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Explore our Blog LeadWell Advisory Partners aims to learn and grow with clients as an integrated part of their team. Explore feature stories from some of our clients below, or get connected to see how our team can help you take your business to the next level.

Haugen BUILDING CONFIDENCE, STRATEGY, & STRUCTURE Haugen Consulting Group’s Journey with LeadWell Advisory Partners previous project next project Year 2025 description After nearly two decades of entrepreneurial growth in healthcare education, auditing, and consulting, the team behind Haugen Consulting Group knew they had built something special. But like many successful founders, Mary Beth and Steve Haugen were also looking for something more: clarity, structure, and an experienced outside perspective to guide the next phase of the business. READ Case study COR Solar FROM STRUGGLE TO STRUCTURE How LeadWell Helped Rebuild and Reimagine COR Solar & Electric previous project next project Year 2025 description For years, COR Solar & Electric operated with vision and grit, serving rural communities in Arkansas, Missouri, and Oklahoma with solar energy systems designed to reduce costs and support sustainable agriculture. But even the strongest intentions can only carry a business so far without foundational systems, cohesive processes, and a clear strategic direction. READ Case study HRS REBUILDING FROM WITHIN How LeadWell Helped HRS Grow Into Itself and Forge a Path for the Future. previous project next project Year 2025 description In the ever-evolving world of healthcare services, scale without structure can quickly become a bottleneck. When Health Record Services (HRS) began experiencing that familiar tension—rapid growth outpacing internal systems—it wasn’t a matter of ambition or talent. It was a matter of direction. That’s when Abby Coplan, Chief of Staff, turned to LeadWell Advisory Partners. READ Case study

Unlocking Growth with Intelligence: How Tesorus Transforms Marketing and Sales Performance Client Case Studies Leadership in Motion: How Karthik Polsani and LeadWell Built a Portfolio Partnership Rooted in Strategy, Trust, and Execution Karthik Polsani, Founder and Group CEO of ECLAT Health Solutions, forged a partnership with LeadWell Advisory Partners that runs deep—spanning investments, strategic planning, operational system design, and leadership development. Read More Building the Grid for Tomorrow: How Sprocket Power Scaled Smarter with LeadWell Advisory How one innovative microgrid company streamlined internal processes, enhanced investor communications, and scaled confidently with LeadWell Advisory’s strategic partnership. Read More From Early Ideas to Scalable Impact: How LeadWell Helped Revent Build a Company with Staying Power In the fast-paced world of tech startups, few journeys are as emblematic of grit, pivots, and partnership as the story of Revent. Read More STORIES AND RESOURCES A Portfolio Partnership Rooted in Strategy, Trust, and Execution Client Case Studies Leadership in Motion: How Karthik Polsani and LeadWell Built a Portfolio Partnership Rooted in Strategy, Trust, and Execution Karthik Polsani, Founder and Group CEO of ECLAT Health Solutions, forged a partnership with LeadWell Advisory Partners that runs deep—spanning investments, strategic planning, operational system design, and leadership development. Read More Building the Grid for Tomorrow: How Sprocket Power Scaled Smarter with LeadWell Advisory How one innovative microgrid company streamlined internal processes, enhanced investor communications, and scaled confidently with LeadWell Advisory’s strategic partnership. Read More From Early Ideas to Scalable Impact: How LeadWell Helped Revent Build a Company with Staying Power In the fast-paced world of tech startups, few journeys are as emblematic of grit, pivots, and partnership as the story of Revent. Read More STORIES AND RESOURCES Building the Grid for Tomorrow: Power Scaled Smarter Client Case Studies Leadership in Motion: How Karthik Polsani and LeadWell Built a Portfolio Partnership Rooted in Strategy, Trust, and Execution Karthik Polsani, Founder and Group CEO of ECLAT Health Solutions, forged a partnership with LeadWell Advisory Partners that runs deep—spanning investments, strategic planning, operational system design, and leadership development. Read More Building the Grid for Tomorrow: How Sprocket Power Scaled Smarter with LeadWell Advisory How one innovative microgrid company streamlined internal processes, enhanced investor communications, and scaled confidently with LeadWell Advisory’s strategic partnership. Read More From Early Ideas to Scalable Impact: How LeadWell Helped Revent Build a Company with Staying Power In the fast-paced world of tech startups, few journeys are as emblematic of grit, pivots, and partnership as the story of Revent. Read More STORIES AND RESOURCES Early Ideas to Scalable Impact: Building a Company with Staying Power Client Case Studies Leadership in Motion: How Karthik Polsani and LeadWell Built a Portfolio Partnership Rooted in Strategy, Trust, and Execution Karthik Polsani, Founder and Group CEO of ECLAT Health Solutions, forged a partnership with LeadWell Advisory Partners that runs deep—spanning investments, strategic planning, operational system design, and leadership development. Read More Building the Grid for Tomorrow: How Sprocket Power Scaled Smarter with LeadWell Advisory How one innovative microgrid company streamlined internal processes, enhanced investor communications, and scaled confidently with LeadWell Advisory’s strategic partnership. Read More From Early Ideas to Scalable Impact: How LeadWell Helped Revent Build a Company with Staying Power In the fast-paced world of tech startups, few journeys are as emblematic of grit, pivots, and partnership as the story of Revent. Read More STORIES AND RESOURCES Rebuilding from Within: Helping HRS Build the Future Client Case Studies Leadership in Motion: How Karthik Polsani and LeadWell Built a Portfolio Partnership Rooted in Strategy, Trust, and Execution Karthik Polsani, Founder and Group CEO of ECLAT Health Solutions, forged a partnership with LeadWell Advisory Partners that runs deep—spanning investments, strategic planning, operational system design, and leadership development. Read More Building the Grid for Tomorrow: How Sprocket Power Scaled Smarter with LeadWell Advisory How one innovative microgrid company streamlined internal processes, enhanced investor communications, and scaled confidently with LeadWell Advisory’s strategic partnership. Read More From Early Ideas to Scalable Impact: How LeadWell Helped Revent Build a Company with Staying Power In the fast-paced world of tech startups, few journeys are as emblematic of grit, pivots, and partnership as the story of Revent. Read More STORIES AND RESOURCES A Journey of Confidence, Strategy, & Structure for Haugen Consulting Group Client Case Studies Leadership in Motion: How Karthik Polsani and LeadWell Built a Portfolio Partnership Rooted in Strategy, Trust, and Execution Karthik Polsani, Founder and Group CEO of ECLAT Health Solutions, forged a partnership with LeadWell Advisory Partners that runs deep—spanning investments, strategic planning, operational system design, and leadership development. Read More Building the Grid for Tomorrow: How Sprocket Power Scaled Smarter with LeadWell Advisory How one innovative microgrid company streamlined internal processes, enhanced investor communications, and scaled confidently with LeadWell Advisory’s strategic partnership. Read More From Early Ideas to Scalable Impact: How LeadWell Helped Revent Build a Company with Staying Power In the fast-paced world of tech startups, few journeys are as emblematic of grit, pivots, and partnership as the story of Revent. Read More STORIES AND RESOURCES From Struggle to Structure: LeadWell Helping to Rebuild & Reimagine Client Case Studies Leadership in Motion: How Karthik Polsani and LeadWell Built a Portfolio Partnership Rooted in Strategy, Trust, and Execution Karthik Polsani, Founder and Group CEO of ECLAT Health Solutions, forged a partnership with LeadWell Advisory Partners that runs deep—spanning investments, strategic planning, operational system design, and leadership development. Read More Building the Grid for Tomorrow: How Sprocket Power Scaled Smarter with LeadWell Advisory How one innovative microgrid company streamlined internal processes, enhanced investor communications, and scaled confidently with LeadWell Advisory’s strategic partnership. Read More From Early Ideas to Scalable Impact: How LeadWell Helped Revent Build a Company with Staying Power In the fast-paced world of tech startups, few journeys are as emblematic of grit, pivots, and partnership as the story of Revent. Read More STORIES AND RESOURCES

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