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From Startups to
Fortune 500

Representative Engagements


Startups to $250 Million


  • Financials & Offering Memorandum for EMR Startup

  • Business Plan, Investor Presentations, and Prototype Planning For Health Information Aggregation Startup

  • Goals and Business Plan for Securities Consulting Startup

  • Opportunities For Market Expansion Of High Growth IT Strategy  and Implementation Firm

  • “Pre-Valuation” Of A $12M Consulting Company’s “Core Capabilities Value” To Acquirers or as Going Concern

  • Strategy, Planning, And Marketing For $40+Mm Pre-IPO Technology Services Firm


$2 Billion to Fortune 500




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