- Public Affairs Consulting Company:
This company originated as a spin-off from a larger entity. The principal took full ownership through a transition period of about six months and, during this time, required assistance with a number of financial and operational challenges. One of the primary concerns involved branding, since conveying the proper image is an essential part of establishing credibility with new clients as well as hiring future talent. In addition, finances and operations needed to be structured accordingly so that personal risk was minimized while preserving the capacity for future growth. - Residential Mortgage Brokerage:
This company, while largely maintaining its autonomy, had been merged into a larger national mortgage company and was having difficulty operating effectively under its new structure. Specifically, retention of support personnel was increasingly difficult as was integrating new loan representatives. A number of operational issues were identified and rectified. More specifically, processes involving data collection from loan representatives to sourcing the financing for various transactions were evaluated and re-engineered to increase efficiency, productivity and profitability.
