Services
Our advisory services are built on decades of experience in the key areas of running a healthy business with an engaged team and participating in M&A.
Business Assessment
We start with a Business Assessment in order to inform any future Advisory Projects:
Interviews, surveys and reviews gather needed benchmark data
Identify insights and reveal opportunities for growth
Collaborative establishment of objectives and priorities
Strategy and recommended approach to advisory projects
Advisory Projects
Each project has an establish approach that can be tailored based on your situation and desired outcomes. Projects may be tackled consecutively or with a couple projects overlapping.
These projects seek to create accurate measurement, optimize tools, streamline processes, improve profitability, and drive growth:
Measurement: KPI Development & Tracking, Data Collection & Analysis, Benchmarking & Reporting
Tools: Evaluation, Recommendation, Implementation & Integration
Process: Improvement & Optimization, Documentation, Communications & Change Management
Pricing: Bill Rate Analysis, Strategy
Resourcing & Staffing: Evaluation, Utilization & Allocation, Budgeting & Structure
These projects seek to foster a genuine culture, compensate equitably, build high-performing teams and empower innovation:
Culture: Values Definition & Alignment, Engagement & Training, DEI Initiatives, Onboarding & Policies
Compensation: Strategy, Incentive Programs, Career Framework, Salary Bands & Calibration
Issues: Identification, Solution Generation, Progress Tracking & Monitoring
Innovation: Definition & Vision, Methodology Development, Initiative Creation
These projects help prepare for M&A, navigate successful transactions, mitigate risk, and ensure seamless integrations:
Education: Owner Surveys & Workshops, Strategic Planning & Readiness, Partner Referrals
Pre-Diligence: Data Collection & Preparation, Risk Assessment, Mitigation Recommendations
Due Diligence: Data Collection & Preparation, Calculation & Evaluation, Partner Liaison, Buyer/Seller Q&A Support
Post Merger Integration: Planning, Execution & Oversight, Synergy Identification & Realization, Change Management & Communication
Executive Advisor
Independent from Advisory Projects, reserved time to advise and support leadership independently or as a member of an advisory board:
Strategic Planning
Long-Term Vision & Goal Setting
Business Model Evaluation & Refinement
Market Analysis & Opportunity Assessment
Industry Insights & Best Practices
Risk Management & Mitigation
Organizational Guidance
Operational Performance
ImprovementCollaboration & Communications
Legal & Regulatory Compliance
Change Management
Financial Expertise
Financial Planning
Budgeting & Forecasting
Performance Analysis
Cost Optimization
M&A Guidance
Team & Compensation
Team Structure & Scalability
Leadership & Management Development
Performance Management
Compensation Philosophy & Strategy
Incentive Plan Structures