your Growth Aspirations with Us
We provide a streamlined, AI-assisted workshop format called ‘Horizons Studio’ utilized to guide the unearthing of your hidden growth gems – but your discussion starting point is custom to your stage in the journey and it is all 100% confidential
Our Horizons Studio features (5) strategic elements; these are a mix of tactics and delivered results. These elements are both inputs and outputs of our sessions
Within these elements, we lever upon our growth diagnostics to conduct a growth audit. Around this tool kit, we will collaborate to surface and prioritize the gaps, challenges, and (omissions) to your vision. The outcome is a co-designed map toward your new horizon taking your desired shape.
To get there, we must venture into sensitive areas (while respecting privacy requirements. Point and case, we will need a balance sheet focus at times, so we can re-imagine limitations of investments, capital structure, etc. - so we can deal from fact and not suffer from unintended salesmanship
From this we will co-develop the ‘So, what?’ or even the 'Why Not?' around your BIG growth ideas and how to monetize. Flexibility to your desired outcomes is paramount; the deliverables can be as few, as many and the product as informal or formal as you prefer
How to (And Not) Think of Us
We bridge the gap between current potential and required performance maturation, feeding off of your unique passion. To get there, the collaboration will:
- Not be an assessment. There is not grade for your business health nor judgement of your current growth expectations
- Get beyond 'dinner talk'; growth goal creation, goal validation and attainment trajectories are core to our engagement
- Center on listening for clues before advising, not just waiting for a chance to talk
- Not feel like a 'strategy house' engagement' while still providing deep experiential value
Our ‘Horizons’ Strategy Elements®
Effective Challenge
The General Manager (GM) Blueprint
Spectrum of Potential
Get real about what has kept the boldest vision from maturing and help unearth the blind spots. What your competition has figured out first often will lead to complimentary, hyper-successes
Spectrum of Potential
The General Manager (GM) Blueprint
Spectrum of Potential
Explore both your ideas and ours for new revenue sources, alternative growth pathways, and client segmentation play - while being sure your core product and services keep full momentum and center upon customer care
The General Manager (GM) Blueprint
The General Manager (GM) Blueprint
The General Manager (GM) Blueprint
The vision must become a narrowed set of growth play calls, talent build-outs and broad team optimization including alliances, inorganic options, partner ecosystem matchmaking...all the toughest parts of being a GM!
Cultural Imperatives
Monetization Map & Accountability Plan
The General Manager (GM) Blueprint
No generic framework will be effective; your new future must push boundaries, aim high, and always keep your people front and center with intentionality, empowerment and commitment
Monetization Map & Accountability Plan
Monetization Map & Accountability Plan
Monetization Map & Accountability Plan
It's our logo personified within your resilient strategy; documenting the vision to transform growth investment (red) into long-term profitability (black) - and what it will take to stay committed toward your new horizons
TAILORED, UNIQUE GROWTH PLANS DELIVERED, FLEXIBLY
Our Sample Engagement Path (30-Day Total Target Window)
- Exploratory Discussions (bi-directional)
- Engagement Scope Proposal
- Growth Collaboration Schedule (Confirm Studio Level(s))
- Rapid SOW Creation & Execution
- Conduct Horizons Studio Session(s) Share, Debate & Ideate (Inputs)
- Conduct Horizons Studio Session(s) Soar & Shine (Iterative Outputs)
- Final iteration (capped) on end products & recap (w/ buyer)
Commercials
Flexible Engagement Models
- Hourly / Weekly Rate Card
- Packaged Artifacts as Outcomes
- Contingent Equity in Future Growth
- Deferred Milestone Compensation
- Combo? We Listen!
Clarity creates the path; commitment completes it
'Chicago Roots' Vets a Diverse, Aggressive Multiplier Plan Against Their Frontier Horizon
A Chicago Roots Story (fictitious name for confidentiality)
•Business: founder-led, 6-year-old retail banking technology platform company based in Chicago, IL •Financials: $60M in annualized revenue and a $4M EBITA (7.5%) •Clients: Highly concentrated at tier 1 BFS institutions and 90% of business comes from (2) clients •Employees (80): on-shore 85% / offshore 15% (Pune, India only) •Work Setting: HQ in person (25); remainder distributed & remote with some shared facilities in Pune •GTM: traditional product business with linear business model (implement, support, change)
Growth Vision Highlights
•Projecting 15% avg. YoY revenue growth to net $120M by FY2030 – this is a 2x growth plan over that time horizon; employee base growth however expected to be ½ of that same % (est.) •Wants to then enter into a disposition event in 5-7 years (sell, IPO, or other PE-transaction); may require capital funding and external investments in the meantime •Have not yet undergone extensive growth plan, been one-off and opportunistic vs strategic •EBITA in this growth period are not expected to grow at the same clip, yet material improvement is req’d •Have an in-flight Snowflake engagement on the data ecosystem that is scheduled to complete by Dec 2026
Cultural Imperatives
•Hands on experience for the customers; they will see all levels working •Work hard, play hard •Client satisfaction guarantee before 75% of the revenue is collected with new client onboarding
This is Just a Midpoint Sample...1/2 the Battle Remains to Build and Work the Plan. We can help!
Ready to take your business to the next level? Contact us today to learn more about how we can help you achieve success on the horizon you may not even know to be out there!