Too many businesses focus only on the “product” or the “business.”
Successful, sustainable, scalable, and profitable businesses FOCUS on both.
Custom Solutions.
Decades of Experience.
Holistic Business Perspective.
Holistic
The importance of the whole and the interdependence of its parts.
Successful businesses are equal parts successful solutions (products, services, technology) and business models (how the business works and generates profits).
The ability to take a holistic approach ensures the delivery of the solution at a profitable price through the business model – to maximize impact, growth, long-term value, and profit. This requires a holistic approach or multi-functional perspective.
Build a Successful Business!
Strategy Formulation
Vision, Mission, Goals
Strategy Alignment
Opportunity, Structure, and Execution
Strategic Plan
Where you are and where you are going.
Corporate Governance and Compliance
Funding
Terms and Conditions
SEC and State Regulations
Regulatory Agencies
Accounting and Financial
Industry Specific (FDA for pharma and medical devices, etc.)
Employee related
Board and Fiduciary Roles
Funding Support
Budgets
Forecasts
Financial Oversight/Management
Burn Rate Management
Terms and Conditions
Private Placement Memorandums
Pre-IPO Operational and Financial Assessments
Performance Improvement
Performance analysis
Metrics
Profitability for Shareholders (traditional entities)
Stakeholders metrics (public benefit corporations, non-profits, B-corporations, etc.)