Our formula for your success


Whether you’re a startup or seasoned business, you will grow faster, increase  profitability, and become 2.0-2.5X more valuable if you have a highly focused, crystal clear strategy.         

We use our proprietary, three phase strategic planning process to help you develop those highly focused, crystal clear strategies that create a high performance organization with dramatically increased value, and impenetrable strategic advantages.    


You can have a brilliant strategy, blockbuster product, or breakthrough technology but only solid execution  makes strategy a reality. Successful companies excel at execution. Unfortunately, the majority fail and struggle as a result.    

We do the heavy lifting so you and your team can focus on the most important business opportunities.  We acquire the right resources at the right times to construct a high performance operational infrastructure for you saving you time, energy, and money.

"On Demand" Management

The leading cause of poor performance and business failure is the mindset that companies can do everything themselves. Highly successful organizations know they can’t and actively seek the extra intellectual, analytical, and management resources they need.

This is what we do. We provide the "on demand" intellectual, analytical, and management horsepower you need, when and how you need it.  We expand your capacity and increase your capabilities so you can accomplish far more without adding to your infrastructure.

We provide specialized subject matter expertise to meet the unique challenges of our clients. 

Startup, Emerging, & Portfolio Company Services

Startups, emerging growth, and portfolio companies require unique and specialized skill sets and expertise.Your needs are highly variable and change rapidly yet you can’t afford to compromise. Making the right decisions now will pay huge dividends and help avoid costly missteps and mistakes in the future.

Based on our experience as successful serial entrepreneurs, we've developed programs specifically designed to meet the needs of startups and emerging growth companies.  Our services include: 

  • 360°  Lean Startup Program
  • 360°  Agile "On Demand Management Program
  • Business Plan Development
  • Entrepreneurs/Executives in Residence 
  • Board & Company Observers,
  • Mentors, and Advisors

Planning, Forecasting & Analysis

The vast majority of businesses are missing thirty to forty percent of their value. They have significant unknown issues that are killing value because they don''t have the right business model, plans, forecasts, and processes in place to uncover the problems and opportunities.   

We provide a suite of services that help you uncover that missing value and create opportunities to dramatically improve your performance.  Our services include:

  • Business Plan Development
  • Succession & Exit Planning
  • Forecasting | Modeling 
  • Cash & Working Capital Forecasting
  • Product/Service Profitability Analysis
  • Cash Cycle & Burn Rate Optimization
  • Business Valuation
  • Financial Statement Analysis
  • Industry & Market Comparative Performance Analysis

M&A, Restructuring, Turn-around, Work-out, Exits

Eighty five percent of mergers, acquisitions, exits, turn-around's, and restructurings fail deliver expected value because of a lack the expertise, bandwidth, management resources to capitalize on such transactions. 

We specialize in identifying, creating, and preserving value for clients who are contemplating a special situation including: 

  • Business case assessment.
  • Issues/opportunities discovery.
  • Business plan development. 
  • Due Diligence Preparation
  • Financial/operational forecasting
  • Client, vendor, employee relationship planning. 
  • Pre-transaction planning support
  • Post transaction integration management support.  
  • VC and PE portfolio company turn-around, work-out, wind-down management  support.