The clearest measure of our work is a business that runs better — and an owner with more freedom. Here's the kind of change we help create. Client details are anonymized to protect confidentiality.
By the Numbers
Figures reflect engagements in which STILLRIDGE leadership played a direct advisory or operating role between 2018 and 2026. Outcomes vary by client and engagement.
Case Studies
A closer look at how we've helped owners build stronger, more durable businesses — the challenge, the work, and the outcome.
A successful financial advisor with over $200M in assets under management and $100M in net new assets needed to set up the business to pass to multiple children. The owner was leading a new strategic growth initiative and building out the sales team, and wanted to professionalize the firm and gain clearer insight into how it was operating. An executive team to handle day-to-day operations was just beginning to take shape, but it was still inexperienced.
Without change, the owner would keep working 60+ hours a week — meeting with clients, running the firm, and reviewing reports — with no clear path to step back or hand the business to the next generation.
We started with strategic planning, then monthly executive-development and operating sessions. After 18 months, we stepped into a fractional executive role.
Formalized roles and compensation plans, developed disciplined priorities, and instituted consistent meeting rhythms. Built a weekly ownership dashboard covering every important KPI area, along with a 60-day cash flow forecast for greater insight into performance.
Greater visibility and insight into the business — and greater freedom for the owner to focus on growth. Revenue grew from $5M to $10M, and recurring revenue grew from $2.4M to $4.5M.
A $10M business owner wanted to significantly step back, monetize equity, and spend more time with family — while keeping the business in the family for the next generation.
The legacy of keeping the business within the family, and a tremendous equity valuation the owner stood to lose without a management team ready to run the business with their input.
Professionalize the leadership team and support the next-generation leader designated to take over. We helped the founder monetize 40% of the business and created a succession pathway for the next generation.
Supported both the first and second generation. Formalized strategic and exit planning while navigating the family's dynamics, desires, and hopes.
The client achieved the earnout from the initial equity sale, grew recurring revenue, and took a second bite of the apple at a higher valuation. The second generation has since expanded the business to multiple locations, with little dependence on the original founder.
An ambitious business owner needed help aligning and developing the executive team to hit aggressive growth targets. The company had been successful in the past, but needed help getting over the hump.
Missing growth goals for multiple years in a row.
Align and develop the executive team, and install the disciplined operating engine needed to convert ambition into consistent results.
Implemented a structured, disciplined planning rhythm, developed organizational and positional KPIs, and infused capital into the sales and marketing system.
A step-change in performance — the business tripled topline revenue and grew profitability fifteenfold.
Let's talk about where you are now and what a stronger, more durable business would look like.
Where We've Worked
Based in the Kansas City Metropolitan Area and working with owners across the country. Each community below marks a place where we've partnered with a business.
STILLRIDGE