Who we serve
We serve a variety of clients, in a variety of industries and in a variety of roles. Some of our typical clients and client referral sources are listed below and highlight our interaction throughout our client companies.
- CEOs and Leadership Teams — Support leadership teams in defining and implementing strategic goals and tactical tasks, from senior-level to desktop process.
- Bankers — Help our clients improve their financial reporting process, including cash flow improvements and KPIs tied to borrowing requirements.
- Attorneys — Address specific processes or financial challenges, or as a general client referral.
- Private Equity and Venture Capital firms — Process and organizational improvements resulting in improved EBITDA and reports. Activity indicators, metrics, and KPIs. Standardize across our client’s portfolio companies.
- Mergers and Acquisitions — Advisors and brokers, merger and process integration, and value improvement.
- Accounting Firms — We collaborate with our clients when conflicts become apparent, which prevents our clients from working with their clients due to audit or other services.
- Organization and Coaching Consultants — We partner with you while collaborating with your clients to adapt to newly established disciplines and capabilities.
- Human Resources Consultants — Support organizational change management requirements, including function and process integration models, role definition, position descriptions, and capacity requirements.
- Wealth Managers — While you focus on risk and asset management, we work in conjunction with you to improve business results and build client value.
- Family Offices — Our experience with family businesses will help to find common ground among and between family members in support of the organization, process, and financial goals, and projects.
- Exit Advisors — Our goal is to help build value for our client. The ideal time is two years prior to any contemplated sale.
