Services

Are you dealing with any of the following?

Ownership– Is the direction of your company aligning with your intent? Are you having the right growth and profitability? Are your Vision and Mission still guiding your organization? Are your future considerations and planning on track?
Nonprofits– Are you running your organization like a successful business? Are you achieving the ultimate goal set for your organization? Is your organization set up to be a lasting and perpetual? Can you improve your fundraising?
Board of Directors– Are you doing the right things to focus on the long term viability of your organization? Is your relationship with Management at it’s best? Are you serving all ownership interests the right way? Are you covering everything fully with all the correct committees?
Management– Is your leadership working? Are you managing all of your responsibilities best? Is your C- Suite/ Senior Management performing well? Are you fully covering all aspects and needs of your organization?
Finance– Are you maximizing your profitability? Are you budgeting and forecasting accurately? Is your analysis showing what it needs to? Are you covering your compliance needs and meeting deadlines?
Private Equity– Have you thought about working with private equity either for your needs as an investor, or for the needs of you company? Is the PE firm you are working with aligned and working well with you or your company? Could you use a PE expertise on your internal team? Does the PE firm you are working with offer you multiple investments?
Investments– Are you investing appropriately (or at all)? Are you properly matching your risk, return, and horizon? If you are a nonprofit or company with a long term outlook, have you set up and are you managing your endowment? Do you have an Investment Policy Statement?
Capital and Debt– Is your capital structure in alignment with your organizational needs? Is your debt structure optimal and current? Do you have access to all the capital and funding options available? Are your debt obligations matching your allocated revenue cash flows?
Operations– Are all of your departments coordinating well? Are your policies and procedures complete and effective? Do you have the right staffing and resources? Are you managing growth best?
Strategic Planning– Do you have a current plan? Is it being implemented and managed well? Are you monitoring it and adjusting it as needed? Does everyone know about it and is it front of mind?
Project Based Initiatives– Are you recognizing and acting upon on good opportunities? Are you seeing projects all the way through to completion? Are your projects adding to the overall benefit of the organization? Are the right resources and attention being dedicated to projects?
Real Estate– Development, Investment, Financial, Ownership, Management, Construction. Commercial, Mixed Used, Residential, Ranch and Agricultural. Colorado, Western US, metropolitan and rural.
Organizational Culture– Are you making culture a priority? Is your culture positive, rewarding, and satisfying for all parties? Are you rectifying negative environments and situations? Are you actively implementing positive culture and keeping it at the forefront?

We can help with all these and more. Contact us to discuss.