Comprehensive Business
Direction Assessment
Four companies. Four distinct trajectories. Each report integrates five critical organizational dimensions — financial performance, technical capabilities, personnel effectiveness, marketing impact, and sales activity — to reveal not just where each company stands today, but the actual direction it is heading.
Select a company below to access its full Trajectory Analysis™ report.
ClearShift Health
Healthcare Workforce Technology & Per-Diem Staffing Marketplace
Fast-growing healthcare staffing platform hitting a growth inflection — decelerating from 50% to 21%, sales motion misaligned with enterprise segment, CS leadership instability creating hidden churn risk.
FieldForge Systems
Field Service Management Software — HVAC, Plumbing & Electrical Trades
Premium mid-market FSM platform with industry-best retention (1.7% churn, 6.3-yr tenure) and exceptional cash flow — in an optimal 18–30 month transaction window before capital asymmetry vs. VC-backed competitors becomes client-visible.
BrokerPoint Technologies
Independent Insurance Agency Management & InsurTech Platform
Dominant insurance platform undergoing AI transformation — EBITDA compressed from 42% to 31% by deliberate investment; cultural friction from rapid hiring; PE investor timeline creating governance tension.
ProvisionIQ
Food & Beverage Supply Chain & Procurement Management Software
Classic stagnation case study — a 28-month CTO vacancy set a negative reinforcing cycle in motion; 21% annual churn; 18-month runway; clear root cause diagnosis with binary strategic paths.
The companies featured here are entirely fictional — but the stories aren't. Each case study is built from patterns, challenges, and outcomes observed across real advisory engagements. We've combined and transformed those experiences into composite, fictionalized scenarios so you can see how our process works without compromising the confidentiality of any client.