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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