Business Strategy

Everything should be made as simple as possible, but not simpler.Albert Einstein

Business Plan Review

Measure twice and cut once.

Investor Presentation Review

I would have made this shorter, but I didn't have enough time.Mark Twain

Sales Presentation Review

So, this was all put together by the lowest bidder?Walter Schirra, Apollo Astronaut

Interim Executive

We will either find a way or make one.Hannibal

Executive Mentoring

Uneasy lies the head that wears the crown.William Shakespeare

Financial Planning, Analysis, and Forecasting

An accountant is an economist with personality.

Impact Analysis

Everybody, sooner or later, sits down to a banquet of consequences.Robert Louis Stevenson

International Strategy

A sly rabbit will have three openings to its den.Chinese Proverb

Interim Executive

You may have a role to fill pending hire of a permanent executive. Or, you may have a special project but no executive resource to divert to give it the attention it requires. We can help.

Comics Courtesy T. McCracken

Here is a summary of the roles and projects we can fill on an interim basis:

  • Debt and equity requirements planning, raising, negotiation and close
  • Financial planning, modeling and analysis
  • Budgeting and application of funds
  • Communicate financial status and potential issues and their implication to executives and staff
  • Oversight of controlling and bookkeeping functions, liaison with accounting and tax planning professionals
  • General input to executive management
  • Operations - meet simultaneous demands of customers, management, marketing, sales, engineering, production and support
  • Staff and contractor level, skills, task and remuneration planning; monitoring and motivation
  • Vendor selection, monitoring and management; supply chain management
  • Sales force management
  • Management of inventory, warehouse, work-in-progress and shipping for effectiveness and efficiency
  • HR liaison
  • Strategy development or review
  • Introduction of new methods, products
  • International strategy - entry, partners, contracts, methods, pitfalls, culture, currency, customs and taxation
  • Advice to growing companies on staff, growth, structure, operations, funding and financing
  • Advice on acquisition or investment issues such as valuation, deal structure, strategic opportunity and fit