CONSULTING & ADVISORY SERVICES

• Owner Business Strategic Advisory & Planning Owner Advisory Services & ...Support

• Business Growth & Scalability Assessment - Define Roadblocks & Propose ...Meaningful Solutions

• Exit Readiness, Marketability, & Valuation Assessment

• Exit & Succession Planning

• Change Management Planning, Execution, & Quality Control

• Fractional Executive Services

• Turnaround & Restructuring Services

• Exit Planning & Readiness Assessment – Identify Looming Diligence Items While ...There Is Still Time To Fix Them

• Exit Transaction Planning & Advisory Services

• Sell Side - Full-Service Go-To-Market Execution

• Sell Side - M&A Due Diligence Management & Support

• Buy-Side - Acquisition Planning, Support, & Execution

• Buy Side – Diligence & Integration Services For Key Workstreams (Operational, ...Financial & IT)

• Financial Strategy & Plan Development

• Fractional Chief Financial Officer (CFO) & Controllers

• Financial & Operational Reporting & Dashboards Development & Automation

• Key Performance Indicators (KPIs) - Reporting & Dashboards

• Capital Structure Recommendations

• Credit Package Preparation

• Cash Flow Management Analysis & Recommendations

• Financial Modeling, Budgeting, & Forecasting

• Outsourced Accounting

• Bankruptcy Services – Pre-Pack & Workout Services

• Organizational Design & Continuous Performance Improvement Efforts

• Workflow Design & Process Improvement

• Operational Excellence - Efficiency & Performance Benchmarking & Strategies

• Product Development & Disruptive Innovation

• Production, Distribution, & Supply Chain Optimization

• Service Operations – Customer Acquisition, Management & Retention Strategies

• Reporting & Dashboards Development & Automation

• Production Optimization – Labor, Automation, & Raw Inputs

• Project, Program & Change Management To Drive Meaningful Results

•  Interim Marketing Executive & Marketing Strategy Development

•  Fractional Chief Marketing Officer (CMO)

• Branding & Product Positioning

• Market Opportunity Assessments

• Competitive Analysis

• Product Fit & Target Audiences

• Marketing Channels & Message Assessment

• Digital Strategy & Execution

• Insights, Analytics & Marketing ROI

• Pricing Strategy

• Technology Roadmap to Support Overall Enterprise Needs

• Systems & Software - Selection, Implementation & Execution

• Vendor & Outsourcing Partner Selection & Accountability

• Infrastructure Assessments

• Security Risk Analysis

• Scalability Roadblocks

• Buy & Sell Side Diligence & Preparation

• Project, Program & Change Management To Complete Initiatives On Time‎  On ...Budget

• Organizational Strategy & Design

• Leadership Development & Succession Planning

• Talent Optimization Strategy, Execution & Change Management

•Recruiting Process Assessment & Strategy

• Employer Branding & Candidate Experience

• Compensation Design & Analysis

• Employee Engagement & Retention Strategy

• Executive & Leadership Coaching & Mentoring

• Executive Onboarding & Assimilation

• External Talent Market Analysis

• Executive & Professional Search

• Recruitment Process Outsourcing (RPO)

• Interim, Fractional, & Outsourced Talent Acquisition & HR Services

• Sales Training & Coaching

• Interim, Fractional, & Outsourced Sales Leadership

• Business Development & Go-to-Market Strategy

• Sales Process Optimization & Playbook Design

• Prospect to Client Lifecycle Analysis & Improvement

• Sales Team Design, Compensation & Growth Planning

• Sales Talent - Assessment, Recruiting, & Onboarding

• Sales Performance - KPI Development & Accountability

• Strategic Account Management Optimization

• Target Market & Value Proposition Development

• Buying Influences – Identification & Positioning

• CRM Selection, Implementation & Utilization Reinforcement

• Sales Pipeline Design, Reporting & Management

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