Strategic Planning

There is no single “best practice” for how to do successful strategic planning. The timing and process will differ depending on industry, market pressures, and the size and culture of the business.

Our methodology focuses on the process of strategy rather than the strategy itself. more

Financial Planning

We believe a Strategic Plan is not complete without the support of a comprehensive Financial Strategy that provides the foundational support required to build high performance organizations.

We specialize in helping clients build a comprehensive Financial Management Strategy that is congruent with the current overall Corporate Strategy. We develop a financing plan that is executable with realistic goals and objectives consistent with the corporate strategy. more

Operational Execution

The discipline of Shared Value has the potential to help your organization perform to its highest potential by leveraging your strengths to form a common purpose that is well defined, well understood, and easily communicated among all employees.

We help the leaders in the organization to develop a forward looking “Shared Value”. Participation from all levels of management ensures expertise from the entire organization is utilized and discussed collectively. more

Strategic Business Development

We work with the management team and our extensive network of advisers to develop market access strategies for your technology and products. We work with you to do a deep dive analysis of the technology, products and the end markets. We devise Go to Market plans and mechanisms to track progress. more

Mergers & Acquisitions

We advise clients on all stages of a merger or acquisition, from defining strategy, to successfully closing the deal. We specialize in acquisitions in the mid-market, and with our extensive network of contacts, can help our clients identify suitable targets. more