Transformation Stories
Some firms call them case studies. Designers call it a portfolio. We call them transformation stories because they’re about more than results—they’re about the shift that makes those results possible.
FROM START UP TO $700M
Guiding entrepreneurs to financial clarity and peace.
Socha Capital
Using brand strategy as a guide, Socha Capital scaled from start-up to $700M assets under advisement to rank in the top 15% on the 2025 Inc. 5000—all in just three years.
When Socha Capital launched, founder Jeff Socha was determined to build more than another investment firm. He wanted a top-performing team that created a measurable difference in their client’s portfolios and lives.
We partnered with Jeff and his team through a comprehensive brand and leadership strategy engagement. Together, we:
THE CHALLENGE
Clarified the Founder’s purpose and narrative through a Brand Compass strategic session.
Aligned the team around the Vision and Values, then created a purpose-driven Brand Strategy that served as the framework for rapid growth.
Facilitated bi-annual “team weeks” to embed values and strengthen culture—including a two-day workshop with a Guinness World Record swimmer to teach a growth mindset.
THE SHIFT: From small team to big team—fast!—while holding tightly to core values.
Growth from start-up to $700M assets under advisement.
Recognition in the top 15% of the 2025 Inc. 5000.
A unified team of 25 (and growing!) with the clarity and tools to sustain growth.
A resilient culture with low turnover that actively lives its values.
THE TRANSFORMATION:
EXPANSION INTO RETAIL
We deliver “I can’t believe it!” performance and style.
K Kircher Home
An interior designer, known nation-wide for her hospitality work, brings her signature style to a new retail concept anchored in cleanable, stain-resistant fabrics.
Translating a bespoke design practice into a tangible retail brand while staying true to the original heritage of performance, hospitality solutions.
We guided the K Kircher Home team through a multi-phase brand launch:
THE CHALLENGE:
Guided Kathryn through 8 Virtual Brand Breakthrough Sessions, to create the brand strategy to expand the business.
Served as Fractional CMO to oversee the website design from concept to first sale.
THE SHIFT: From idea to market, while honoring the heritage of the Founder.
Expanded the business model without expanding the permanent team.
Designed and launched the website, from concept to first sale.
THE TRANSFORMATION:
FROM RETREAT CENTER TO CULTURAL STEWARDSHIP
Restore meaning and purpose in traditional Hawaiian practices.
Ala Kukui
The leaders of a Native-Hawaiian community center used brand strategy to outline their growth plan to achieve permanent stewardship of Native Hawaiian lands.
The Brand Breakthrough workshop, where Executive Director Kauʻi Kanakaʻole aligned her board, staff and key volunteers with her Vision to transition from retreats to cultural stewardship—and gain financial sustainability along the way.
THE CHALLENGE:
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The Chaos Cure project planning system to accomplish their goals.
Expanded the business model without expanding the permanent team.
Designed and launched the website, from concept to first sale.
THE TRANSFORMATION: