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The Experience You Need to Move Faster and Smarter
Because your growing small or medium business needs executive-level insights to stay on the upswing. But you can't afford to hire full-timers (and you probably don't need to anyway).
STRATEGIC OPERATIONS
Your business will thrive with a targeted and well-strategized plan. You'll find focused direction and a strong foundation on which to grow with our COO services.
STRATEGIC PLANNING
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Establish short, medium, and long-term initiatives for growth
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Build credible growth-focused business model
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Create visibility
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Define, document, and communicate your mission
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Plan for the unknown
EXECUTION STRATEGIES
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Align organization to common goals
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Improve accountability and the pace/velocity of your team
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Increase operational efficiency
ORGANIZATIONAL STRUCTURE
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Get the right people in the right seats
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Align hiring with company values
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Provide clarity in roles and responsibilities
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Optimize resources
BUDGETING AND FORECASTING
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Identify current financial position
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Understand performing and underperforming areas of business
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Establish budget with multiple factor influence
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Forecast proactively and with greater precision for timely resource allocation decisions
FINANCIAL ANALYSIS
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Understand the key drivers of your business
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Define the most important metrics to track
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Gain visibility into key performance metrics
DATA GATHERING
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Understand what good data is and how to acquire
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Implement consistent processes and procedures for gathering data
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Establish ongoing system for managing data
FINANCIAL INSIGHTS
Chart the future of your business and make important business decisions quickly and confidently with our CFO services. You'll increase control over finances and avoid costly pitfalls.
BRAND STRATEGY & MARKETING
Your business is primed for successful growth when it is strategically and uniquely positioned in the marketplace. We help determine your big picture plans and tactics to create long-term brand equity and competitive advantages.
COMPETITIVE ANALYSIS
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Research competition to understand barriers to entry and areas of opportunity
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Assess current brand positioning relative to competition
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Opportunity assessment
BRAND DISCOVERY
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Conduct customer surveys and interviews to understand how they interact with your brand
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Hold key stakeholder discovery workshops
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Analyze effectiveness of current positioning strategies
BRAND POSITIONING
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Define target audiences and identify how to reach them meaningfully
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Differentiate your brand in the market
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Refine brand personality and voice
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Develop brand standards
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Align internal teams to establish continuity
CORPORATE TRANSACTIONS
Whether you're considering an exit strategy or looking at an acquisition, we help strategically position your company and move it forward. From evaluation and growth strategies to negotiations and deal structuring, we help you through the entire M&A process.
M&A ADVISORY
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Review and assess opportunities and targets
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Quantitative target development
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Optimize capital structures for new entities
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Fundraising support
VALUATIONS & DUE DILIGENCE
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Robust financial modeling and analysis to stress test company value
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Assess existing capital structure and refinancing solutions
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Strategic positioning to reduce risk while maintaining marketability
DEAL NEGOTIATIONS & STRUCTURING
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Pipeline / relationship building
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Go-to market strategies
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Develop information memorandum and term sheet
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Valuation negotiations
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Undertake financial close activities
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Post-transaction analysis and support
You can't fix every problem yourself. We'll help you know what's worth worrying about. And what's not. Let's boost your business.
Seasoned Professionals
No Long-Term Commitment
Data-Driven Insights
All in One Place
Cost-Effective Services
Honest Assessment and Feedback
Customized Arrangements
A Whole Lot of Fun