Our Expertise

Our services are for enterprises (businesses and organizations) who want to reorganize, stabilize, standardize, or systematize their business in preparation for:

  1. Making the enterprise more efficient, profitable, and enjoyable to operate
  2. The next stage of growth or expansion
  3. Changing and/or developing management to support:
    • The sale of the business
    • An intergenerational transfer of management
    • An intergenerational transfer of ownership
    • The owner-operator’s retirement or semi-retirement
    • Making the business less owner-operator dependent giving him or her more time and freedom to enjoy the rewards of his or her success
  4. New financing or refinancing.

As discussed on Our Work page, our services cover a full range of business needs. Within each business area, our client’s needs can be summarized in the following three primary divisions:

  1. Documenting existing business systems, standards, policies, procedures, processes, and workflow.  This process often identifies additional opportunities to enhance business efficiencies and functions that will — make money, save money, and save time
  2. Modifying the items outlined in (#1) above to enhance efficiencies, and improve and/or stabilize quality for increased profitability
  3. Developing, documenting, and implementing new projects and initiatives.

We have been involved in the following industries and company departments:

  • Industries: Financial services, manufacturing, residential construction, and fabrication
  • Departments: Sales, training, products and services distribution, information technology, quality control, compliance, finance, strategic planning, research and development, design, special projects, and client services.

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