Strategic growth advisory for the middle market.

Partners in the Path Forward

We are a strategic advisory firm with expertise helping middle market organizations navigate pivotal change or create the conditions for exponential growth. Our framework offers a highly actionable method for driving sharper decision-making, strengthening teams and removing blockages in operational systems. From succession planning to major transitions, we operate behind the scenes to support the C-Suite in designing the next chapter.

OUR METHOD

People-powered profitability®

Decades of experience has shown us that people are the most powerful catalyst to transformation. Our PPP proprietary framework drives extraordinary outcomes within a variety organizational contexts.

The Challenges

  • Delayed succession planning

  • Vague decision-making architecture

  • Ineffective communication styles

  • Inefficient authority distribution

  • Lack of Conflict Resolution Mechanisms

  • Knowing, but not living the Company Values

  • Negative, performative or non-existent culture 

The Results

  • Increased Revenue

  • Improved  Margins & EBITDA

  • Accelerated Speed to Exit

  • Aligned Culture 

  • Boosted Multiples

Our work with Executives and Teams

Expands the bandwidth of the chief executive.
Informed by an agile, deep dive into your company culture and current state, we serve as strategic confidante and executive coach to the C-suite, for both newly promoted and seasoned leaders, as a trusted advisor.

Uncovers white space, and the bold path forward.
By serving as a growth advisor to CEOs and their teams, we identify opportunity while flagging and course-correcting blind spots. This work encourages new perspectives and approaches to growth, often uncovering value hiding in plain sight.

Restores and strengthens organizational culture.
In growing/evolving organizations, it becomes essential to clarify the vision - leading from strength. Our work sets up teams to take a clear-eyed approach to whatever challenge lies ahead, while fine-tuning the key to all relationship dynamics - communication. We work closely with existing (or brand new) team members to forge alignment and structural integrity.

Navigates leadership transitions with clarity and confidence.
Succession planning and implementation require a nuanced set of skills and the discretion to understand each culture’s unique history. We partner closely with boards, outgoing leaders, and rising talent to ensure continuity, alignment, and a shared vision for what’s next.

Empowers new and first-time CEOs to lead with conviction.
Whether the role is new or the company is, we offer tailored support as CEOs step into the complexities of executive leadership. We serve as an advisor, thought partner, and coach, helping new CEOs build trust, set direction, and grow into their voice with clarity and authority.

WHEN TO CALL US

We are often brought in when an organization faces a crossroads.

  • The founder is no longer the right operator for the next stage of growth.

  • Growth has exposed weaknesses in the leadership team.

  • Key executives are not operating at their potential.

  • A succession plan exists on paper but not in reality.

  • Stakeholders are aligned publicly but divided privately.

  • Decisions keep getting deferred.

  • Performance has stalled despite strong market conditions.

We see the following patterns in middle market organizations and have deep experience in addressing and correcting them.

Select Clients

Our Clients See Results

Jason Boyarski
Founding Partner
Boyarski Fritz LLP

Billy has been transformative for our firm. When we began working together, we faced various challenges, from culture building to staff retention issues emanating from the pandemic. Through his involvement in our team meetings and his bespoke weekly guidance, we've built the strongest team in our firm's history and also increased revenue substantially while creating efficiencies and re-focusing on our firm's core values. As a leader, I value Billy's personal approach, responsiveness and accessibility - he's become an indispensable advisor to me and our firm and we consider him part of our family.

Evan Golden
CEO
Krewe

Billy has been invaluable as I navigate taking over as CEO from Krewe's visionary founder. His counsel on team management, communication strategies and leadership mindsets has transformed my thinking. Early in our work together, I was able to become more comfortable prioritizing effectively, making critical team decisions and focusing on high-impact activities that move the needle. His depth of experience paired with his accessible style has been a pillar during a pivotal transition.

Austin Rees
Principal
LVC Partners

Billy has become a true force multiplier for us, essentially serving as a Human Capital Operating Partner across several of our portfolio companies. His counsel and strategic insights have proven invaluable. His ability to identify leadership opportunities and drive results throughout our companies has exceeded our expectations. Billy's personal approach and ability to understand and see through complex challenges make him an essential advisor to both our firm and our portfolio leadership teams.

Rashmee Patil, MD
CEO
Pinnacle Clinical Research

Billy was instrumental in my growth as CEO after our acquisition by a private equity firm. His leadership coaching transformed my approach as our team more than tripled in size. Through his participation in our leadership meetings and facilitation of team retreats, he helped create a cohesive executive team capable of navigating rapid growth. The results speak volumes – our revenue more than doubled under his guidance. Billy's personal approach, insightful counsel, responsiveness, and accessibility make him an invaluable partner in Pinnacle Clinical Research's success.

Gail Hinkson
Co-founder and CEO
Summit Clinical Research

Billy's presence has been transformative for me and Summit Clinical Research during a pivotal time following our acquisition. He helped me navigate the dual challenges of being both tactical and strategic while managing difficult employee situations. Through his participation in our leadership meetings and team retreats, he strengthened our entire executive team. We've grown significantly, enabling me to hire a president and focus more strategically as CEO while positioning us for a successful merger. His ability to blend practical leadership solutions with long-term vision has been exactly what our growing organization needed during this critical phase and I have grown both personally and professionally.

Notes from Billy