Context

A PE-backed electrical equipment supplier sought to define its five-year strategic direction. The company had experienced rapid growth but lacked leadership alignment and a cohesive roadmap linking its operational scaling, customer expansion, and financial goals.

Approach

Counts Consulting designed and facilitated a full-day leadership strategy session with the executive team and investors to align on long-term vision and near-term priorities. Grounded in pre-session interviews and survey insights, the discussion focused on core growth vectors, operational enablers, and financial targets.

Outcomes

• Established consensus on the company’s 5-year growth ambition and “North Star” metrics (EBITDA, capital efficiency, and customer lifetime value)

• Defined a framework for scaling operations, expanding into adjacent product categories, and exploring strategic acquisitions

• Built executive alignment on a “strategy-on-a-page” framework to guide decision-making and investor communication

Impact

The session catalyzed renewed leadership alignment around the company’s growth trajectory, ultimately helping the business exceed its $6M EBITDA target to reach $8M. As the CFO noted, the discussion provided valuable clarity to “build our KPI and financial reporting muscle” and strengthened collaboration between the CEO and finance team ahead of board planning.