Strategic Planning and Interim Management

  • New venture assessment

  • Market and competitive analysis

  • Business planning

  • "Get to revenue" strategies

  • Launch management and milestone monitoring

  • Exit planning and transaction preparation


Funding and financial strategies

  • Analysis and creation of rationale for funding

  • Positioning and articulation of the investment opportunity

  • Management of the time-sensitive funding process

  • Formation and direction of communication strategies

  • Profiling of buyers and sellers


Specialized services

  • Strategy, marketing, and communications subject matter expert

  • C-level special projects

  • Family business advisory

  • Board of Advisors/contractual senior advisor

  • Non-profit advisory services