Saving a Business and Health
How insights into relationship dynamics can save relationships and a business.
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Case Study 7: Leadership Clarity and Health Intervention
The Challenge
JP Newman, CEO of a 20-year commercial real estate firm in Austin, faced a serious internal leadership issue.
It was unclear whether the problem stemmed from strategy, tactics, or personnel motives.
The uncertainty made it difficult to determine how to protect the organization or move forward effectively.
During the engagement, Elizabeth identified that the issue was primarily personnel-related and involved an underlying agenda.
She described the individual of concern in specific detail.
She also outlined what needed to happen within the next two weeks, what should be communicated to a second key leader, and what should not be said to ensure proper handling of the situation.
Separately, after JP mentioned sleep disruption, Elizabeth advised him to have his hormone levels tested.
The Outcome
JP reported that the leadership guidance shifted how he interpreted and tracked the internal issue.
He implemented increased oversight and adjusted how he engaged with the situation.
Although not all recommendations were executed due to partner alignment constraints, he stated the insight changed his perception significantly.
Regarding the health recommendation, JP completed hormone testing.
The results showed his levels were significantly imbalanced.
His medical protocol was adjusted, and he reported improved sleep following the change.
He characterized the guidance as highly specific, precise, and materially different from generic advisory input.
Preventing Theft and Murder
Spotting a killing conman from a distance.
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The Challenge
A client scheduled a session to discuss business questions.
During the session, Elizabeth described highly specific details about the client’s grandmother, including:
Distinct pursed lips
A recent transition into a wheelchair
“Ugly pants” associated with her boyfriend
The client immediately recognized each reference. The “ugly pants” referred to the grandmother’s boyfriend, who owned a golf apparel company selling golf knickers.
Elizabeth had no prior knowledge of the family or the situation.
The boyfriend was generally disliked, but there was no documented proof of misconduct.
Elizabeth stated that the boyfriend was poisoning the grandmother and described him as a con man.
At that time, the family had not suspected poisoning and had no evidence of financial exploitation.
The Outcome
The client relayed the information to her mother-in-law.
Within weeks, the family examined the grandmother’s drink and found sediment at the bottom.
They reviewed financial records and discovered:
Significant cash withdrawals
Debit card activity that was inconsistent with the grandmother’s physical limitations
ATM withdrawals despite her being wheelchair-bound and unable to drive
The grandmother could not physically access the machines herself.
The family gathered documentation and evidence.
According to the client, the intervention was “literally lifesaving.”
Without the insight, the poisoning and financial exploitation could have continued undetected.
Hiring the Right People
Hiring the wrong people can devastate your business and your life.
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Case Study 4: Executive Stability and Strategic Hiring Advantage
The Challenge
Remi, a managing director and board member of a building development supply organization with 23 years in business, was facing severe personal and professional disruption that left him struggling to function and lead.
The individuals contributing to the instability were unknown to Elizabeth, and no identifying details were shared in advance.
Using Expanded Intelligence, Elizabeth provided precise insights into those individuals and detailed information about Remi’s father and private circumstances that would have been impossible to know after meeting only once.
The insights validated his experience, clarified the true source of the disruption, and allowed him to regain his footing almost immediately.
She also provided decisive guidance during a critical executive hire, advising on the selection of a COO and identifying character fit and potential relational clashes before the hire was finalized.
The Outcome
Remi regained clarity, confidence, and leadership stability.
U.S. Special Agent’s Murder Investigation
Investigating a cold murder case with little to no evidence.
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Case Study 5: Federal Homicide Investigation Support
The Challenge
Raquel Lopez, a retired U.S. Special Agent with more than 30 years of service, led major assignments in San Francisco and Washington, DC.
She served as a detective sergeant, and she was responsible for overseeing criminal investigators, crime scene technicians, and court liaisons, and later protected a cabinet member as a special protection dignitary.
She faced an unprovoked homicide. The victim was shot in the back at night.
There were no reliable witnesses, conflicting reports of one or two shots, numerous tip line leads, and no clear direction.
Resources were limited, and viable paths kept leading to dead ends.
Elizabeth had no prior knowledge of the case.
Using Expanded Intelligence, Elizabeth went to the scene, physically positioning herself on the floor in the same orientation as the victim’s body, accurately indicating where the head had been facing.
She described the victim’s final thoughts as those of his sister and grandmother, which Raquel later confirmed as accurate.
Raquel then presented a sealed piece of evidence, a black baseball cap the victim had been wearing.
Elizabeth identified the item and noted that Raquel had initially intended to present something else before switching it.
Elizabeth also described a person of interest whose characteristics aligned with an individual investigators were already examining.
The Outcome
Raquel, initially skeptical, found the information accurate and directionally significant to a challenging murder investigation.