Financial Services Case Study II

Business Problem

Account Control Technology is a revenue cycle management financial services company. The business was highly concentrated in one sector, with one significant client—the U.S. government. The management team did not have a growth plan, there was no c-suite, financial controls or standardized systems.

The Solution

Optimize implemented a strategic planning process, and set forth an effort to diversify the company’s revenue streams.

Optimize Activities

  • Facilitated strategic planning meetings over a five-year span
  • Prompted the organization to standardize processes across the enterprise
  • Established a set of key performance indicators (KPIs)
  • Created an informal board of advisors, and converted the BOA into a formal Board of Directors
  • Chaired and facilitated board meetings (resigning as strategic planning facilitators to avoid a conflict of interest)


During the strategic planning process, Account Control Technologies:

  • ACT completed an acquisition, expanding from the government sector into telecommunications and healthcare
  • Expanded services within the value chain, further diversifying revenue
  • In eight years, the company grew 14x
  • The company made the Inc. 5000 list for ten successive years (one of the few companies in history of Inc. Magazine to do so)
  • The company was sold to a strategic buyer in 2021

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