Selection of Recent Engagements
Coaching
- various -
Marketing
- non-profit -
Facilities
- legal -
Benefits
- legal -
Leadership
- non-profit -
Strategy 
- non-profit -
Merger
- non-profit -
Succession
- non-profit -
Values. 
- non-profit -
Business Assessment
Strategic and financial assessment of a technology (SaaS) startup's business plan and financial projections. Assessment illuminated key flaws and recommendations helped facilitate a timely halt on the entrepreneur's initial investment. 
- technology -
Financial Assessment
​Multi-year assessment of revenue growth, matter generation, and contribution. Recommendations and outcomes yielded a __% overall increase in annual revenues and a __ percentage point shift improvement in contribution from the firm's partners and associates.   
- legal - 
Strategy
Strategic assessment of a product extension opportunity that would answer client needs, strengthen a company's market position, and enable an expansion into new markets. Outcome was the formation of a successful strategic (integration) partnership.
- technology -
Marketing
​Assessment and modification of a company's website to better articulate the value of its products and services while presenting a cleaner and more professional look to the marketplace.
- technology -
Development of a three-year growth plan for an owner looking to increase revenue and profit through execution of core activities that are aligned to the mission and vision of the company.
- legal -
Planned and conduct beneficial developmental activities for exploring investor interest and pursuing market expansion.
- technology -
Data room population to facilitate confidential, authorized sharing of vital legal, technical, sales, and financial information.
- technology -
Interim COO role to build a team of legal, banking, and accounting talent and execute against a series of acquisition development activities. Effort helped position the company to forge beneficial strategic partnerships and engage with potential buyers.
- technology -