
Challenge:
A company specializing in document digitization faced a pivotal moment in its growth. As a privately held business, leadership aimed to enhance EBITDA in preparation for a potential sale. After an initial implementation of improvements, a change in ownership reignited the need to re- establish operational excellence to meet revised financial targets.
Approach:
The company went through two key strategic phases:
Round One:
– Developed a foundational operational system.
– Trained a core leadership group to focus on financial performance and operational
consistency.
Round Two:
– Post-acquisition, the new leadership team re-engaged with the Work Excellence Method.
– Re-implemented core strategies to meet revised EBITDA targets and sustain growth.
– Reinforced alignment and commitment across the organization.
Solution:
Through both phases, intensive workshops and coaching helped instill operational discipline and financial clarity.
01.
Leadership was equipped to implement changes across the business.
02.
Work systems were integrated to enable visibility, alignment, and accountability.
03.
A culture of continuous improvement and strategic focus was reinforced.
Results: The transformation delivered measurable success:

Company successfully positioned for sale and multiple ownership transitions were executed, leading to new growth opportunities.

Reinforced long-term commitment to methodology and coaching, enabling ongoing growth and adaptability.

EBITDA targets achieved in both strategic phases.

Internal leaders ensured continuity of the Work Excellence Method post-sale.
Key Takeaway
This case study highlights the impact of strong operational systems and strategic agility. Whether preparing for sale or adapting to new ownership, the Work Excellence Method empowered the company to stay focused, improve financial performance, and sustain progress through change.