The Challenge.  Tobias Catlett had the vision, the credentials, and the commitment. A Navy veteran and retired firefighter paramedic, he had spent years studying the fitness industry and identifying a clear gap in the Summerville market: no dedicated climbing gym existed in Berkeley County or the surrounding Lowcountry region despite a rapidly growing population of active, fitness-oriented residents. What he didn’t have was the infrastructure to turn that vision into something an investor or lender would fund. He had a concept. He needed a business.

The Approach.  RBI Consulting Group delivered a ten-deliverable Investor-Ready Business Plan Package built specifically to take Lowcountry Rock Gym from concept to capital-ready. The engagement included a Lean Canvas, full market validation research, a five-year financial model, a revenue strategy, a funding memo, a pitch deck, and a complete business plan, all developed in close collaboration with Tobias to ensure every document reflected the actual opportunity accurately. Geographic framing was carefully developed to reflect the true market area: Berkeley County, greater Summerville, and central and western Dorchester County — a combined population base that justified the scale of the investment being sought.

The Result.  Lowcountry Rock Gym entered the funding phase with a complete, investor-grade documentation package. Key figures from the financial model: a 20,000 square foot facility, $1.42 million in total capital required, projected Year 1 revenue of $870,000, and a Year 5 EBITDA of $1,045,000. More importantly, Tobias walked away with a clear, credible story; one that he could tell consistently to banks, investors, and community partners, backed by a model that showed the math.

The Challenge.  Dorchester Seniors, Inc. had been serving the senior population of Dorchester County for years with genuine commitment and community trust. But as demand for services grew, so did the strain on the organization’s internal structure. The Executive Director had become the bottleneck for nearly every decision. Roles were unclear. Program delivery was inconsistent across service areas. And the organizational structure that had worked at a smaller scale was actively limiting the impact the team was capable of delivering. Leadership knew something needed to change. What they needed was someone who could see the whole picture and help them build a structure that matched their ambitions.

The Approach.  RBI Consulting Group engaged Dorchester Seniors on a bundled scope covering both immediate organizational restructuring, targeted for completion before July 1, and a five-year strategic plan developed across the following months. The restructuring work began with a frank assessment of the current operating model, surfacing a clear ED bottleneck, personnel fit issues across multiple roles, and structural gaps that were creating friction in service delivery. Working closely with LaQuinta West and the leadership team, RBI developed a restructured organizational model designed to distribute decision-making authority appropriately, clarify roles and accountability, and create the operational headroom the organization needed to grow its programs and impact.

The Result.  The restructuring engagement gave Dorchester Seniors a clear organizational framework to carry into the strategic planning process, with defined roles, a more sustainable leadership structure, and a shared vocabulary for talking about how the organization operates and where it needs to go. The five-year strategic plan, developed through a structured facilitation process with staff and board, gave the organization a roadmap aligned to its restructured operating model — so that strategy and structure were finally pulling in the same direction.