CEO Finance Consult Manager
Increase Profitability
“We seek to invest in well positioned companies with strategic improvement potential and partner with management teams to create value by driving revenue and earnings growth.”
Many businesses, large and small, have a huge source of great ideas that can help them improve, innovate, and grow, and yet so many of these companies never think of using this amazing asset. What is this highly valuable asset? Its own people. Says Morgan Fraud, the author of The Thinking Corporation, “Given that we are all capable of contributing new ideas, the question becomes how do you successfully generate, capture, process and implement ideas?”
Areas of Expertise
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Efficiently grow your business
Responsible for our investment in a company and closely the involved throughout the life of the partnership.
Identify centers of influence
Responsible for our investment in a company and closely the involved throughout the life of the partnership.
Serve small accounts efficiently
Responsible for our investment in a company and closely the involved throughout the life of the partnership.
Create brand awareness
Responsible for our investment in a company and closely the involved throughout the life of the partnership.
Achieve a leveraged model
Responsible for our investment in a company and closely the involved throughout the life of the partnership.
Increase your profitability
Responsible for our investment in a company and closely the involved throughout the life of the partnership.
Model Strategies
We employ a long-established strategy of operationally
intensive, sector-focused investing across all of our markets globally. We seek
to invest in well-positioned companies with operational and strategic
improvement potential and partner with management teams to create value by
driving revenue and earnings growth.
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Areas of Expertise
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Socially Responsible Investing
Tax Mitigation Strategies
Comprehensive Financial Plans
Investment Management
Comprehensive Financial Plans
Model Strategies
The ongoing shift from cash and checks to card-based, online and mobile payments continues to drive secular growth in the industry.
How Can We Help?
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“There are two things I look for in a financial adviser. Firstly, a thorough, up to date knowledge of all aspects of government rules and regulations pertaining to superannuation and investments.
Alexa Von Tobel