Services

Our advisory services are built on decades of experience in the key areas of running healthy businesses and ultimately selling.

Business Assessment

We start with a Business Assessment in order to inform any future Advisory Program:

  • Collaborative establishment of objectives and priorities

  • Strategy and recommended approach to advisory engagements

  • Interviews, surveys and reviews gather needed benchmark data

  • Identify insights and reveal opportunities for growth

Advisory Programs

Operational & Financial Excellence

Measurement

You are empowered to accurately measure what matters in a clear, repeatable manner:

  • Gather current KPI data and determine alignment with business goals

  • Evaluate the priority, accuracy and timeliness of data

  • Review data from sales & marketing, operations, finance, delivery and management 

  • Establish a business data review cycle with the most relevant KPIs in a consolidated scorecard

Tools

Your tools are setup to work together and work for you:

  • Evaluate the accuracy and connectivity of existing business tools

  • Review tools for sales & marketing, operations, finance, project management, resourcing and people management 

  • GAP analysis and comparison to alternate tools

  • Generate a recommended tool integration plan 

Pricing

Your pricing gets aligned with your reality and goals:

  • Gather data on current engagement types, costs, bill rate, utilization and financials 

  • Leverage our bill rate calculator for guidance

  • Develop a revised pricing strategy and decision tree

  • Option to include pitch and account growth calculators

Resourcing & Staffing

You align on resource and staff plans that align with your growth goals:

  • Review organizational structure, audit resource data and gather feedback on processes and tools from resourcing, people & culture and talent acquisition

  • Establish or update utilization targets and measure actual performance

  • Provide recommended updates to structure, processes and tools

  • Based on growth goals, establish or update staffing process and organizational structure 

Employee Satisfaction & Engagement

Culture

You establish programs and processes to engage and empower employees:

  • Review and revise mission, vision, values and positioning (MVVP)

  • Establish DEI strategy, develop and rollout measurable plan

  • Create people management approach, tool alignment and rollout

  • Review and revise training programs for leadership, management, skills and tools

  • Define needs and develop mentorship program

  • Review and revise onboarding process and materials

  • Review and refine company policies to align with MVVP

Compensation

Your compensation strategy aligns with your business, while maintaining fairness and transparency for employees:

  • Establish compensation philosophy based on KPI, outcome, market and competition

  • Determine approach to incentivization (bonus, commission) which aligns with KPIs

  • Use career framework to establish career path and position documentation

  • Based on positions and business criteria gather salary data

  • Evaluate salary data and career paths to establish salary bands

  • Create salary calibration frequency, timing and ongoing measurement

Issues

You deploy a framework for issue identification and resolution to move your business forward:

  • Review current approach to issue identification and resolution

  • Instruct leadership on identify, discuss, solutions (IDS) methodology

  • Create and rollout trackers and review cadence

Innovation

You establish an proactive approach to ongoing, applicable innovation:

  • Determine innovation definition, outcomes, participation and restrictions

  • Create aligned innovation methodology

  • Develop and rollout initiative to participants

  • Leverage tax credit calculator (US only)

Education

You gain an understand of the sale process and needed resources:

  • Determine your knowledge level, specific concerns and sale timeline

  • Learn the sale roles, steps and timing

  • Receive referrals to applicable resources: M&A Advisor, Banker, Attorney, CPA.

Pre-diligence

Your business is stress-tested to identify potential issues prior to starting a sale process:

  • Establish a mock data room for data collection

  • Practice gathering data based on predefined checklist

  • Alternatively, provide access to systems and documents for us to gather data

  • Respond to mock buyer questions and additional requests

  • Identify potential risks with recommendations for avoidance

Due Diligence

You stay focused on deal terms and running the business while we handle due diligence:

  • Establish a data room for data collection

  • Gathering data from your systems and documents based on buyer checklist

  • Respond to buyer questions and additional requests

  • Identify potential risks with recommendations for avoidance

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