Typical Clients & Industries We Serve

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Our clients are family owned or closely held companies with $5m to $125m in revenues and 10 to 350 employees.  Starting with my experience in the finance industry and then as a business operator combined with almost 20 years as a management consultant, I bring the lessons of failure and success to every client.      

Industries I have served:

Banking & Financial Services (Retail, Commercial, Trust, Insurance, Mortgage, Wealth Management)
Business, Conference and Trade Associations
Food & Beverage (Wine, Manufacturing, Retail, Wholesale)
Construction & Industrial 

Distribution & Warehouse (Wholesale and Retail)
Employment (Staffing and Executive Search)
Entertainment
Energy Management
Environmental Consulting
Information Technology (Hardware, Software, Services, Web Technologies)
Manufacturing (Domestic and International)
Non-Profit (Education, Community Associations, The Arts)
Oil Services
Pharmaceuticals
Professional Services (Accounting, Architecture, Banking, Engineering, Financial Consulting, Legal, Real Estate, Tax, Telecom,  IT, Insurance)
Restaurant & Retail