Organization Transformation

Starting Transformation with a Shared Purpose—for Business and Family

THE CHALLENGE

A multigenerational retail group was preparing for transformation. The family recognized that real change wouldn’t just be about the business—it needed to start with clarity of values and direction for both the family and the company it owns.

What we did

Acumen conducted a broad listening exercise across family members, employees, and partners. We then:


  • Surfaced individual hopes, concerns, and visions
  • Enabled honest and constructive dialogue
  • Co-created two sets of Purpose, Values, and Ambition—one for the family, and one for the business
Impact

The result was a strong foundation for the organization’s transformation journey. The two PVAs became guides for culture development, leadership transition to professional management, and investment decisions moving forward.

OUR WORK
<p class="rteBlock">Aligning Legacy and Leadership for Growth</p>
Aligning Legacy and Leadership for Growth
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<p class="rteBlock">Brewing Distinction: Cracking the Code to Compete in Coffee</p>
Brewing Distinction: Cracking the Code to Compete in Coffee
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<p class="rteBlock">Flipping the Flaw: Regaining Market Leadership for a Legacy Brand</p>
Flipping the Flaw: Regaining Market Leadership for a Legacy Brand
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<p class="rteBlock">Planning Beyond the Horizon: Building a Strategy for High-Stakes Decisions</p>
Planning Beyond the Horizon: Building a Strategy for High-Stakes Decisions
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