Case Studies

Resolving Sales–Marketing Friction in a Cross-Border High-Ticket Firm

Resolving Sales–Marketing Friction in a Cross-Border High-Ticket Firm

Pholus Advisory | 06/27/2025
Sales blames marketing. Marketing blames sales. Both teams are hitting their metrics—but deals are stalling, morale is slipping, and no one agrees on what’s actually going wrong. If you’ve ever heard “the leads are garbage” or “sales can’t close,” you already know where this is headed. This case study is…
Resolving Detention Without Bribery — A Calm Intervention in Sub-Saharan Africa

Resolving Detention Without Bribery — A Calm Intervention in Sub-Saharan Africa

Pholus Advisory | 06/24/2025
When staff are detained, panic spreads fast. Internal teams scramble for answers. Stakeholders press for updates. And behind the scenes, someone always suggests “just paying to make it go away.” But bribery isn’t an option—especially if you plan to keep operating with integrity. This case study is especially relevant if…
Discreet Internal Breach — How Pholus Contained a Digital Leak Without Triggering a Labor Backlash

Discreet Internal Breach — How Pholus Contained a Digital Leak Without Triggering a Labor Backlash

Pholus Advisory | 06/21/2025
Client updates are getting stale. Competitors are catching up too quickly. Nothing’s confirmed—but something’s off. You suspect there’s a leak. The team is small. You trust them. But trust doesn’t stop data from walking out the door. This case study is especially relevant if you are: A founder sensing a…
When the Company Stepped Back, Pholus Stepped In — Quietly Protecting a Director During Litigation Exposure

When the Company Stepped Back, Pholus Stepped In — Quietly Protecting a Director During Litigation Exposure

Pholus Advisory | 06/04/2025
The lawsuit named the company—but it also named a director. At first, the leadership team stuck together. Then the story shifted. The company stepped back. Their legal strategy changed. And one director was left exposed—with no insurance, no internal backing, and no plan. This case study is especially relevant if…
When Competence Gets Lost in Translation — Pholus Restores Alignment Between a Client and Their Tax Advisor

When Competence Gets Lost in Translation — Pholus Restores Alignment Between a Client and Their Tax Advisor

Pholus Advisory | 05/31/2025
You trust your advisor’s work. The filings are accurate. The guidance is solid. But calls go unanswered, emails linger, and tension is rising. You’re considering a change—not because of a mistake, but because you’re tired of feeling ignored. This case study is especially relevant if you are: A founder or…
Suppressing a Disinformation Blog Threat Without Escalating to Litigation

Suppressing a Disinformation Blog Threat Without Escalating to Litigation

Pholus Advisory | 05/25/2025
An anonymous blog starts publishing false stories about your company—accusing leadership of fraud, inventing quotes, and fabricating screenshots. It’s not in the news cycle yet, but it’s showing up on Google. Stakeholders are noticing. And legal action would only make it louder. This case study is especially relevant if you…
Winding Down a Country Office in India Without Blowback or Disruption

Winding Down a Country Office in India Without Blowback or Disruption

Pholus Advisory | 05/16/2025
You’ve made the hard call: the program is ending, the funding is gone, and the country office must close. But you’re operating in a region where quiet exits rarely stay quiet. Vendors expect continuity. Staff expect fairness. And one poorly handled moment can turn a clean wind-down into a reputational…
Repairing a Fractured Board Relationship Through Founder Translation and Governance Design

Repairing a Fractured Board Relationship Through Founder Translation and Governance Design

Pholus Advisory | 05/15/2025
The founder stops showing up to board meetings. At first, it’s a scheduling conflict. Then silence. Frustration builds. People start talking about exit votes, formal censure—even leaving the board entirely. No one’s saying it out loud yet, but the relationship is breaking. This case study is especially relevant if you…
Reducing Donor Acquisition Costs Without Taking Over the Campaign

Reducing Donor Acquisition Costs Without Taking Over the Campaign

Pholus Advisory | 04/30/2025
Your donor acquisition costs are climbing. The board is asking tough questions. You’ve tried agencies before—but they overpromised, underdelivered, and left your team feeling sidelined. You don’t want a rescue. You want clarity, structure, and a way forward that leaves your team stronger, not replaced. This case study is especially…
Sale Blocked to Prevent Criminal Exposure — How Pholus Uncovered a Hidden Risk Before It Became a Legal Disaster

Sale Blocked to Prevent Criminal Exposure — How Pholus Uncovered a Hidden Risk Before It Became a Legal Disaster

Pholus Advisory | 04/18/2025
You’re ready to sell. The buyer looks clean. The deal feels done. But something’s off—maybe in the paperwork, maybe in their pitch. You hesitate, just long enough to get a second opinion. And that decision may be the only thing standing between you and a criminal investigation. This case study…
From Burn Rate to Breakthrough — Pholus Saves a Mobile Gaming App’s Marketing Strategy, Then Walks Away

From Burn Rate to Breakthrough — Pholus Saves a Mobile Gaming App’s Marketing Strategy, Then Walks Away

Pholus Advisory | 03/30/2025
You’re spending over a dollar to acquire each user—but almost none of them deposit. The dashboards look fine, but the runway’s vanishing. Investors are restless. Your team says marketing is working. Your bank account says otherwise. This case study is especially relevant if you are: A founder or CMO facing…
Restoring Workplace Confidence Amidst Intimidation Tactics in a Fragile Jurisdiction

Restoring Workplace Confidence Amidst Intimidation Tactics in a Fragile Jurisdiction

Pholus Advisory | 03/10/2025
Your staff starts getting strange phone calls. The voices claim to be local officials. No money is demanded, but the tone is unmistakable: “We’re watching.” There’s no clear threat—just unease. You sense the intent isn’t fraud, but fear. And you’re right. This case study is especially relevant if you are:…
Resolving a Vendor Billing Dispute Without a Lawsuit — and Securing a Better Partner

Resolving a Vendor Billing Dispute Without a Lawsuit — and Securing a Better Partner

Pholus Advisory | 03/08/2025
You’ve been overbilled. The service is falling short. The vendor won’t fix it—and they won’t let you out. Legal action feels like overkill. But silence is costing you real money. You need leverage, not escalation. This case study is especially relevant if you are: A COO or founder stuck in…
Avoiding Reputational Exposure in a Cartel-Influenced Market

Avoiding Reputational Exposure in a Cartel-Influenced Market

Pholus Advisory | 03/07/2025
You’re offered a lucrative contract—fast cash, minimal questions, full creative freedom. But something about it doesn’t sit right. The urgency feels rehearsed. The polish feels performative. And suddenly, you’re not just questioning the project—you’re questioning the risk of becoming part of something you can’t walk away from cleanly. This case…
Preventing a High-Risk Investment in an Extortion-Prone Region of Peru

Preventing a High-Risk Investment in an Extortion-Prone Region of Peru

Pholus Advisory | 03/06/2025
The numbers made sense. The partner checked out. But something felt off. Rumors of transit strikes. Allegations of extortion. A few vague warnings that didn’t make it into the pitch deck. The investment team needed clarity—before committing capital in a region where optimism often outruns reality. This case study is…
From Unnoticed to Funded — How Pholus Helped a Small NGO Land a Major Donor

From Unnoticed to Funded — How Pholus Helped a Small NGO Land a Major Donor

Pholus Advisory | 03/02/2025
You’ve done the work. The results are real. But the right funders aren’t noticing—or worse, they’re visiting your site and moving on. You know you need more than passion to get in the room. But you don’t want to fake scale, overpromise, or get lost in grant databases. This case…
Managing a Founder’s Decline Without Collapsing the Company

Managing a Founder’s Decline Without Collapsing the Company

Pholus Advisory | 03/02/2025
The founder is slipping. They miss meetings. They show up unwell. Decisions stall. The team’s whispering, and the board’s watching—but no one wants to be the first to say it: the leader is in crisis, and the company is at risk. This case study is especially relevant if you are:…
Winding Down a Department Without Legal Blowback in a Labor-Sensitive Market

Winding Down a Department Without Legal Blowback in a Labor-Sensitive Market

Pholus Advisory | 02/19/2025
You’ve made the decision to close a department. Strategically, it’s sound. But you’re operating in a jurisdiction where even lawful layoffs can trigger lawsuits, union complaints, and reputational backlash. One wrong phrase, one rushed notice, and you’re not restructuring—you’re firefighting. This case study is especially relevant if you are: A…
Cease & Desist Letter Defused — And the Campaign Got More Profitable

Cease & Desist Letter Defused — And the Campaign Got More Profitable

Pholus Advisory | 02/09/2025
The campaign was working. Conversions were up. Then a cease and desist letter landed—loud, legal, and full of threats. Panic spread. Should they shut it down? Call a lawyer? Go silent? Instead, they called Pholus. And the campaign got better. This case study is especially relevant if you are: A…
Sensitive Data Mishandled — How Pholus Restored Confidence After a Cross-Border Paper Trail Crisis

Sensitive Data Mishandled — How Pholus Restored Confidence After a Cross-Border Paper Trail Crisis

Pholus Advisory | 02/06/2025
An employee walks off the job—carrying a stack of sensitive client files. No exit interview. No handoff. No digital backup. The documents aren’t encrypted. And the stakeholders? They’re 3,000 miles away, already asking who needs to resign. This case study is especially relevant if you are: A COO or founder…
Preserving a Critical Vendor Relationship Through Strategic Clarity

Preserving a Critical Vendor Relationship Through Strategic Clarity

Pholus Advisory | 02/02/2025
You rely on a vendor for critical infrastructure. Without them, your product fails, your compliance collapses, and your revenue vanishes. Then one day, they flag your account for termination—citing risk you know isn’t real, but can’t dismiss without sounding defensive. This case study is especially relevant if you are: A…
From Crisis to Control — Reducing Chargebacks and Restoring Operational Stability

From Crisis to Control — Reducing Chargebacks and Restoring Operational Stability

Pholus Advisory | 01/27/2025
Sales are rolling in. Ads are converting. But behind the scenes, something’s breaking. Chargebacks are climbing. Refunds are stacking up. Your processor is warning you to fix it—fast—or risk getting shut down. You’re not trying to deceive anyone. But you might be confusing them. This case study is especially relevant…
Rebuilding Trust After Internal Fraud — A Founder’s Return to Stability

Rebuilding Trust After Internal Fraud — A Founder’s Return to Stability

Pholus Advisory | 01/26/2025
A founder stepped away for paternity leave—something earned, not improvised. But during that brief absence, a long-trusted employee began quietly diverting client payments into a personal bank account. By the time the founder returned, reputational risk was escalating, and client trust was already fraying. This case study is especially relevant…
Quietly Containing a Framing Allegation While Repairing Trust and Filling a Critical Role

Quietly Containing a Framing Allegation While Repairing Trust and Filling a Critical Role

Pholus Advisory | 01/24/2025
One staff member accuses another of theft. It lands hard—because the accused is well-liked, and the accuser is senior. Leadership acts fast. But something doesn’t add up. The evidence is thin. The motive seems personal. And now the organization is one wrong move away from legal risk, internal collapse, or…
Stabilizing a Volatile Founder and Guiding a Multi-Year Project to a Responsible Close

Stabilizing a Volatile Founder and Guiding a Multi-Year Project to a Responsible Close

Pholus Advisory | 01/12/2025
Your founder is brilliant—maybe even irreplaceable. But the product keeps changing. Deadlines slip. The team’s exhausted. And what started as a bold vision is now a moving target no one can keep up with. Everyone sees the burnout coming. No one knows how to stop it. This case study is…
Relocating Operations After a Cartel Killing — Without Losing Staff or Shutting Down the Mission

Relocating Operations After a Cartel Killing — Without Losing Staff or Shutting Down the Mission

Pholus Advisory | 01/11/2025
A trusted staff member gets a call: someone close to them has been killed—broad daylight, cartel-linked, blocks from your headquarters. Panic spreads. Staff stop showing up. Rumors of retaliation surface. You don’t have time to convene a task force. You need to move—calmly, but now. This case study is especially…
Quietly Navigating Internal Misconduct and Advising a Clean Exit

Quietly Navigating Internal Misconduct and Advising a Clean Exit

Pholus Advisory | 01/07/2025
You trusted a local partner to handle compliance and keep operations above board. They were well-connected, familiar with the terrain, and seemed like the safe choice. But over time, inconsistencies started to show—figures that didn’t add up, deadlines that slipped, and reporting that just didn’t make sense. Now you’re wondering…
Managing Founder Disengagement Through Mission Reframing and a Respectful Exit

Managing Founder Disengagement Through Mission Reframing and a Respectful Exit

Pholus Advisory | 01/07/2025
Your founder isn’t failing. He’s just… absent. The energy’s gone. Strategy sessions feel hollow. Deadlines slip without tension. The board doesn’t want conflict. The team needs direction. And no one knows how to say what’s become obvious: the founder has outgrown the mission. This case study is especially relevant if…
Re-engaging a Silent Founder — A Calm Intervention for a Concerned Investor

Re-engaging a Silent Founder — A Calm Intervention for a Concerned Investor

Pholus Advisory | 12/03/2024
They’ve gone quiet. No updates. No replies. No clear path forward. You backed the founder because they were promising. Now you’re wondering if the promise is gone—or if there’s still something to save. This case study is especially relevant if you are: An investor facing founder silence after months of…
From Copycat Crisis to Cross-Border Growth — How Pholus Helped a U.S. Supplement Brand Protect Its IP and Expand Into Mexico

From Copycat Crisis to Cross-Border Growth — How Pholus Helped a U.S. Supplement Brand Protect Its IP and Expand Into Mexico

Pholus Advisory | 12/02/2024
Your product starts gaining traction—then a near-identical version appears online. The branding is eerily familiar. The marketing language feels lifted. And it’s pulling your customers away. You think about lawyers. You think about headlines. Then you call someone who can do both damage control and long-term positioning. This case study…
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