C. L. Finlan & Son, Inc.

Our agency is over 100 years old which tells us that we’ve done
something right. But doing things right in the past does not
guarantee future success. In order to position our agency for the
future we created a business development relationship with JKL
Associates.

We are investing into growing a “Sales” focused culture.
Our Customer Service Agents are the best at supporting our clients
and we want them to be equally energized in expanding our sales
efforts.

Our strategies are with both existing insured as well as
those wanting to be part of our satisfied customer base.

CABINETRY BY BETTER BILT

As a family owned business for more than 40 years, the thought of perpetuating
the business was not easy to come to a simple solution.
After some initial conversation with our attorney, we asked JKL Associates to help
us navigate the plan to continue the legacy of the business.

Working through the emotional options of family or third party succession was a
key element that JKL Associates brought to the process.

Through a facilitative approach and coordination of communication with
trusted business advisors, our efforts were focused and timely.

JACK FROST INSURANCE

As business owners, my wife and I asked JKL Associates to help move our agency forward.

By adopting solid transactional processes and looking to the metrics to guide our business, we were able to expand through acquisition, thus positioning the business for subsequent purchase by a larger entity.

The experience of bringing acquisitions into our agency and developing the expertise to incorporate best practices later enabled us to be valued assets to the purchasers of our agency.

DBS PRINT AND MARKETING

JKL Associates has worked with my business for over 10 years providing valuable insights into the various challenges of moving through different transitions. Consistent no-nonsense feedback has helped me stay aligned to my longer term objectives.

J.D CANDLER ROOFING

Since 1995, JKL Associates has provided various valuable services to help expand our company. From leadership and management development to ongoing executive team support, the on demand insights assist in decision-making and maintaining focus on the end result.

SONITROL - GREAT LAKES

For over 20 years, JKL Associates has provided valuable insights into assisting us in realizing business goals. By helping align our people with career objectives, our clients' satisfaction has increased, and our company growth has continued on an upward climb.

SUNTEL SERVICES

Leading a multimillion dollar telephony and technology company has demanding needs. Five years ago, we made a significant investment to move our business forward by implementing a companywide Enterprise Resource Management system. JKL Associates was brought on board to lead this implementation effort. By coordinating with both internal staff and the primary vendor, the system is contributing to a smoother operation and allowing for department leaders to focus on Sales, Customer Service, Projects, Inventory, Finances and in general, overall profitable growth.

HONOR MEDICAL STAFFING

Over the years, JKL Associates has provided valuable support for the recruiting and interview assistance on attracting the right people for our organization. As a result, we experienced great growth and developed a business which ultimately perpetuated into a valued asset in my partners' and my financial portfolio.

POLE POSITION AUTO BODY

I hired JKL Associates to help me liquidate or sell my company in late 2003. I lacked the structure and skills necessary to maintain a successful corporation and I wanted to get off the roller coaster ride. Fourteen years later we have formalized processes and procedures in place. My company's revenue has doubled and I continue to explore expanding my holdings through mergers and acquisitions. My staff and I take pride in the fact that we are consistently recognized as top performers within our industry. JKL is a key component of our success by providing guidance, strategic planning, and most importantly, implementing accountability for every staff member.

COBB HALL INSURANCE AGENCY

Changes in the world of business has been at a breakneck pace over the past 10-15 years.

Our profession is no exception. To help navigate all the changes, both operational and
cultural we brought in JKL Associates.

Throughout the process we completely updated, streamlined
and implemented a team and performance-based organization.

Evolution from the outdated operational models into a sales based growth oriented
organization has been the best process we could have ever done.

We regularly hit leading benchmarks for growth, retention and profitability, sustaining
our industry’s best practices recognition for the last 4 years in a row
and recently being named by National Underwriter magazine as Agency of the year.

DAN WOOD PLUMBING AND HEATING

JKL Associates has contributed to the organizing of our business. As a second generation family business, the foundation was in place but we needed to move toward better workflow and processes. Through regular dialogue, JKL Associates helps us design our organizational structure, job definitions, workflows and various other aspects of a growing business.

THE BIG SALAD

In today’s chaotic and cut-throat business climate, it has been refreshing to work with the honesty of JKL Associates.

Over nearly 10 years of working together, JKL has demonstrated honesty, loyalty and ethical behavior.

LOGOS COMMUNICATIONS

I engaged JKL Associates to continue to build and expand my business. Having been successful in the actual “Deliverables” side of my business, I needed that person to give me not just input, but to hold me accountable to taking the next steps in moving from owning a good job to being the owner of my business. Although sometimes the feedback is tough, the genuineness of his commitment to my success is always front and center.

GORDIES GARAGE

JKL Associates helped navigate the perpetuation of our family business. As a neutral third party, well versed and acquainted with the emotional dynamics of these types of changes in a business, Larry provided the guidance and structure to allow for a smooth business transition. He facilitated the various dialogues with trusted advisors to achieve the goal while not losing sight of how the family, in addition to the business, makes the transition.