About &
Services
We bring a team of experienced executives to support our clients needs. While many of our engagements relate to the services outlined below, we have supported leaders in many different ways. Most of our clients are small organizations and nonprofits with up to 50 staff members and up to $25M in annual revenue.
Our Services
Strategic Finance Assessment and Support
Our services aim to strengthen an organization’s financial management capabilities, align financial strategies with overall business objectives, and enhance decision-making processes related to finance. We often conduct a financial assessment, assess alignment to planned strategic outcomes, develop forecasting tools and performance monitoring best practices, and/or support the implementation of financial decision making structures. In summary, these are services that support key Chief Financial Officer activities for an organization.
Our Services
Operations Assessment and Support
Our services aim to optimize the organization’s operational performance, reduce costs, improve customer satisfaction, and enhance overall efficiency. By identifying areas for improvement and implementing appropriate strategies and solutions, these services help organizations achieve their operational objectives. We often do process evaluations and optimizations, implementing performance metrics, recommending specific workflow systems to meet client needs, advise on resource optimization, and/or support change management activities. In summary, these are services that support key Chief Operations Officer activities for an organization.
Our Services
Sales and Operations Planning
Our service helps clients achieve sales operational efficiency, improve customer satisfaction, reduce costs, and maximize profitability by aligning sales forecasts, delivery plans, and resource allocation. By integrating sales and operations functions, organizations can make informed decisions, optimize planning cycles (supply and demand), and respond effectively to market changes.
Our Services
Mission and Strategy Alignment
Our services include evaluating and ensuring alignment between an organization’s mission and its strategic objectives and initiatives. These services aim to ensure that the organization’s overall mission and purpose are effectively translated into actionable strategies that guide decision-making and drive the organization’s success. This work may also include assessing an organization’s ability to make an impact based on their mission statement and organizational goals.
Our Services
Business Planning Support / Non-profit Spin-offs
Our services encompass a range of activities and resources that assist organizations in developing, refining, and implementing their business plans. These services aim to provide guidance, expertise, and tools to help organizations create comprehensive and effective business plans that align with their strategic objectives and drive success. We also support non profit organizations spinning off from their fiscal sponsor, which includes overall organizational planning to stand up a “new” organization.
Our Services
Board and Executive Partnership Structures and Governance
Our services aim to ensure effective oversight, strategic guidance, and accountability within organizations. By establishing clear roles, responsibilities, and governance mechanisms, these structures and practices enable the board and executive management to work collaboratively in driving the organization’s success, maintaining ethical standards, managing risks, and delivering long-term value to stakeholders. We also advise some clients on executive compensation philosophies.
Our Services
Interim CEO, COO, and CFO Support
Our services allow us to support our clients when they have CEO, COO, and/or CFO transitions. We also provide advisory services to many CEOs and Executive Directors.
