FOUNDERS AND SENIOR LEADERS

Offering Advisory and Consulting Services in one package you have a highly experienced and tested human capital and business professional available to you when you need it. A very cost effective asset to both you and your firm.

Advisory Services

Our advisory services are there when you need them.  We are on call 24/7 to discuss the issues and possible solutions when you’re thinking about them.  Our advisory services are relevant, customized and specific to each situation at hand.  The varied experiences gathered over time enables knowing what works and what doesn't.  There are no limitations to the time we provide to arrive at a workable solution.  Think of it as securing a highly experienced HR head on an outsourced basis at a fraction of the cost of hiring someone with the same experience in-house.  You'll receive exactly what you’d expect from a trusted confidant or "consigliere" – practical, objective and confidential advice that help you and your firm through its key people and organizational challenges, including:

  • Leadership and Management Guidance: getting the most from your organization, defining the culture, moving forward, removing obstacles, communicating, etc.
  • Executive and Management Coaching:  improving leadership, strengthening management skills, coaching through difficult times to just an objective ear to listen and challenge your thinking
  • Employee Management: relationships, perceptions, missed expectations, productivity, managing a difficult star, etc.
  • Employee Relations Issues: job mismatch, inappropriate behavior, harassment, poor performance, etc.
  • Hiring/Terminating: recruiting, interviewing, offer structuring, new hire integration, “end of line” considerations, termination process, departure orchestration, etc.
  • Compensation Design: offers, bonus programs, YE compensation processes, etc.
  • Organizational Transitions: growth issues, changing out managers, transitioning from centralized to decentralized structure or vice versa [IR/Capital Raising], integrating new teams, etc.
  • Institutionalizing the Organization: when, what and how to institutionalize various aspects of your business
Consulting Services

Our consulting services are designed to address the issues that arise from growth.  These deliverables are customized to address your current needs, are scalable as you grow and incorporate the behaviors and goals you, as a leader, are trying to drive in your firm.  We are believers that overly complicated processes typically are not trusted by employees and can be hard to utilize and maintain.  Our goal is to provide custom designed best practices that are low touch for management yet still provide simple, effective and firm-relevant programs or processes that will work for you and your employees.   Our consulting services include:

Organizational Services
  • Market Intelligence and Benchmarking (compensation, benefits, structures, etc.)
  • Compensation Planning and Structures
  • Recruitment Services
  • Employee Policies/Handbooks/Guidelines
  • Building/Raising the Bar of Your HR Function
  • Performance Evaluation/Assessment Processes
  • Culture Building and Analysis/Branding the Firm
  • Executive and Mid-Level Coaching

Basic Training Programs
  • Management 101 (for rising and inexperienced managers)
  • Interviewing Skills Training – Core Skills
  • Conducting an Employee Performance Discussion (particular focus on delivering difficult messages)
  • New Manager Assimilation (accelerating the integration of new managers)