Advisory Services
Results
Results can be achieved by engaging with us in one or more of these ways:
Periodic Advisory Meetings
Weekly, monthly or quarterly meetings can be established either virtually or in person.
Formal Board Advisor Role
We can start a board of advisors for you or be added to your existing advisory board or board of directors.
Project-Based Assignments
See the list to below for the kinds of projects where we can add value.
Core Capabilities
We have 25+ years of hands-on experience helping founders and CEOs scale and exit their businesses. Our most common deliverables include:
Negotiate banking relationships and debt financing
Selection of Investment Banks, Accounting and Legal firms
Negotiating 7 to 8-figure licensing and distribution agreements with industry leaders
Executive succession planning, including yours
Identification and selection of risk managers, financial planners and wealth managers
Achieving above industry average CSAT (Customer Satisfaction Score) and NPS (Net Promoter Score) Scores
Management team evaluation, recruiting, retention and upgrading
Business partner buyouts and employee stock options plans
Creation of a highly productive, and engaged corporate culture
…and much more!
This is About You
You are unique. Just like your signature, your business is a reflection of you.
Let’s brainstorm on an approach that works best for you and fits your goals.