Problem: True Partners Consulting, a Waud Capital portfolio company, is a dynamic tax and business advisory firm. The firm and its private equity owner needed a strategic plan to expand business development and grow the company.
Solution: Within a few months, SEG matched True Partners with a compatible internal project team and three talented business development reps. SEG oversaw the BDR training and worked directly with management to optimize the sales process, including implementing best practices for CRM. Ultimately, SEG exceeded expectations, and through their support, True Partners was able to achieve a successful exit for the company owners.
SEG SUPPORT PROVIDES A SUCCESSFUL COMPANY EXIT FOR TAX AND BUSINESS ADVISORY FIRM
“SEG had a good process, good services delivery, good communication, and good results. The team definitely exceeded our expectations based on the quality of talent they found for our niche industry.”
– Timothy Costello
CFO, True Partners Consulting