My Work

My clients are confidential, as their strategic plans are not openly discussed for competitive reasons.

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Strategic Plans + Process

  • Strategic turnaround plan for a family-owned business. The plan detailed the required steps for a turnaround behind new strategies for e-commerce, product development, marketing and organization design.

  • 5-year strategic plan for a high-tech manufacturer. The plan settled a long-standing strategic question on product strategy.

  • Start-up plan for a new business within a large public company.  The plan included strategic recommendations for new consumer-facing technology, pricing and a new line of business. 

  • Strategic plan for a new division of an insurance company. The strategic plan included defining new growth initiatives, financial pro forma's, and organization requirements.

  • 5-year strategic plan for a national not-for-profit organization that dramatically changed the structure and operations of the organization.

Advisor for Acquisitions

  • Buy-side advisor for private equity firms pursuing investments and acquisitions in the eyewear category​

  • Created business valuations for potential acquisitions using DCF models

Casual Business Meeting