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

 

• Merger Risk Review for a Top 5 US Bank

• “Wave Management” Merger Integration Strategy To Manage 4 Conversions For 6 Million Customers

• Business Metrics And Reporting to Monitor Transition From Branch/Broker To Trusted Advisor Business Model

• New Data Warehouses To Enhance Data and Reporting

• Integration Management Office (IMO) to Consolidate Duplicate Americas And EMEA/Asia Pac Functions Into Enterprise HQ Function

• Interim Executive - Chief Administrative Officer (Legal Division)

• Interim Executive - Head Of Planning (Enterprise), Retail Brokerage