Real Stories of Business
Growth, Transition, and Legacy

Every business we work with has a unique story—and a unique set of challenges. Whether it’s scaling for the future, preparing for a sale, or overcoming operational roadblocks, our clients come to us looking for clarity, leadership, and lasting results.

These are their stories—examples of how we partnered with business owners, executives, and leadership teams to unlock potential and build legacies.

We don’t just create plans. We walk with you through the process of transformation—so you can move forward with confidence.

Featured Success Stories

EZ Lube

EZ-Lube: Preparing
for a Strategic Sale

When the founder of EZ-Lube was ready to sell, he needed a partner who could help him maximize valuation while preserving the company’s culture. We helped align the leadership team, streamline operations, and create a comprehensive exit strategy that led to a successful acquisition.

Read the full story
First Aid

First Aid Only: Driving
Growth During Transition

This multi-generational business needed help navigating operational inefficiencies during a critical leadership handoff. We partnered with the team to implement strategic planning, improve financial systems, and prepare the business for long-term scalability.

Explore this transformation
cherries

Oregon Cherry Growers: Merging with Clarity and Culture

In the face of a high-stakes merger, Oregon Cherry Growers leaned on OneAccord to protect their identity while scaling operations. Our team helped build a transition plan that maintained brand integrity, streamlined systems, and set the stage for a successful integration.

See how it happened

What You’ll See in Every Case Study

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The client’s challenge, clearly defined

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Our approach: strategy, leadership, and execution

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Real, measurable results

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Client quotes and reflections

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Key takeaways other leaders can learn from

Industries We’ve Served

Our clients span industries—from financial institutions to consumer products, from manufacturing to nonprofits. What they all have in common is the courage to lead differently and the desire to build something that lasts.

  • Manufacturing
  • Banking and Financial Services
  • Consumer Products
  • Healthcare and Wellness
  • Nonprofits and Foundations
  • Construction and Trades
  • Professional Services
  • Family Owned Businesses

Transformation That Sticks

Many of the companies we work with continue their journey with us beyond the initial engagement—whether through executive coaching, fractional leadership, or long-term advisory support. That’s the power of trust, action, and alignment.

Our Client’s Success

adaQuest

adaQuest: Business
Process Optimization

See Case Study
Breakwater

Breakwater Security: Sales Structure Transformation and Acquisition Strategy

See Case Study
EZ Lube

EZ-Lube: Preparing
for a Strategic Sale

See Case Study
First Aid

First Aid Only: Driving
Growth During Transition

See Case Study

Ready to Start Your Story?

Every transformation begins with a conversation. If you’re ready to create a clear path forward whether to grow, exit, or regain control—we’re ready to walk with you.

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