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Business & Finance

Advisory Services

The recent financial crisis did more than destroy value—it redefined what financial institutions must do to compete and win. To succeed in this new normal I offer a range of services to entrepreneurs, growing businesses, and established organizations such as:

Strategic Planning Facilitation Services - assist with organizational development, recruiting, board functionality, staff/board relationships, external change allowing organizations to rejuvenate and energize board, staff, programs and services.

Capital Assessment Services - property and business tax consulting, risk management, stress testing and capital assessment, review of regulatory compliance and assistance in meeting regulations

Mergers & Acquisitions Research and Due Diligence Performance

Skills & Expertise

ConsultingManagementMergers And AcquisitionsOrganizational DevelopmentRecruitingResearchRisk ManagementStrategic PlanningTaxTesting

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