Operational Organization Assessment

• Objective is to partner with Executive and local Management to understand the future state and desired goals for the business to ensure the right organizational structure is created that meets the current needs and is scalable for future growth.

• Consists of staff interviews and assessment of People, Processes, and Systems.

• Intent is to gain understanding of perceived pain points for the operations and define overlapping themes.

• Once themes are identified, develop potential next steps and recommendations to move the organization forward that are consistent with delivering results.

Interim Leadership Assignments

• Partner with Private Equity firms and Entrepreneurial companies to provide interim COO leadership to organizations that experience gaps or expertise in driving operational excellence.

• Function as a Change Agent to unlock and optimize capabilities by injecting new ideas into the organization to stimulate transformative thought processes.

• Work collaboratively with Ownership to develop roadmaps that are consistent with long term strategic growth plans to deliver increased revenue and EBITDA.

Advisory Board Role

• Designed to provide external specialization advice to support the organization’s needs to address strategic and tactical initiatives where the entity lacks the internal expertise.

• Structure of the role can be shaped differently, depending on the needs of the organization to include any of the following examples:

• Process Capacity & Capability review/ recommendations

• Productivity Improvement review/ recommendations

• Organizational structure analysis given changes in environment.

• Capital investment review/ recommendations

• Mentoring Sr. Level Operational Leaders