

BUSINESS CONSULTING
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Evaluation and assessment of business portfolio, business plan, product portfolio and financial performance.
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Developing and advising on new opportunities to improve profitability, growth, customer reach and overall business success.
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Operational and organizational evaluation and improvement plans to set up the right structure, process and metrics for getting the most out of a business or team.

STRATEGY CONSULTING
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Deep assessment of business, market and product strategies for your business or product line.
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Evaluation of success factors and key items that will increase probability of accelerated growth and profit.
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Development of strategic plans and supporting execution, people and organizational roadmaps to implement the strategy and assure future success.

LEADERSHIP CONSULTING
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Individual and group consulting for leaders at all levels to improve how they lead, create sustained followership, and successfully interact with other leaders across an organization.
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Leader mentoring for individuals to improve their leadership skills and to get the most out of their team and their business.
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Assessment and evaluation of leaders and organizations in their environment and creation of a plan to improve followership, teamwork, employee morale and productivity.

LEADERSHIP CLASSES
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Customized live or virtual classes held in a day or across multiple weeks to teach the principles of great leadership to groups of leaders.
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Built on structure of very successful and highly rated leadership classes taught at Cal Poly, and on Brett’s teachings to his leadership teams over his career.
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Classes can be targeted to a specific need or applied across a group of leaders to improve all of their skills while creating comradery and teamwork across leaders.

INVESTMENT EVALUATION
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Evaluation of investment opportunities based on factual data and insights about the potential of a business.
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Analysis of leadership team and employee capabilities to achieve success in the intended business or market.
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Report on potential return on investment over short-term and long-term horizons with areas of concern as well as potential upsides.

ACQUISITION DUE DILIGENCE
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Assessment of companies, teams, businesses and products to determine opportunity and fit with acquiring entity.
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Evaluation of integration areas across the business and areas of redundancies, as well as fit and culture clash identification.
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Plans for success and areas to be cautious with potential acquisition, integration and step by step timelines to get the most out of an acquired company or asset.