Delve, Inc.

BACKGROUND

Please describe your company and position.

I am the Owner of The Madrona Group

Describe what your company does in a single sentence.

Real estate services

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Delve, Inc. to accomplish?

• Facilitate business growth
• Streamline financial management
• Enhance strategic planning

SOLUTION

How did you find Delve, Inc.?

Referral

Why did you select Delve, Inc. over others?

Referred to me

How many teammates from Delve, Inc. were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.
Comprehensive Mergers and Acquisitions Strategy: 

• Scope: Delve, Inc. conducted in-depth market analysis, identified potential acquisition and merger targets, and led negotiations. They also managed due diligence processes and facilitated integration plans for each new entity. 
• Key Deliverables: Detailed market reports, a list of vetted potential targets, negotiation strategies, and comprehensive integration blueprints for each acquisition and merger. 

Financial Systems Overhaul and Compliance Management: 

• Scope: The consultant restructured our QuickBooks setup for enhanced financial tracking and reporting. They also implemented new compliance protocols to align with current financial regulations. 
• Key Deliverables: A reorganized and optimized QuickBooks system, a new set of financial compliance guidelines, and training sessions for our staff on these new systems and protocols. 

Strategic Goal Setting and Business Planning: 

• Scope: Delve, Inc. facilitated workshops for setting realistic and measurable goals. They assisted in creating a detailed business plan, including performance indicators and timelines for achieving these goals. 
• Key Deliverables: A comprehensive business plan document, a roadmap for goal achievement with specific milestones, and a performance tracking system.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Growth in Market Presence and Revenue: 

• Outcome: Successfully integrated 4 new franchise locations, two mergers, a startup and added a new business model, leading to an expanded market presence in key areas of Seattle. 
• Measurable Success: Post-merger, we observed a significant increase in overall revenue and a broader client base, demonstrating successful market expansion.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

• Timeliness and Efficiency: Delve, Inc. showcased exceptional project management skills, consistently delivering on key milestones ahead of schedule. Their proactive approach in managing timelines ensured that each phase of our mergers, acquisitions, and system overhauls was completed efficiently, often exceeding our expectations in terms of speed without sacrificing quality. 
• Responsiveness and Adaptability: They were incredibly responsive to our needs, adapting their strategies and plans as our project evolved. Whenever we encountered new challenges or changes in our objectives, Delve, Inc. was quick to adjust their approach, ensuring that our project remained on track. Their ability to pivot and provide solutions in real-time was a significant factor in the smooth progression of our initiatives. 
• Communication and Collaboration: Delve, Inc.’s project management was marked by clear, consistent communication and collaborative spirit. They kept us informed at every stage, ensuring that all team members were aligned with the current goals and upcoming tasks. Their transparency in communication fostered a trusting and effective partnership, making the complex process of acquisitions, mergers, and system restructuring much more manageable.

What was your primary form of communication with Delve, Inc.?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What truly sets Delve, Inc. apart is their profound understanding of the real estate industry. Their insights into market trends, regulatory compliance, and financial management specific to real estate were not just impressive but also immensely practical. This deep industry knowledge enabled them to tailor their strategies perfectly to meet the unique needs and challenges of The Madrona Group.

Are there any areas for improvement or something Delve, Inc. could have done differently?

While Delve, Inc. excelled in their expertise and execution, one area for potential growth could be in scaling their services. As The Madrona Group continues to expand, the ability to handle larger-scale projects and a broader range of services simultaneously would be beneficial. Enhancing their capacity to manage multiple large-scale projects could further align with the growing needs of expansive real estate firms like ours.

BACKGROUND

Please describe your company and position.

I am the Owner of Strategic Insights

Describe what your company does in a single sentence.

Fractional CFOservices.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Delve, Inc. to accomplish?

• To set up the operations for a rebranding of my company.
• To help support me as I navigate a new company model.
• To set up the new company based on leading technology.

SOLUTION

How did you find Delve, Inc.?

Long time friend of the owner

Why did you select Delve, Inc. over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Company values aligned

How many teammates from Delve, Inc. were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

Setting up a fractional CFO services as well as a bookkeeping firm.Delve Co consultated on all aspectsof the new business infrastructure.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

We are sill in the earlier stages of development.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They are extremely timely and efficient.

What was your primary form of communication with Delve, Inc.?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

They were able to delve into all aspects of business creation.

Are there any areas for improvement or something Delve, Inc. could have done differently?

Not that I can think of.

BACKGROUND

Please describe your company and position.

I am the Founder and CEO of Emmanuel Fonte Consulting

Describe what your company does in a single sentence.

Consultation in the real estate space.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Delve, Inc. to accomplish?

• Clear focus
• Strategic Planning
• Furutre proof my business

SOLUTION

How did you find Delve, Inc.?

Referral

Why did you select Delve, Inc. over others?

• Great culture fit
• Referred to me

How many teammates from Delve, Inc. were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

• Clear projections for finances. 
• Staffing and HR resources.
• Actionable tactics to build the team.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• Increased revenue. 
• Teammates have higher job satisfaction. 
• Identified areas to improve, and executed on those.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Always on time. Delve was always prepared.

What was your primary form of communication with Delve, Inc.?

In-Person Meeting

What did you find most impressive or unique about this company?

They were the best listeners I ever encountered. 

Are there any areas for improvement or something Delve, Inc. could have done differently?

Documentation in phases.

BACKGROUND

Please describe your company and position.

I am the Owner of JLS Yakima

Describe what your company does in a single sentence.

Real estate sales

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Delve, Inc. to accomplish?

• Organize my business

SOLUTION

How did you find Delve, Inc.?

• Referral

Why did you select Delve, Inc. over others?

• Other

Describe the scope of work in detail. Please include a summary of key deliverables.

Contracts

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Contracts being provided

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Yes

What was your primary form of communication with Delve, Inc.?

• Virtual Meeting

What did you find most impressive or unique about this company?

Their unique offering of services was impressive

Are there any areas for improvement or something Delve, Inc. could have done differently?

Unknown

BACKGROUND

Please describe your company and position.

I am the VP of Franchise of John L. Scott Real Estate Affiliates

Describe what your company does in a single sentence.

Real Estate Franchise Sales

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Delve, Inc. to accomplish?

• Assistance in transition of real estate franchise owners mergers and acquisitions
• Establish operational best practices for new real estate owner entities

SOLUTION

How did you find Delve, Inc.?

Referral

Why did you select Delve, Inc. over others?

• High ratings
• Close to my geographic location
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Delve, Inc. were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Consulting real estate firms considering M&A. Wide scope of services including operations, project management, HR, setting up entities/operating agreements, working with industry and state organizations for licensing, etc.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Successful transition of mergers with high retention, culture development, and financial growth.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They are extremely responsive on every project. Well organized with clear processes every step along the way.

What was your primary form of communication with Delve, Inc.?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Niche for real estate industry with an approach to getting things done. There are many emotions of buyers/sellers in an M&A but Delve approach to people made all the processes seamless.

Are there any areas for improvement or something Delve, Inc. could have done differently?

No

BACKGROUND

Please describe your company and position.

I am the Property Manager of John L Scott

Describe what your company does in a single sentence.

Property Management/realty

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Delve, Inc. to accomplish?

• Program errors

SOLUTION

How did you find Delve, Inc.?

Referral

Why did you select Delve, Inc. over others?

Referred to me

Describe the scope of work in detail. Please include a summary of key deliverables.

Help with Appfoilio, from a previous employee that messed up the program

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Still in progress

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Still in progress Contact when needed

What was your primary form of communication with Delve, Inc.?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Their personality is most impressive.

Are there any areas for improvement or something Delve, Inc. could have done differently?

not sure