We are pleased to announce that we have moved to a new office. Our new location is 1655 North Commerce Dr. Suite 301, Weston, Florida 33326.

  • Business Model
    Maximize your focus

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    Helping businesses be their best, maximize opportunities and adapt to changing conditions New business or business lines Plans for new business structure and registration Develop and review go-to-market strategy Jurisdictional reviews Develop variable compensation plans Analyze and make introductions to providers and partners Validating business plans and forecasts Reduce risk, exit business, transition a model

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  • Expansion
    Conquer new ground

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    When opportunity knocks you need someone who can keep you in track Measure your target market Create metrics and benchmarking Improve your platform and maximize operational capabilities Use better the data that your clients already give you Develop and model growth initiatives Review your current structure and find opportunities for improvement Acquire, merge, join, recruit, develop Perform the right due diligence Know your value and raise funds

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  • People and user experience
    Attract the right talent

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    Be the best and the best will find you. Improve your team performance and equip them with the right tools Role description and staff selection Sales and service training Culture and values Compensation design / benchmarking Leadership coaching Performance programs Client engagement Focus group Secret shopper

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  • Investment programs
    Improve your offering

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    At the core of what you do, its your offering, never stop improving it. Operational and manager due diligence Product offering review and analysis Research and content Pricing reviews Investment programs and committee design Alternative investment Salesforce tools Banking and credit programs

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  • Governance and regulatory
    Risk management above all else

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    A trusted advisor in the most serious of matters and a risk radar for the firm you run Advice to Board of Directors Reporting and monitoring Risk Diagnosis Policy advice Regulatory affairs Cross-border opinions Corrective Action Plans

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  • Operational and technology
    Smooth functionality

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    It all starts here Operational Reviews Process improvement Cost analysis and diagnosis Restructuring Reorganization and exits strategies for inefficient lines of business and products Offshoring/Onshoring Contract and vendor management

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  • Image and impact
    Go beyond

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    Be the best you Target Market Branding Strategies Social Media Communication and Publicity strategies Positioning your firm or practice Digital strategy Client touch points and experience Purpose and social programs

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