Business Planning
Assistance and facilitation in developing strategic and annual business plans and cash-flow budgets. Ongoing coaching or
direct assistance with implementing plans.
Human Resources
Staff training and workflow efficiency; compensation systems for growth and productivity. Recruiting and psychological
testing for managers, service, sales and technical employees.
Operations Reviews
Through the use of questionnaires, financial statement trend analysis and intensive employee interviews, review all
aspects of operations and present a detailed report to senior personnel.
Technology Planning
Review of existing technology and development of comprehensive plans to identify priorities and costs.
Tax, Financial Management
Advice with respect to tax minimization, receivables management, the investment of trust funds, and controlling
expenses, including comparisons to "industry benchmarks", job costing systems, internal control assessment and sales and
product mix analysis.
Risk Management
Provide assistance for risk planning, risk assessment, risk analysis and risk handling to corporate management.
The Crisis Tool
Succession Planning
Program for developing and implementing a succession plan which includes establishing personal and corporate goals,
identifying candidates, determining the value of the business, assessing financial condition, and sourcing financing.
Follow-up, consultation and assistance with implementation plans.
