Services Offered

September 3, 2024
Help! My business is growing and my CPA can't keep up

Help! My business is growing and my CPA can’t keep up.

The conference room buzzed with the excitement of a recent success. The leadership team of Horizon Tech, a company that had steadily grown from a scrappy startup to a well-established player in the market, gathered for […]
July 31, 2024

The Hawthorne Effect: Organizational Development with a Scorecard

In the modern, privacy glass-walled boardroom of QuantumVentures, tension was palpable. Four C-suite executives were engaged in a heated exchange, their voices rising and echoing off the polished surfaces. “We can’t keep operating like this!” exclaimed […]
June 26, 2024
Organizational Development Specialists

Organizational Development Specialists

In the heart of downtown Chicago, a sleek, glass-walled skyscraper stood as a symbol of corporate ambition and success. On the twenty-fifth floor of this towering workplace, a seasoned business consultant with a robust background in […]
May 1, 2024
Aligning Organizational Cultures for Acquisition Success

Aligning Organizational Cultures for Acquisition Success

In the complex world of mergers and acquisitions (M&A), financial analyses and strategic synergies often take center stage. However, the softer element of corporate culture plays a pivotal role in determining the ultimate success or failure […]
April 1, 2024
Building High-Performance Teams in the Wake of M&A

Building High-Performance Teams in the Wake of M&A

As my practice and expertise continues to evolve, I get to combine my financial background and expertise with my industrial organizational psychology education to bring a uniquely balanced approach to supporting middle market organizations. Recently, I’ve […]
November 1, 2023
How do I know my business is ready for a (fractional) CFO

How do I know my business is ready for a (fractional) CFO?

Working with my business coach recently who challenged me to reflect on some of the different types of clients I’ve served over the years. He said, “Think about all the clients you’ve helped. Write down a […]