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How We Add Value


We understand that you have big visions and goals for the success of your business.  After 30 years of working with and seeing inside hundreds of businesses we understand the key elements of short and long term success.  We have come to learn that the companies that achieve long term success are guided by clear and well thought out strategic plans combined with an iterative strategic planning process.   A good strategic plan does not have to be a 500 page beautiful glossy document and certainly not one that just sits on a shelf.  A strategic plan needs to help you do three things in very practical and clear way.  It needs to document where you are going, how you plan to get there, and what resources you will need for the trip.  Again, this is not meant to be a static document, but a living one that gets reviewed and updated at regular intervals to account for your progress, your failures, and the inevitable changes in the market.  We help you facilitate the creation of the plan and support research and analysis needed to build the plan.  We also provide facilitation of the recurring planning sessions to help ensure continuity, objectivity, and ongoing input on market factors and our experiences in the market.  

Strgic Planning


With over 30 years of experience serving small and middle market businesses, in the capacities of investment banking, consulting, public accounting, commercial banking, executive leadership (President/CFO/COO), M&A transactions, and board leadership, we offer a truly unique perspective and ability to serve our clients.  The diversity of our experience is matched by the diversity of business industries, having seen the inside of thousands of businesses in the United States, Latin America, Middle East and Europe.  


We offer our clients the opportunity to leverage our deep experience, at a fraction of the price of hiring full time executives.  The diversity of our experience uniquely positions us to help our clients integrate the strategic planning, financial management, and the capital structure needed to achieve their vision for growth, at fraction of the cost of hiring a team of people.

We can offer Fractional executive leadership services including: EOS Integrator, Interim CEO, CSO, COO, CFO and custom Project Based Leadership.

Fractional Executive Services


We bring over 30 years of financial leadership and capital markets experience to help you plan for your capital needs. One of the most common causes of business failure is the lack of planning for capital needs. We can help companies to assess what their short and long term capital needs are to achieve their goals and vision. We are able to integrate this with our strategic planning services to ensure your plans are sound and not at risk from lack of capital. We are also able to help you understand what types of capital are available in the market and provide you with an understanding of the implications of each type of capital on your business and your estate planning to help you choose what is best for you and your business.

Capital Planning
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