Trusted experience. Proven results.
Leadership Coaching
- Owner-Executive-Entrepreneur guidance
- Startup and growth mentoring
- Business Plan authorship / Strategic Planning
- Exit / Succession strategies
Management
- Team coaching
- Policies Review
- Performance reviews / incentive plans
Accounting, finance, and taxation
- Business accounting from simple to complex
- Financial Health Checkup
- Periodic or special audits
- Operational / capital budget preparation (by dept. / seasonal businesses / month)
- Tax preparation (Sole proprietorships, partnerships, S or C Corps)
- Assistance in raising working capital (via equity / leverage)
- ESOP / IPO plans
Human Resources
- HR issue resolution
- Employee Manual authorship
- Hiring /Firing /Job Performance Review
- Employee benefits cost–benefit review
Legal Matters
- Entity type setup, review, change
- Business law guidance
Marketing and Sales Management
- Marketing Plan authorship / Strategic Planning
- Marketing performance metrics – formulation / review
- Sales team and leader compensation plan design
- Sales team performance metrics – formulation / review
Information Technology
- IT Utilization Review
- Software search and evaluation
- Network / data security
Facilities and Real Estate
- Facilities requirements definition and search
- Purchase financing
- Negotiation (purchase / sale / lease / sublease)
- Construction / renovation management