Service Offerings

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Office of the CEO / Chief of Staff

  • Interim Chief of Staff: Embedded executive support during critical transitions or growth phases

  • CEO Office Design: Structure teams to support strategic planning, competitive analysis, and executive operations

  • Executive Cadence & Operating Rhythm: Design daily, weekly, quarterly meeting structures and decision-making frameworks

  • Strategic Communications: Develop executive presentations, investor materials, and internal/external messaging

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Corporate Development and M&A

  • M&A Advisory: End-to-end project management from target identification through due diligence, deal execution, and post-merger integration

  • Geographic Expansion Strategy: Assess market opportunities and develop market entry plans

  • Channel Strategy Development: Identify and penetrate new distribution channels

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Organizational Design & Transformation

  • Organizational Structure & Design: Architect org structures that accelerate growth and collaboration

  • Executive Team Building: C-suite recruitment strategy, search firm management, and executive onboarding

  • Digital Transformation: Develop multi-year roadmaps to enhance digital capabilities and AI integration

  • Change Management: Lead enterprise-wide transformations including culture change, performance systems, and new operating models

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Performance & Operational Excellence

  • KPI Framework Design: Identify critical metrics and build performance tracking systems

  • Compensation & Incentive Redesign: Align bonus structures with strategic objectives

  • Operating Candence: Create a structured, repeatable cycle of meetings, reviews, and decision-making that keeps a company aligned, accountable, and moving forward

Strategy & Execution

  • 5-Year Strategic Roadmap Development: Partner with Executives to craft mission, vision, values, and strategic plans that translate to measurable growth

  • Annual Operating Plan Design: Establish enterprise objectives, KPIs, and translate strategy into actionable budgets and workforce plans

  • Quarterly Business Review Systems: Install discipline and operating rhythms to track performance and maintain strategic focus

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Go-to-Market Strategy

  • Market Entry & Channel Strategy: Develop strategies to enter new markets/channels including investment requirements and operating models

  • Product Portfolio Strategy: Multi-year strategic planning for product categories and business units

  • Direct-to-Consumer Launch: Ecommerce strategy development and channel conflict mitigation