Below is a sampling of case studies I’ve authored, by discipline.
- Entrepreneurial Finance
Betting on the future of a “Kid From Pawtucket:” Successful investment management for Boston’s high net-worth individuals: Story of self-made entrepreneur who builds up firm and next ponders his succession plan.
East West Mortgage Company: There When They’re Needed: Economics of the residential mortgage issue and how to prime a mortgage company for efficient operation.
Frogtown Cellars, LLP: Harvesting the Fruits of Early Success: Pricing and distribution challenges for a new winery in rural Georgia, located about 2 hours outside of Atlanta.
Frost Ice Bar: Hot opening and something cool in Boston: The development and opening of Boston’s first ice bar, which is an extension of the famed Boston Duck franchise.
Lights, Camera, Action… or Cut!:2007-2008 Writers Guild Strike: How and why an industry-wide strike might affect the future investment attractiveness of movie production firms.
Marugal Distinctive Hotel Management… Boutique Style: Hotel management start-up, which confronts expansion challenges and business model changes in Spain and France.
Personal Physicians Healthcare: The Patient is Always Right: Metrics for success for a multi-physician concierge medicine practice.
Radio Warfare: Continuous Soft Rock and Less Talk. Strategic Considerations for one of Boston’s Oldest Stations—Magic 106.7 FM: How and why the radio industry has changed and where the next high probability of success investment areas lie.
Sesame Workshop: Growing Pains or Midlife Crisis?: Strategic planning for a non-profit with a world famous brand.
UpTix.com: Building and Sustaining a Successful Business in a Highly Volatile and
Unregulated Industry: Story of an online ticketing company utilizing automated purchasing software.
- International Entrepreneurship
Cross-Border Sponsorship: The Newest Trend in Athlete Endorsements Outside of the United States: Why and how international athlete sponsorship benefits companies financially.
これはちょっと：International Brand Management and EMC: Adjustment and tweaking of worldwide advertising campaign for use Japan, the company’s largest Asia Pacific market.
Kumar Elastics: The Rising of the Third Generation in Modern India: Business expansion and succession planning in a family business whose children were western educated.
Mamma Mia!: The Little Show That Could!: Success and failure in the international performing arts space.
Mojitos Night Club: Pum Para Arriba (“Higher and Higher”): Marketing to individual nationalities within the same ethic sphere, and working through business partnership issues.
Oil & Water: Politics and the Inner Workings of the Japan National Oil Company: How Japanese companies make investment decisions inside government supported organizations.
Phonetic Systems: A ‘Sound’ Market Competitor: Valuation and investment attractiveness for a speech recognition company.
Thailand: Regarded as the Nicest Culture in Asia: Spurring Positive Investment into
Thailand as it Confronts Business and Political Struggles: How and why natural disasters and terrorism threats might affect the long-term investment attractiveness of a single country.
Veconinter, C.A.: Building, and Rebuilding, a Successful Business in a Highly Volatile
Region of Venezuela: The challenges of expanding a Venezuelan-based shipping container company both domestically and throughout the world.
- Business Planning / General Entrepreneurship
Business Planning / General Entrepreneurship
Beijing Sammies: Serving the Client, Not the Sandwich: Business planning and expansion strategies for a Canadian national who’s a long-term resident of China.
Bizland: Helping Small Businesses Succeed Since 1997: Adjustments to strategy for a B-to-B high-tech start-up.
Bizland: Appointing the Chief: Challenges of succession planning as a start-up brings on its first “professional” manager.
Harmony Salons: Adaptation of student deliverable to study planning assumptions in a full-length business plan.
GoTradeSeafood.com: Reeling in the Big Catch: Evaluation of homegrown business plan for a B-to-B online seafood trading company.
Greylock Resorts: An Investment Opportunity: Adaptation of student deliverable to determine investment attractiveness in a resort hotel.
LoJack: Honing in on the Route to Strategic Success: A CEO faces multiple strategic choices to right a company whose stock price is in decline.
Pegasus Travel.com: Adaptation of student deliverable for use as a sample business plan in an Entrepreneurship and Business Plan MBA course.