Our focus revolves around helping our Clients define their objectives, identify and bridge gaps in strategy, and facilitate the selection and/or ongoing development of intellectual capital. Our target clients represent dynamic small and middle market organizations ranging in size from startup to $500M. Our integrated methodology allows us to extract the innate brilliance of your business model and identify the human capital to deploy your strategy.

Attributes of our Clients:

• Development of a strategic plan - we work with our Clients to develop a disciplined process to better anticipate and adapt to market changes with an emphasis on the future implications of present decisions. Our process leads to fundamental decisions and actions that shape and guide decision making.
• Infrastructure development - where dynamic growth has eclipsed the infrastructure and profitability, growth, quality, or responsiveness has been degraded.
• Cash flow challenges - we work with our clients to rebuild cash reserves and are often engaged to restructure debt, accelerate top line sales, restructure operations, or to help procure other investment vehicles.
• Merger / Acquisition - from identification through due diligence and post integration, we help our Clients expand their market share, vertically integrate operations, or leverage economies of scale.
• Positioning for sale - whether it is fatigue, illness, partner disputes, or market opportunity, we guide our Clients through the process of valuation, identification of strategic / financial buyers, marketing, negotiation, and closing
• Succession planning - we work with the Board / Executive team in developing a process to ensure that key associates are developed who are capable to replace senior management as required.
• "Top grading" - we are often asked to provide an objective assessment of current management to identify competency gaps and/or opportunities for further development.

Industry Sector Experience:

We have several specialized industry sectors we serve.

• Development (Raw land, Entitlement, Engineering, Construction, Leasing)
• Hotel and Fractional Ownership
• Manufacturing (Various)
• Software Development
• Government Contractors (Specialty in D.O.D)
• Financial Services (Banking, Brokerage, Venture Capital, Private Equity)
• Healthcare (Hospitals, Assisted Living, Physician Groups)
• Professional Services (Legal, Public Accounting, Insurance, Engineering, Employment)