Services

Strategic Consultancy

  • Business Strategy & Planning
  • Change & Transition Management
  • Communication Process
  • Crisis & Continuity Planning
  • Entity & Partner Formation Structure
  • financial positioning for funding
  • marketing & branding strategy
  • merger, acquisition, disposition
  • organization structure & governance
  • Risk Management & Protection
  • Succession & Exit Planning
  • Tax Minimization Strategy

Management & Implementation

  • asset allocation
  • business plans
  • capital raise
  • coaching & motivation
  • deal structuring & negotiation
  • employee accountability
  • estate structuring & tax planning
  • financial & management reporting
  • forecasting & budgeting
  • human resource & retention programs & controls
  • income tax planning
  • performance evaluation
  • recordkeeping systems & controls
  • Retreat facilitation
  • risk protection & insurance programs
  • training & teamwork development

Mediation

  • Business dispute & dissolution
  • conflict resolution
  • family & partner dispute
  • family succession & estate issues
  • divorce property settlement

For Press Release and More Information on These Services

Executive & Board Member

  • Advisory Board structure & development
  • member assessment & recruitment
  • communication & reporting
  • corporate executive positions
  • Director positions
  • performance measurement

Speaker, Instructor, & Author

  • articles
  • bulletins
  • lectures & panels
  • training materials