Case studies

Real outcomes from operators using HALO.

Each of these organizations used HALO to make their leadership clearer, their teams more accountable, and their growth more durable. The numbers come from their work — not ours.

Business outcomes from organizations that ran on HALO.

On this page

Case 01

Sundt Construction

A unified operating framework across an enterprise.

Employee-owned construction, thousands of employees, multi-sector

$20M+
Retention impact identified & addressed
~$4B
Annual revenue scale supported
1,000s
Employees aligned enterprise-wide

The challenge

As Sundt grew, leadership lacked a unified framework for aligning strategy, accountability, performance, and workforce data across thousands of employees and dozens of profit centers.

What HALO did

HALO connected strategic planning, accountability, workforce metrics, and execution — establishing a 10-year vision of success, enterprise-wide planning, and standardized objectives across the organization.

“We would never be in this position to succeed or come this far if it wasn't for HALO. To do this much in such a short time with such a large organization is amazing.”
Case 02

InnovaTel Telepsychiatry

Growth clarity that earned investor conviction.

Behavioral health, technology-enabled care delivery

325%
Revenue growth
Series A
Financing completed
Acquired
By Quartet Health

The challenge

Leadership needed sharper clarity on market positioning, growth strategy, and accountability to capitalize on a rapidly expanding behavioral health market.

What HALO did

HALO aligned growth strategy, positioning, planning, and performance measurement — giving the team a single operating picture for scale and investor diligence.

“Our investment banking partner told us that the venture capital group specifically chose to invest in InnovaTel due to work completed with HALO.”
Case 03

Greenwood Brewery

From founder-led to team-driven growth.

Craft brewery and hospitality, Arizona

6 months
To hit a full prior year of production
Expanded
Locations using the original HALO plan
ON the business
Founder time recovered

The challenge

Growth was concentrated in the founder. Planning, decisions, and accountability lived with a small group, creating bottlenecks and limiting scalability.

What HALO did

HALO built long-term growth planning, accountability structures, strategic priorities, and leadership ownership — moving the team from dependence on the founder to a repeatable operating model.

“My employees finally know what they are accountable for and do exactly what I need them to do, and now I have time to work ON the business and not IN it.”
Case 04

Colling Media

One source of truth for leadership.

Full-service marketing and media agency

2×
Revenue growth
Single
Source of truth for leadership
Faster
Executive decision-making

The challenge

Data, reporting, and operational information lived across many systems. Leadership couldn't get a complete view of performance or make timely decisions.

What HALO did

HALO unified planning, reporting, accountability, and performance visibility into a single source of truth — and laid the foundation for downstream AI readiness.

Case 05

Arcwood

Capacity created without adding headcount.

Employee benefits, HR, and retirement services

$500K
Annual capacity created
0
Additional headcount required
Less
Meeting and reporting overhead

The challenge

Leadership time was being consumed by meetings, reporting, and operational coordination — limiting capacity for growth.

What HALO did

HALO connected strategic priorities, accountability, planning, and execution — reducing operational friction and freeing executive time for higher-leverage work.

Case 06

Symmetry Companies

Portfolio-wide alignment, brand by brand.

Real estate, development, hospitality, and investment

172%
Sales growth across multiple brands
Cross-brand
Resource allocation
Portfolio
Visibility for leadership

The challenge

Leadership needed a way to align priorities, resources, accountability, and execution across a growing portfolio of businesses and brands.

What HALO did

HALO delivered strategic planning, portfolio visibility, accountability, and resource prioritization across the entire family of companies.

Case 07

PacBiz

Operational consistency at scale.

Multi-location and franchise operations

Consistent
Execution across locations
Clearer
Operational visibility
Scalable
Framework for expansion

The challenge

Leadership needed greater visibility into location performance while holding the line on consistency, accountability, and execution across a distributed footprint.

What HALO did

HALO connected corporate objectives to location-level execution — with shared performance measurement and a scalable framework for future expansion.

Case 08

GO Car Wash

Operating discipline through hypergrowth.

One of the fastest-growing car wash operators in the U.S.

100+
Locations scaled in under a year
Higher
Execution consistency
Lower
Complexity during expansion

The challenge

Rapid expansion through acquisition and new builds was outpacing leadership's ability to maintain visibility, consistency, and accountability across the footprint.

What HALO did

HALO established strategic alignment, location-level accountability, planning discipline, and performance visibility — building the operating spine for hypergrowth.

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