Consulting Services

  • Is your business moving in the right direction?
  • Are you working harder, but find progress is getting slower?
  • Has your business stalled, or worse, lost ground over the past few years?
  • Are management and staff all rowing in the same direction?
  • Is technology an asset or a liability at your firm?
  • Has your company reacted to recent market shifts?

We understand the problems small business owners have to deal with every day. Budgets are tight, resources are limited, and a beautiful planning document isn’t worth much if the plan isn’t implemented. Building a successful, sustainable business is not just about planning. It’s also about execution. Common obstacles to growth are people, technology, and processes. We have experience with all three — getting the right people in place, while using the right technology to execute efficient and effective processes.

Business Success graphic
Success at Business Requires a Roadmap

All of our  services can be customized to meet the needs of any small to mid-sized business:

Our Strategy Consulting service focuses on helping clients establish a clear vision, long term goals, and a road map. We also help clients communicate and execute their plan.

Our Feasibility Study service focuses on market feasibility, in other words: is there a market for this? We do not perform engineering feasibility studies.

Our Business Plan consulting service is appropriate for a wide range of businesses. [Our focus is on consulting, not just writing. If you just want someone to write down your thoughts without questioning assumptions or proposing alternatives, then you are looking for a business plan writer, not a business plan consultant.]

Our Marketing Plan service includes both strategic and tactical components. Our marketing planning process is structured to provide real value, yet flexible enough to suit almost any small or mid-market business. 

Market Research is individually tailored to each specific client situation. Most of our market research projects involve interviews or custom panels. We do not prepare or sell standard industry reports.

Business owners often get so close to their business that they see the trees, but miss the forest.  Our Audit & Assessment consulting services are designed to identify problems, bottlenecks, risks and opportunities. Most of our assessments are customized, but we also have some standard packages.

We also help business owners develop and execute an exit plan for their business. Common exit strategies include selling the business, private equity recapitalization, gifting (to family members or others), ESOP conversion, worker cooperative conversions, and others.

We never over-promise, but we always deliver.


Contact Us now to set up a free initial consultation!