Advisory

The lifecycle of any business includes a unique combination of highs and lows. As a fourth-generation, privately-owned business ourselves, we have decades of experience navigating the uncertainties and pressures of the business landscape and we have made it our mission to help our clients in doing the same.

Serving as both a trusted partner and strategic advisor, we have encountered a variety of complex and challenging business situations. While some present significant risks and barriers, others introduce opportunities for future growth and expansion and require the proper strategy to capitalize.

We leverage our collective exposure and understanding to position you for stability. We take the time to understand what drives your business and measures of success and develop a tailored plan for capitalizing on strengths and opportunities, providing support every step of the way.

Our advisory capabilities include:

Strategic Planning Assistance
Comprehensive Business Review
Transaction Advisory
State and Local Tax
Business Valuation
Turnaround Services
Litigation Support
Leadership Training & Development
Succession Planning
Internal Controls & Operations
Systems Utilization/Process Improvement
Staffing Assessment

Our advisory team is also uniquely qualified to guide through a variety of complex leadership and strategic issues, such as:

Change readiness & problem-solving
Productivity, efficiency & elimination of wasteful practices
Identifying your sustainable competitive advantage
Improving profitability & growing your business
Sales & marketing performance
Leadership & management performance
Project team implementation
Supporting personal growth & self-confidence
Culture, Vision, & Values
Time management

Key Contacts

Suzanne Bach
CPA, CIT

Kristen J. Stogniew
Esq., CFE

Andrew Kent
Esq., CVA, CHC

Corporate Strategy & Implementation

Development and implementation of strategy is critical for business survival – especially in today’s highly competitive environment. The world is moving at a fast pace, and you need to be ready to deal with the challenges that it brings. To ensure the plan is implemented we use facilitation techniques, rather than just traditional consulting, which also ensures that the strategies and plans are created and owned by you.

Business Leader Groups

Do you have strategic ideas that can’t seem to get them off the ground? What are your key business issues? Are there current issues in your business that are not being addressed?

We have a three-pronged approach for helping business leaders navigate, including:

One-on-one mentoring
Access to global best practice management tools and resources
Access to “peer to peer” thought leadership groups Business Leader Groups

One-on-One Coaching & Support

Proper implementation and coaching drive the success of your strategic goals. We act as a sounding board and accountability partner to ensure strategies are implemented and hurdles are addressed along the way. We work with you to determine the level and intensity of support desired and provide a blend of personalized coaching and accountability, including:

On-demand implementation support
Access to online coaching, learning and development platform
Regularly scheduled implementation meetings for accountability
Personalized plan and relevant strategies updated quarterly

Custom Development Programs

What are your key business or strategic ideas you’d like to drive? What are the “burning” issues in your business and how can you address them? Our custom development programs are tailored for helping you discover: