Growth strategy

Key Highlights

• Client Description: The client owns a mission-driven business that transforms grief into empowerment by providing tools, workshops, and products that help families prepare for legacy, celebration of life, and end-of-life planning.
• Industry: Legacy Planning / Life Empowerment Services
• Business stage: Early growth
• Program: Tacoma Community Reinvestment Project
• Economic Development Outcomes: Expanded and provide access to legacy-planning resources for underserved families, reducing financial strain, family disputes, and loss of generational wealth through prepared, intentional planning.

The Challenge

The client sought guidance in crafting and articulating the company’s growth strategy for grant application to increase their business capacity, as well as access to their business offering

Services Sought: Growth Strategy Advisory & Grant Application Advisory

What We Delivered

• Growth Strategy Roadmap: Defined strategic priorities, clarified tiered service offerings, evaluated and prioritized growth paths, established a scalable workshop model with pricing benchmarks
• Grant Narrative & Asset Investment Plan: Developed successful CRP grant application with detailed $25K asset acquisition plan, tying equipment/software directly to revenue growth, operational efficiency, and hiring potential

Client impact

• Gained clarity on revenue models and scalability of workshops (in-person, hybrid, and on-demand)
• Secured a $25K grant for asset investments
• Expanded operational capacity and reduced outsourcing costs
• Strengthened positioning as not just a business but a movement for legacy empowerment.
• Enhanced confidence in approaching partners and organizations with clear, professionalized packages and pricing.
• Stronger financial foundation for sustainable revenue and future staff hires (administrative support, facilitators).

Economic Development Outcomes

• Communities, families and individuals gain tools to avoid financial/emotional crises at end-of-life moments
• Use of CRP funding ties directly to supporting historically underserved communities by breaking cycles of unpreparedness and loss
• Community partners are equipped to refer and host workshops, creating a sustainable local support network.
• Breaks cycles of unpreparedness and wealth loss by removing access barriers.