Services

a specialized advisory/consulting company

Put it All in Balance – That’s what we do. More than our tagline, it’s our vision and our mission statement, simple and complicated at the same time, just like business. The current economic conditions are making businesses focus on margins, efficiencies, and building contingency plans for business fluctuations. This includes finding a strategic partner, selling, equity sharing, raising capital, recruiting, and outsourcing both domestically and offshore.

Executive & Management Support

  • Vision
  • Mission
  • Goals & Objectives
  • Strategy Reviews
  • Challenges
  • Process Improvement
  • Personnel
  • Leadership Development
  • Marketing
  • Communication

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Sales & Marketing

  • Value Proposition
  • Target Market
  • Collateral
  • Lead Development
  • Campaigns
  • Partnering/Joint Promotions
  • Convention Support
  • Flyers & “e” media

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Systems & Technology

  • CRM
  • Hedge Advisory
  • Appraisal Management
  • Underwriting
  • Outsourcing
  • LOS
  • Accounting
  • KPI
  • Dashboard Customization

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Mergers & Acquisitions

  • Utilize nationwide network
  • Model buyer requirements
  • Determine seller expectations
  • Facilitate raising of capital

Executive Searches

  • Recruit professional applicants
  • Review Job Applications
  • Interview candidates

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Feel free to ask anything

Contact Us today at 770-331-4968