Why Advisors?
What do We Provide?
OWe enable and empower your people to engage with clients, grow your business and operate it a collaborative harmonious fashion, with organizational agility and efficiency, especially during M&As and strategic initiatives to improve, grow and broaden the firm.
You will spend less on cumbersome processes, poor decisions and poor quality clients. You will have better cross-selling and integrated value propositions, that will drive better returns.
Your entire organization will be focused on what is important to, directed by and creates value for your clients, which in turn creates the most value for your organization.
Your people will be key to the evolution, they will be active participants in aligning all aspects of your organization with your clients and markets, more focused on what benefits both your clients and your organization generating more return for your organization.
Our role is not once and done training, or providing narrow consulting reports. Our roles are to advise, so that your organization develops it’s own leaders, mentors and coaches along with well aligned processes and platforms that support a self sustaining client focused culture and operating organization. We are here for your organization to evolve and thrive.
We will create value. Value that is transferrable to your staff and organization so they can sustain the momentum and culture.
Our Advisors
Brett Cox, MS, MBA
Mr. Cox has advised multiple marquis investment banks, management consulting firms, financial advisors, including DD support based 40 years of consulting industry experience working in technical, project/program management, operations and client development roles with tenures at a several national/global and regional consulting firms serving in Corporate Officer and Principal roles. He has extensive business process improvement, training and coaching experience, with hundreds of key accounts, market sector and technical service leaders, including support multiple M&As from DD through final integration.
He has been responsible for capturing and growing national, global accounts some exceeding $50M/year net revenue. While also leading the logistics, the systems, training & coaching and processes to support Corporate Key Client Programs, at times over 100 national, global accounts with net revenues exceeding $500m/year. Under his leadership cost-of-sales were 30% lower than industry peers.
He has been on integration teams on more than twenty M&A deals, several times with the acquired firm and more with the acquiring firm. Each time he played a role in the integration team addressing systems, services, process, culture and client integration. He has developed training and coaching programs to facilitate cultural integrations and organizational-wide client development engagement, that have resulted industry leading growth and profitability.