What We Do
We act as trusted advisors to help our clients solve their most pressing challenges
Strategic Planning
Strategy may seem like a complicated concept—but ultimately it’s just about making choices:
What do you want to accomplish?
How will you go about doing it?
How will you know when you’ve succeeded?
We help organizations of all kinds and sizes ask the right questions and enact the best possible solutions.
Strategy Setting
We help organizations identify where they want to go as a business or agency—what they want to accomplish—and work collaboratively to chart an actionable path to reach the end destination.
We believe that what is measured is managed, and can help you define KPIs and other performance measurements and processes to support your strategy. We link achievable, measurable actions to our recommendations to ensure that our clients can implement the plans we design, and are available to support them every step of the way.
Leadership Alignment
As organizations grow and evolve, it is critical that leadership be on the same page for critical decisions. We are experts at identifying the root causes of potential disagreement, breaking solutions into their component parts for discussion and alignment. Through in-person or virtual workshops, we help leaders set the organization direction and forge alignment around the ways to address pressing challenges.
Operational Improvement
In most situations, it is not enough to just have a good idea—in order to win, you need to be able to turn your idea into a reality.
That is where operational excellence comes in. Improving your organization’s operations is a sure-fire way to improve your sustainability, saving time and money, and increase your odds of achieving your goals.
We are experts at breaking down complicated problems into their component parts and creating the optimal solution for your situation.
Process Improvement
We help organizations increase their efficiency and impact through improvements to key business processes. We map the current state of activities so you understand what’s actually happening, and then help you implement improvements. Organizations facing challenges associated with growth or looking to save money should look to reexamine and refine their processes as a key first step.
Management Support
As your organization moves to the next level, a key question you will face is who should you hire? But even before that, as you prepare for growth, you need to determine what roles you will need to fill and who should fill them. We help leaders understand how to structure their teams to be more effective. We detail the key activities you need to accomplish, help you map those activities to your teams’ skills and interests to identify any potential gaps to fill to ensure your team is both satisfied and operating effectively.
Business Development
We love helping companies grow. Not all growth is equal, however, and it is important that you think about how and where to grow in a systematic way. We help clients create a strategic growth path, with repeatable processes, and clear targets and goals. We believe in underpinning our work with strong quantitative as well as qualitative analysis, building a fact base of what has worked in the past vs. what has not.
Financial Planning
Financial planning and cashflow management can often be the difference between success and failure for small businesses. We bring rigorous quantitative analysis and financial modeling to help leaders make informed decisions. We also help our clients improve their financial management processes so they are confident in understanding their financial position and the impact key decisions may have.
Startup Guidance
Our team has deep experience helping entrepreneurs turn their concepts into companies. We know the ropes—the key decisions you will need to make and the processes and timesavers to help you make them. We have helped hundreds of companies launch and grow.
Entrepreneur Support
Entrepreneurs face unique challenges as they get their companies off the ground—the exact type of challenges we like to work on. We have supported dozens of entrepreneurs as they launch and grow. Before they need the type of support from our core strategy and operations offerings, we support entrepreneurs with in the following ways:
Set your mission and vision—what do you want to do as a company and how will you define success?
Determine and target your optimal customer base
Ensure that your offering speaks to your target customer—we help you achieve a strong product-market fit