Situation: Partnership Dissolution Strategy — Maintaining Business Continuity and Driving 200 Additional Tax Returns During Busy Tax Season

Solution:

We developed a Partnership Dissolution Strategy that included a Strategic Leverage Plan to differentiate the client in their market.. This approach not only expanded their customer reach but also strengthened their connections with existing clients, positioning them as a trusted authority in their market during a critical transition.

Outcome:

We executed a strategic plan to maintain the client's business, but the outcome exceeded expectations, resulting in an additional 200 tax returns.

• Additional 200 tax returns

• 8% Social Media Followers Increase

• 12% Direct Mail Response Rate

Industry: Financial Services