Vision, mission, and values statements are not enough. A company must define the culture it wants and then integrate it into every aspect of the operation. In our experience, most of the issues for which companies seek solutions are actually symptoms of a core problem involving culture, communication, or leadership.
Services
Culture
Leadership
Communication
COO Services
Buy/Sell
Special Projects
Technology Consulting
Sales & Marketing
Risk Management
We serve companies that want to buy/sell, expand, transition or recover, especially family owned, high-growth or startup firms
Michael Paladino
Chief Technology Officer,
RevUnit
Working with David has been a great experience. The push to get things organized was needed and diving in and working with our team to put together the path forward was critical to our growth. David understood our overall objectives but got in the weeds with us to make sure that every detail was accurate and well-researched. I'd highly recommend David for any early stage company looking for assistance with strategic planning, financial modeling, or operational planning.
Services
Culture
Leadership
Communication
COO Services
Buy/Sell
Innovation
Special Projects
We serve companies that want to Buy/Sell, expand or recover, as well as high-growth companies and startups
Michael Paladino
Chief Technology Officer,
RevUnit
Working with David has been a great experience. The push to get things organized was needed and diving in and working with our team to put together the path forward was critical to our growth. David understood our overall objectives but got in the weeds with us to make sure that every detail was accurate and well-researched. I'd highly recommend David for any early stage company looking for assistance with strategic planning, financial modeling, or operational planning.
Culture
Leadership
Our holistic approach involves evaluation, goal setting, and skill development for the CEO, executive team, or emerging leaders — with an emphasis on servant leadership and leading by example.
Communication
Along with culture and leadership, communication is where many companies fall short. Our holistic approach touches executive communication styles, meeting execution, marketing messaging, and external relations.
Technology Consulting
We find that an independent, unbiased advisor is missing in most company technology decisions. We save our clients money and time by improving requirements definition, selecting qualified vendors or developers, and managing performance.
Risk Management
We don’t sell insurance! We believe we provide an even more valuable service by being your independent risk manager. Most companies have some level of financial or operational risk. We help you identify and assess that risk, develop processes and strategies for mitigating risk, and negotiate with insurance providers on your behalf.
COO Services
We focus on finance, sales, marketing, and strategy, with an emphasis on measurement, tracking, and forecasting. If you can’t measure it, you can’t manage it.
Buying or Selling a Business
Selling your business, or acquiring one, are two of the most critical transactions in which a business owner can be involved. We help get your business in a position to sell for top dollar, guide the transition to the next generation in the family, assist in the purchase process and also help integrate the merging organizations.
Special Projects
We plan and execute important Special Projects that the company lacks the time or resources to perform, or that require a certain level of discretion.
Sales & Marketing
Nothing happens without sales. We get in the trenches with our clients to guide, plan, execute and track sales and marketing processes and performance. From sales scripts, to web and mobile apps, to video and social media, our goal is to deliver signficant sales and a great ROI.
Let’s get started.