Our Value Creation Team

The old way of strategic planning is outdated. The typical executive off-site that sets the course for future years often lacks adequate decision support data and can have limited effectiveness. There is a better way.

Our team will help deploy and support an agile, data-driven, iterative strategic planning engine with vital feedback loops. It drives innovation, internal alignment, and, most importantly, achievement of strategic goals in quarters and not years.

Leaders often do not have peers to talk with about challenges and tough decisions. As minority investors, our focus is to develop a close partnership with leadership and offer guidance and a fresh perspective on the most critical topics. Our experience base is broad. We have built four very different companies and have worked with over 1,000 companies of all types as consulting clients.

Growth can be difficult and expensive. Building a go-to-market team can have a frustratingly high failure rate. We focus on honing  the value proposition, removing sales frictions, and building a predictable and efficient growth engine. The goal is to increase sales close rates, meet revenue goals, and eliminate wasted effort.

An inefficient growth engine stalls many otherwise great firms. This is a critical area to get right to create scalability and true value in the business.

As companies grow through new thresholds of scale, processes and cultures break down, and chaos often results. The business becomes hard to manage, and leaders spend most of their time fighting fires.

Smooth Scaling is a structured approach designed to optimize and harden processes before they break. When completely new processes or even new functions are required, we can help you launch them in a world-class manner, reducing or eliminating the learning curve.

Lacking clear accounting and operational data hinders growth, decision making, and exit readiness. We advise on maturing your finance and accounting processes and develop “X-factor metrics” that simplify the business and enable rapid decision making. We have deep analytical capability and can apply financial rigor to strategic decisions, mitigating potential risk.

Advanced tech like AI has the power to reshape business. We’re here to not only help you understand your opportunities but also roll up our sleeves, implement, and drive outcomes where appropriate.

M&A can be game-changing, but it has risks. The process often distracts from day-to-day operations, and poor decisions or poor execution can have amplified consequences. We help you think through big decisions and provide a S.W.A.T. team to help you with analytics, negotiations, integration planning, execution and the mountain of other work that accompany these high stakes decisions.

When a compelling opportunity presents itself to create a new business or to expand into an entirely new area, we can engage directly to help you design, build, and launch the new enterprise.