Case Studies

Real-life stories of how we’ve helped our clients grow their impact

Outsourced CFO Partnership Case Studies

How‌ ‌Besa‌ ‌Was‌ ‌Able‌ ‌to‌ ‌Surpass‌ ‌Their‌ ‌Capital‌ ‌Campaign‌ ‌Goal‌ ‌&‌ ‌Double‌ ‌Their‌ ‌Team‌ (Even‌ ‌During‌ ‌a‌ ‌Pandemic)‌ ‌

“David is not only our CFO but a true thought partner for Besa. He’s helped us meet (and surpass) our $1 million capital campaign goal, double our team size, manage our audits and reviews, and even get our PPP loan through twice. Having David on our side has allowed us to go further faster, be more intentional, and show up for our team...ultimately allowing us to scale farther than ever before.”

Matthew Goldstein

CEO, Besa

How Studio Black Ink Made Sense of Its Finances to Identify Its Best-Fit Clients. And Grow by 300% in Just 3 Years.

“I don’t have a formal business background, so when I came to David I didn’t really have a clear picture of where my business was. Thanks to David’s help first in “cleaning up” my finances and then with forecasting and guiding my business development, I now have a way to see a quick snapshot of exactly where my business is at at any given moment. This has allowed us to identify which clients are the best fit for us, and ultimately grow by 300% in just 3 years.”

Adrienne Consales

Owner & Creative Director at Studio Black Ink

Strategic Planning Case Studies

How the Jewish Federation of Greater Hartford Defined the Long-Term Changes & Impact They Needed to Re-Engage Their Local Jewish Community

“What David created for us is not just a strategic plan that sits on a shelf and is taken out once a year. It’s a living document that has been guiding us daily since its creation through the Federation’s most important priorities and strategies. And with David’s additional guidance and expertise, we’ve also been able to launch major initiatives in all areas prioritized in our plan – including with our marketing, brand, and community engagement. Because of this, our fundraising has also grown significantly over the last year.”

David Waren

CEO, The Jewish Federation of Greater Hartford

How Startup [Re]start Gained the Clarity & Confidence it Needed to Move Forward and Become Reality

“I had this idea for a company I had already begun, but I found it hard to get clarity. Was this something worth pursuing? Did I even have a real company here? So my investment in David was like having a second-in-charge president, chairman, and CEO who I could use as a sounding board and as a guide through what was scalable and realistic. While I could articulate my vision, it really was David who made it real. He helped me clarify everything on paper, which gave me the answers I was looking for to go make it happen.”

Chad Silverstein

CEO, [re]start

Non-Profit Organizational Change Management Case Studies

How JewishColumbus’ Success Became the Nationwide Roadmap for Jewish Federations and Foundations Seeking Unity, Strength & Impact Through Integration

“Nothing like what we were considering – an integration between the Federation and the Foundation – had been done before. So needless to say, we had quite the challenge ahead of us. Despite the challenge, it’s now been 3 years and 1 successful integration later...and without David’s help, I’m confident that the process to get here would not have been as quick, efficient, smooth..nor as fun! He truly has all the skills that are needed to make a challenging process like this happen.”

Audrey Tuckerman

Board Chair, JewishColumbus

From Decision to Implementation: How the Greater Phoenix Jewish Federation and Foundation Were Able to Come Together & Integrate for More Community Impact

“When both the Jewish Federation and the Jewish Community Foundation of Greater Phoenix had spent years having less impact than we knew they were capable of, we began looking into solutions like integrating the two organizations. The problem was that we couldn’t seem to get lay leaders and professionals to come to a decision. David was able to come in and not only help us come to a unanimous ‘yes’ decision to integrate, but also help us with all the behind-the-scenes strategy – including the organizational chart, the budgeting, the legal structure, and even advising our new CEO.”

Jonathan Hoffer

Chair of the Integration Task Force

Case Studies

Outsourced CFO Partnership Case Studies

How‌ ‌Besa‌ ‌Was‌ ‌Able‌ ‌to‌ ‌Surpass‌ ‌Their‌ ‌Capital‌ ‌Campaign‌ ‌Goal‌ ‌&‌ ‌Double‌ ‌Their‌ ‌Team‌ (Even‌ ‌During‌ ‌a‌ ‌Pandemic)‌ ‌

How Studio Black Ink Made Sense of Its Finances to Identify Its Best-Fit Clients. And Grow by 300% in Just 3 Years.

Strategic Planning Case Studies

How the Jewish Federation of Greater Hartford Defined the Long-Term Changes & Impact They Needed to Re-Engage Their Local Jewish Community

How Startup [Re]start Gained the Clarity & Confidence it Needed to Move Forward and Become Reality

Non-Profit Organizational Change Management Case Studies

How JewishColumbus’ Success Became the Nationwide Roadmap for Jewish Federations and Foundations Seeking Unity, Strength & Impact Through Integration

From Decision to Implementation: How the Greater Phoenix Jewish Federation and Foundation Were Able to Come Together & Integrate for More Community Impact

Are you looking to grow & scale your impact like the clients above? Then let’s see how we can help.

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