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Case
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Reference no. IMD-7-2209
New product
Published by:
Institute for Management Development (IMD) (2020)
Version:
05.10.2020
Revision date:
05-Mar-2021
Length:
18 pages
Data source:
Field research

Abstract

Jonathan Lachowitz founded a start-up venture in the Financial Planning industry called White Lighthouse Investment Management in 2006. He targeted a niche segment (US citizens living abroad) that had a critical problem that was not addressed by existing companies (eg US Tax Reporting). The organization has grown slowly and consistently. In 2015 the current form of organization is stretched to a maximum. There are several decisions Jonathan needs to make, he needs to decide whether or not to hire new employees or partners and he needs to come up with a strategy on what type of clients he should accept.

Topics

Strategy; Entrepreneurship; Start-up; Financial planning; Services; Knowledge economy; Business growth; Customer focus; Customer segmentation; Financial analysis

Setting

The events covered by this item took place in 2007-2018.

Geographical setting

Country:
United States

Featured company

Company name:
White Lighthouse Investment Management
Employees:
2-10
Industry:
Financial services

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