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.
Diagnosis & Assessment
Start with a Business Assessment in order to inform any future engagements:
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 future engagements
Implementation Leadership
Each engagement has an establish approach that can be tailored based on your situation and desired outcomes. Multiple pillars and focus areas may be tackled consecutively or overlapping:
Strategic Sprint: Term-based sprints (typically 90-days), focused on a specific pillar or focus area
Targeted Projects: Deep-dive, focused on specific focus area
Fractional Leadership: Fractional leadership role to fill a client gap (e.g. Finance, Operations, Integration)
This pillar seeks to create accurate measurement, optimize tools, streamline processes, improve profitability, and drive growth via these focus areas:
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
This pillar seek to foster a genuine culture, compensate equitably, build high-performing teams and empower innovation via these focus areas:
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
This pillar help prepare for M&A, navigate successful transactions, mitigate risk, and ensure seamless integrations via these focus areas:
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
Leadership Advisor
Independent from Implementation Leadership, reserved time to advise and support leadership independently or as a member of a 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