Startup, Emerging, & Portfolio Company Services


Startups, emerging growth, and portfolio companies require unique and specialized skill sets and expertise.Your needs are highly variable and change rapidly yet you can’t afford to compromise. Making the right decisions now will pay huge dividends and help avoid costly missteps and mistakes in the future.

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Based on our experience as successful serial entrepreneurs, we've developed programs specifically designed to meet the needs of startups and emerging growth companies. Our services include: 

  • 360°  Lean Startup Program
  • 360°  Agile "On Demand Management Program
  • Business Plan Development
  • Entrepreneurs/Executives in Residence 
  • Board & Company Observers,
  • Mentors, and Advisors
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Planning, Forecasting & Analysis


The vast majority of businesses are missing thirty to forty percent of their value. They have significant unknown issues that are killing value because they don''t have the right business model, plans, forecasts, and processes in place to uncover the problems and opportunities. 

We provide a suite of services that help you uncover that missing value and create opportunities to dramatically improve your performance.  Our services include:

  • Business Plan Development
  • Succession & Exit Planning
  • Forecasting | Modeling 
  • Cash & Working Capital Forecasting
  • Product/Service Profitability Analysis
  • Cash Cycle & Burn Rate Optimization
  • Business Valuation
  • Financial Statement Analysis
  • Industry & Market Comparative Performance Analysis

M&A, Restructuring, Turn-around, Work-out, & Exits


Eighty five percent of mergers, acquisitions, exits, turn-around's, and restructurings fail deliver expected value because of a lack the expertise, bandwidth, management resources to capitalize on such transactions. 

We specialize in identifying, creating, and preserving value for clients who are contemplating a special situation including: 

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  • Business case assessment.
  • Issues/opportunities discovery.
  • Business plan development. 
  • Due Diligence Preparation
  • Financial/operational forecasting
  • Client, vendor, employee relationship planning. 
  • Pre-transaction planning support
  • Post transaction integration management support.  
  • VC and PE portfolio company turn-around, work-out, wind-down management  support.