Financial Services Firm Success Story -

Challenge: The owner and founder of a nationally regarded wealth management firm was considering making a $2 million investment in a real estate development project and retained Johnson Consulting Services to provide them with information and insight about the real estate developer, his business and the various development projects in which he was involved.

JCS Solution: Our primary research included interviews with the major business partners involved in his deals (architect, banker, etc.), as well as shopping several of his properties. This research was combined with secondary research of his competition, business background, and his other projects to provide this client with the insight they needed to gain comfort with their decision.

Results: Based upon the information we discovered in our research, the client decided to increase his investment to a total of $3 million in this business venture.

Research Services:

• Comprehensive Secondary Research
• Demographic Analysis
• In-Depth Qualitative Interviews
• Competitor Intelligence
• Focus Groups
• Surveys

Analysis Services:

• Market Studies
• Company Evaluations
• Situation Analysis
• Market Opportunity Analysis
• Industry Trends Analysis
• Product or Service Concept Development
• Marketing Audits

Planning Services:

• Strategic Planning
• Business Planning
• Marketing Planning
• Business Start-up or Expansion
• Individual Business Coaching