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- Director Recruiting and Guidance
- Corporate Governance Reviews
- Business Planning
- Executive Coaching
- Exit Strategy Expertise
Our team has the practical experience of Management and Board level positions including CEO, Chairman and Director. Our presence will augment your management team's expertise and abilities to achieve both short and long term objectives. We enhance your organization using proven team building integration principals.
In-depth experience with the nuances of Sarbanes-Oxley means we can guide your CFO, Independent Auditor and Audit Committee through the regulatory expectations and requirements while streamlining the reporting processes. We respect our client's successes and limit our work to the assignment; there are no hidden agendas. Our agenda is your success.
Our years of experience are testimony to our ability to protect our client's confidentiality. We execute non-disclosure agreements that pre-define our relationship and eliminate confidentiality concerns. We do not buy, sell or otherwise trade on information or leverage relationships with our clients. And years of experience means we seek to prevent exposure and manage solutions to mitigate disclosure damage. As members of the National Association of Corporate Directors we participate regularly in the KMPG Audit Committee Roundtables, ensuring that our guidance is based on the most current policies, practices and fact based decisions.
As needed we will bring qualified experts to the table to cut through the corporate rhetoric. We have access to top legal minds, SEC practicing auditors (large and small), Human Resource specialists and even out-placement services to support organizational change. Our capabilities, background and practical experiences work for you and with you. We move your organization forward.
It's not practical for one person, or groups of disassociated individuals, to answer all the questions or make all the decisions, but that's what's expected of today's CEOs and Board Directors. We work to keep organizations on-track, exceeding expectations but with an eye on minimizing unnecessary exposure. Our focus is on people and the execution of company business models. It our job to "map the plan and keep your team engaged and focused on delivering the promise on time and within budget".
The importance of leaving a legacy can never be understated and when a CEO or Founder is looking to move-on to their next challenge, we can assist with high level exit strategy planning. We have the experts available to provide estate and tax planning, company succession or sale and have even assisted at the end of a company's life.
Contact us today
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Denise Chisholm
Asset Services Manager
"Stan and Dave have tremendous experience in helping companies focus more clearly on moving forward. Their expertise helped us correctly profile a key target market segment. Their energy helped launch us toward success within the sector"
John Squires
Director of Strategic Products
Naviant Inc.