Strategic Restructuring Consultant

Consultant Details:

Contact: Allison Fuller
Name of Firm: Envision Consulting
Language Spoken: English, Spanish, French
Website/LinkedIn URL: https://www.envisionnonprofit.com

Consultant Expertise

Communications strategy & rebranding/marketing, Cultural due diligence/integration, Facilitation of exploratory/negotiation phase, Facilitation of integration planning, Financial due diligence/integration, HR integration, IT/systems integration, Wind-down and dissolution

Program Areas

Arts and Culture, Community and Economic Development, Health, Human Rights, Human Services, Philanthropy, Public Affairs, Social Sciences

Number of Individuals in Firm:

13

Names and Titles of Individuals in Firm:

Allison Fuller,
Co-Founder and Managing Partner
Matt Kamin,
Co-Founder and Managing Partner
Melissa Montoya,
Director of Search Services

Firm or Consultant Address:

594 E. Colorado Blvd. #230

RFQ Contact Name:

Allison Fuller

RFQ Contact Phone:

626-714-7577

Geographic area currently served by firm (select all that apply):

How would you describe the range of diversity reflected in your firm’s consultants and leadership (or self, if sole practitioner)?

Envision consultants reflect much of the vibrant diversity of our communities in terms of ethnicities, languages spoken, sexual orientation, religion, socio-economic background, ages, professional experience, and geographic origin. Our consultants identify as Latinx, Caucasian, Christian, and Jewish. We incorporate cultural competence and diversity through many facets of our work, including organization assessments, strategic planning, leadership development, board development, executive search, coaching, and public trainings/presentations. For example, we hosted a leadership summit focused on diversity, equity and inclusion in building sustainable organizations. We also conduct trainings on addressing diversity, equity and inclusion in nonprofits that have been well received by nonprofit clients and partner organizations, including the Social Enterprise Alliance. We always seek to understand the communities served by our clients through listening, research and reflection.

Please describe your mission, values, and approach:

Envision Consulting specializes in providing leadership strategy and search solutions exclusively to nonprofit organizations. Having worked with hundreds of clients of all types and sizes, we understand the situation of every agency is unique. That is why we tailor solutions based upon each client’s needs and vision. Through solutions that consider the fund development, strategy, governance, marketing, programming and operations needs of successful organizations, Envision Consulting is uniquely poised to create and deliver immediate growth potential with long term stability.

What expertise or perspective do you bring to organizations looking to ground their collaboration practices in values of diversity, equity, and inclusion?

Being serious about erasing systemic inequities is a marathon, not a sprint, and we’re committed to doing our part one engagement, one position, one decision at a time. We work internally and externally, across all our engagements and interactions, to make real, meaningful and tangible change. Ending systemic racism is our shared responsibility and it’s just getting started. We help organizations take measurable actions now and in the future through our intentional service offerings that create holistic, inclusive, participatory decision-making, and equitable strategies. Our sector-wide work builds capacity for organizations through services such as: Supported search, Board development training and education, CauseCupid and Mergers and Acquisition exploration. Through our services and thoughtful practices, we’re building the pipeline for nonprofit leaders.

Please describe your ideal engagement. Feel free to include issue area and scope of project:

Our ideal engagement involves partners or potential partners who come to the table completely open about structure and outcome, allowing rich exploration of the “HOW” and “WHY” in the process.

How many strategic restructuring projects have you or your firm been involved with?

25+

Please describe your fee structure:

Projects range from $25,000 to $50,000, depending heavily on the amount of due diligence required and the number of partners involved.

What percentage of your clients are within the nonprofit sector?

100%

Are you open to remote engagements?

Yes

Briefly describe 1-3 examples of restructuring projects with which you have been involved. Please name all participating organizations. (Please prioritize NSI-funded and/or LA-based organizations).

AbilityFirst and FVO Solutions

THE CHALLENGE
Two deeply impactful and beloved service organizations based in Pasadena, AbilityFirst and FVO Solutions, wanted to expand and innovate opportunities for people with disabilities in the form of employment and social enterprise. The two organizations shared a similar vision, mission and core values. Each organization’s unique strengths presented the opportunity for better outcomes and a larger variety of programs by joining forces. With more than 90 years of experience and more than 50 years in Pasadena, AbilityFirst (formerly known as the Crippled Children’s Society of Southern California) provides a variety of programs designed to help people with disabilities achieve their full potential throughout their lives. AbilityFirst programs help individuals successfully transition from childhood to adult life; provide employment preparation, training, and experience; build social connections and independence; and offer both participants and their caregivers an opportunity to refresh and recharge through recreational activities. AbilityFirst has over 450 staff members, 13 centers/programs, strong governance, and extensive marketing capabilities. With more than 50 years of experience in Pasadena, FVO Solutions (formerly known as Foothill Vocational Opportunities) is one of the most innovative nonprofit organizations serving people with developmental disabilities by providing vocational opportunities through social enterprise. With approximately 30 staff members and deep operational expertise, FVO Solutions runs a production facility with a variety of job and training opportunities for individuals with developmental disabilities.
THE SOLUTION
Envision Consulting was engaged by AbilityFirst and FVO Solutions in late 2018 to facilitate the strategic restructuring exploration process. We started by forming a “design committee” representing both organizations to lead the exploration. Then we conducted a comprehensive survey with both boards to understand goals and motivations for a possible strategic restructuring, candid perspectives on strengths and weaknesses, and potential issues that might hinder an agreement. By facilitating a discussion about the survey findings with the design committee, we were able to kickstart a transparent and productive process. The next phase involved due diligence assessments for each organization across the categories of governance, programs, financials, fundraising, human resources, and operations. To prepare our assessments and recommendations, we reviewed hundreds of documents and conducted stakeholder interviews. Each organization reviewed their respective due diligence reports first with Envision, which provided the opportunity for organizational growth and development, even if a strategic restructuring was not pursued. Then we “swapped” reports and helped each organization better understand the other’s current situation, as well as where the opportunities and potential issues might arise through a partnership. By spring 2019, AbilityFirst and FVO Solutions were ready to move forward with negotiating conditions for a merger, and then both boards of directors voted to engage attorneys and take steps to formalize the partnership. This concluded the first phase of “exploration.” From June 2019 – February 2020, Envision worked with AbilityFirst and FVO Solutions on implementation planning (the second phase of the NSI engagement). Our work included facilitating the merger implementation committee, planning and implementing communications, updating the new organizational chart and key job descriptions, conducting compensation comparisons, preparing merger impact fundraising analysis, creating and supporting fund development action plan with current and potential funders/donors, and supporting local government approvals. Meanwhile, attorneys for each organization conducted additional legal due diligence to support the vetting and approval process.
THE OUTCOMES
The merger agreement between AbilityFirst and FVO Solutions was finalized in February 2020, and it was approved by the state in May 2020. AbilityFirst continues to work through long-term merger integration in order to fully realize the potential benefits of joining forces. The long-term goals for the merger are to offer innovative, person-centered employment opportunities to more individuals with developmental disabilities in the Pasadena area, while also building internal capacity and increasing operational efficiencies.

Dubnoff Center for Child Development

THE CHALLENGE
In February 2011, the Dubnoff Center for Child Development projected a $400,000 loss for the fiscal year due to a reliance on government contracts and falling enrollments in the Day School. An independent financial audit confirmed this projection and further estimated significant cash shortfalls within months that threatened to halt agency operations and programs. Immediate actions were taken, including administrative pay cuts and furloughs. However, projections remained weak and the agency was forced to draw down the entire line of credit ($150,000) to keep programs running. Envision Consulting was contracted directly by the Board of Directors to perform a two-week analysis on the revenues, fundraising and internal operations of the Dubnoff Center to ascertain both the causes for the financial situation and to make recommendations to avoid possibly agency closure (including consideration of a strategic restructure and other operational, partnership, and merger models).
THE SOLUTION
Envision conducted data-gathering of the Dubnoff Center, learning background information, touring facilities, and interviewing key staff. We also analyzed documents and data to fully understand the agency’s past and current situation. We proposed four viable, strategic options to address the Dubnoff Center’s financial hardships: • Agency acquisition or merger • Partial agency closure • Community center transformation • Programming growth with a focus on autism We also proposed the following initiatives to strengthen the agency’s operations: • Increasing volunteer driven projects • Gaining earned income through facility leasing • Creating compelling programming to attract new donors • Outsourcing certain operational functions • Community engaging events for agency awareness
THE OUTCOMES
After reviewing recommendations from Envision, the Board of Directors opted to pursue a merger. Additionally, they engaged Envision to act as Interim CEO. Multiple organizations were considered for the merger and Penny Lane was determined to be the best fit. Envision facilitated the entire merger process, including negotiation of contracts (ie. with Department of Children and Family Services, Departments Mental Health). Envision hosted contractor and partner meetings to facilitate the transfer of clients and licenses. Envision also closed out Dubnoff’s outstanding audit. The process resulted in a successful acquisition of Dubnoff Center for Child Development by Penny Lane. During the 15 months of Interim CEO engagement, Envision helped the agency achieve: • A successful merger and acquisition • Reduction in expenses (22% administration and 13% overall) • Beautification and enhancement of facility for community use through significant repairs and equipment additions • New funding from grants, direct mail and fundraising yielding more than $125,000 and an additional $75,000 from facility rental contracts

Add any other information you feel would aid in understanding the value you or your consulting firm can bring to a strategic restructuring exploration or implementation process:

STRATEGIC RESTRUCTURE and MERGER EXPERIENCE (NOT NSI FUNDED)
– Dubnoff Center for Child Development – Penny Lane – Pathways L.A. – Healthy Child Healthy World – The Environmental Working Group – Chidren’s Nature Institute – Los Angeles Youth Network – Palisades Emergency Residents Corporation – Dress for Success Worldwide