All posts tagged: case study

Overview Meet 3 Media Web, a digital marketing and website development agency that provides services and support to B2B companies in a wide range of industries.  Over the past five years, company leaders Mary Novick and Jess Hennessey found themselves more and more engaged in working “on the business” rather than in it, and eventually moved into C-suite roles. When the former CEO decided to step down from ownership, it felt right for them to pursue purchasing the company themselves. The Problem Buying a company is a big deal: it’s not something many of us do every day, and when [...]

Overview Stoked is a global design company based out of Nashville, renowned for its expertise in fostering healthy work cultures, guiding teams through transitions, and providing organizations with tools for sustained positive impact. At the head of the company stands CEO Anna Love–a sort of accidental business leader.  The Problem Anna and her cofounder found themselves starting a business without really meaning to. In her words: "Neither of us had the business prowess that is probably needed to be wise business leaders." And a big part of leading a successful business is having a firm grasp on accounting and finances. [...]

Overview Kade Wilcox has been on a journey. From building teams to leading worship to running for office, he’s got a lot on his resume. He’s worked with Blumer CPAs before, but when he reached out within the last year, he was at a low point. It’s something you don’t typically put on your resume, but Kade has embraced it wholeheartedly in an attempt to squeeze every ounce of learning from the experience.  Kade was leading a multi-million dollar marketing agency. Then, he wasn’t.  The company failed, plain and simple.  Through an extremely difficult, introspective process, Blumer CPAs helped Kade [...]

Challenges Bukwild is a 25-person design and technology studio based in Sacramento.  Since its inception in 2001, some of the best-known brands in the U.S. have turned to Bukwild for help—Amazon and Pandora, DoorDash and CLIF Bar, California Olive Ranch and Coachella. But with the killer portfolio and millions in revenue came major growing pains.  COO Donald Fierros recalled the challenges with business strategy and keeping everyone on the same page in 2018:  “As a company, we were trying to be everything to everyone. We had a lot of communication issues as well. People holding different definitions of things in [...]