- Business Model
Maximize your focus - Expansion
Conquer new ground - People and user experience
Attract the right talent - Investment programs
Improve your offering - Governance and regulatory
Risk management above all else - Operational and technology
Smooth functionality - Image and impact
Go beyond
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
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
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
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
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
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
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
