Strategic Consultancy
- Business Strategy & Planning
- Change & Transition Management
- Communication Process
- Crisis & Continuity Planning
- Cultural Congruity Planning
- Entity & Partner Formation Structure
- financial positioning for funding
- Investment Portfolio Balancing
- marketing & branding strategy
- merger, acquisition, disposition
- organization structure & governance
- Risk Management & Protection
- Succession & Exit Planning
- Tax Minimization Strategy
Management & Implementation
- asset allocation
- business plans
- capital raise
- coaching & motivation
- deal structuring & negotiation
- employee accountability
- estate & Legacy Structuring & tax planning
- financial & management reporting
- forecasting & budgeting
- human resource & retention programs & controls
- income tax planning
- performance evaluation
- recordkeeping systems & controls
- Retreat facilitation
- risk protection & insurance programs
- training & teamwork development
Mediation
- Business dispute & dissolution
- conflict resolution
- family & partner dispute
- family succession & estate issues
- divorce property settlement
Executive & Board Member
- Advisory Board structure & development
- member assessment & recruitment
- communication & reporting
- corporate executive positions
- Director positions
- performance measurement
Speaker, Instructor, & Author
- articles
- bulletins
- lectures & panels
- training materials