KEY SUCCESS AND CLIENT SPECIALTY AREAS

 

Depending on the circumstances, my busines advisory and proxy executive services can be tailor-made to provide assistance on an a la carte, interim, immediate or permanent/full time retainer basis covering the following areas of your business:

 

 

STRATEGIC LEADERSHIP and VALUE CREATION

  • Business Strategy, Growth Plan Development & Execution

  • Unlocking and Creating ​Shareholder Value

  • Helping Business Owners/Investors/Shareholders Prepare for a Sale, Merger, Acquisition

  • Interim Management to Bridge Executive Gaps and Placements

 

FINANCIAL STRENGTH

  • Management Information Systems and Reporting- Public Company and Private

  • Corporate Financing Strategies, Business Modelling

  • Sale of Business, Going Public, Investor and Media Relations

  • Feasibibilty and/or Economic Viability Study to Support a GO/NO-GO Decision

  • Attracting and Raising Equity and Debt , Going Public (IPO and RTO)​, Private Placements

  • Business Plan Development, Powerpoint Presentations, Road Show Planning

  • Government Funding and Grants

 

MARKET AND BUSINESS DEVELOPMENT

  • Branding, Marketing & Sales Strategies and Plans

  • Customer Care and Account Management

  • Companies Looking to Expand

  • Business Launch Planning & Execution

 

ORGANIZATION AND PEOPLE DEVELOPMENT

  • Attracting and Retaining Value Focused Talent

  • Compensation Plan Design and Implementation

  • Culture and Value Setting Initiatives

  • Succession Planning

  • Strategic Planning, SWOT Anaylysis, Change Agent

 

CORPORATE SERVICES AND GOVERNANCE

  • Board and Executive Advisory Placements and Appointments

  • Interim C-Level Management and Succession Planning

  • US and Canadian Corporate Governance & Regulatory Compliance

  • Risk Management

  • Business Development /Contract Company Representative Services

  • Accounting, Public Company Quarterly and Annual File Preparation and Reporting

  • IFRS and US GAAP financial disclosure and reporting

 

OPERATIONAL EXCELLENCE AND PERFORMANCE IMPROVEMENTS

  • Cloud Based Management Information Systems and Reporting Systems

  • Turnaround Plans, Business Makeover, Streamling and Profit Re-Vitalization

  • Identify and Measure Key Success Area / Key Performance Indicators

  • Operations Management

  • Strategic Planning, SWOT Analysis, Driving and Facilitating Action and Change

 

NEW PRODUCTS AND SERVICES

  • New & Existing Product Road Map Development  

  • Mergers & Acquisitions to Accelerate Growth

  • Due Diligence Examinations

  • Product and Service Delivery Reviews

  • Setting up and Launching New Business Units and Divisions for US and Canadian Parent

 

INTELLECTUAL PROPERTY AND TECHNOLOGY INNOVATION

  • Business, Product and Service Innovation

  • Competitiveness Analysis

  • Patent and Intellectual Property Filings