Strategic
Principles

PARTNERSHIP

BUILD THE VISION

Objectives-Driven Planning
Organizational Readiness Assessment
Opportunity Analysis
Pressure Test Business Model
Achieve Situational Awareness

PRECISION

MOBILIZE THE GOAL

Embrace the Change
Align Stakeholders
Forge the Roadmap
Prioritize and Engage Organization Launch Initiative(s)

PERFORMANCE

EMPOWER THE TRANSFORMATION

Institutionalize the Pivot
Drive Adoption
Motivate and Measure Progress Operationalize the Ecosystem
Accelerate Results

operational
Diligence

  • Plan Development

    Execution Planning

    Opportunity Analysis

    Product Viability

    Go-to-Market Strategy

    Capital Planning

  • Team Assessment

    Target State Definition

    Process Review

    Gap Analysis

    Control Requirements

    Documentation Library

  • Data Room

    Pro Forma Projections

    Cash-Flow Modeling

    Target Capital Structure

    Legal Entity Optimization

    Security Design

Disciplined
Execution

  • Business Model Transformation

    Process Reengineering

    Controls Infrastructure

    Value Proposition Design

    Customer Segmentation

    Cost to Deliver

    Enterprise Objectives

  • Objective Mapping

    SWOT Analysis

    Stakeholder Buy-In

    Functional Capacity

    Financial Discipline

  • Branding / Messaging

    Media Training

    Social Media

    Content Creation

    PR Strategy

  • Cross-Functional

    Technical Threats

    Financial Impacts

    Sales Practices

    Governance

  • Framework Design

    Metrics Development

    Reporting Infrastructure

    Business Continuity

    Retention Analysis

New Approaches
Organizational Pivots
Breakthrough Opportunities

Select
Engagements

“My business needed to achieve viability. I needed an executable realignment plan for my leadership team, the board, and our financial sponsors – that could be actioned immediately.”

CEO Of A Global Cloud Computing Infrastructure Provider

"We needed to migrate to a different development process, and we needed to define a disciplined roadmap to revenue and go-to-market strategy.”

Founder Of A Digital Payments And Neo-Bank Startup

"I needed someone who had the know-how  and capability to build a scalable ecosystem of partners, and could launch a market-leading product and services suite for our target demographic."

CTO Of The Largest Global Currency Settlement Organization

"Our business was too complex for our current tools. We needed to professionalize our organization and upgrade our financial infrastructure."

Founder Of A Cannabis Compliance SAAS Provider

"We needed the  expertise to define the structure and contractual framework for a proposed joint venture with one of the largest global technology infrastructure providers.”

CEO Of A Family-Run Commercial Real Estate Enterprise

"I was launching a private equity fund. I needed assistance developing my thesis, and the financial modeling tools required to evaluate targets."

Managing Partner Of An Emerging Private Equity Fund