LODESTAR & COMPANY
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Selection of Recent Engagements
Coaching
- various -

Marketing
- non-profit -

Facilities
- legal -

Benefits
- legal -

Leadership
- non-profit -

Strategy 
- non-profit -

Merger
- non-profit -

Succession
- non-profit -

Values. 
- non-profit -

Business Assessment
Strategic and financial assessment of a technology (SaaS) startup's business plan and financial projections. Assessment illuminated
key flaws and recommendations helped facilitate a timely halt on the entrepreneur's initial investment. 

- technology -

Financial Assessment
​
Multi-year assessment of revenue growth, matter generation, and contribution. Recommendations and outcomes yielded a __% overall increase in annual 
revenues and a __ percentage point shift improvement in contribution from the firm's partners and associates.   

- legal - 

Strategy
Strategic assessment of a product extension opportunity that would answer client needs, strengthen a company's market position, and enable an expansion into new markets. Outcome was the formation of a successful strategic (integration) partnership.

- technology -

Marketing
​
Assessment and modification of a company's website to better articulate the value of its products and services while presenting a cleaner and more professional look to the marketplace.

- technology -

Development of a three-year growth plan for an owner looking to increase revenue and profit through execution of core activities that are aligned to the mission and vision of the company.
- legal -

Planned and conduct beneficial developmental activities for exploring investor interest and pursuing market expansion.
- technology -

Data room population to facilitate confidential, authorized sharing of vital legal, technical, sales, and financial information.
- technology -

Interim COO role to build a team of legal, banking, and accounting talent and execute against a series of acquisition development activities. Effort helped position the company to forge beneficial strategic partnerships and engage with potential buyers.
- technology -
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  • Home
  • About Us
    • Mission & Approach
    • Leadership
  • Services
    • Building Your Team
    • Managing Your Time
    • Growing Your Money
  • Books
  • Contact Us