Our Services
Get in touch today to discuss how our expert consultants for our Corporate Board expertise and consultation can provide tailored solutions to drive your business forward. Our dedicated team is ready to assist with any inquiries and ensure your consulting needs are met with precision.
Corporate Board Member Services
Unlock the full potential of your business with our decades of senior executive experience in areas of strategic planning, financial management, risk management, consumer product trends, program analyses, and governance implementation as corporate board responsibilities. We provide precise solutions tailored to enhance your competitive edge.
Served on Advisory Boards to the National Geographic Society, FEP Blue Cross/Blue Shield, Potbelly Sandwich Works and Condé Nast Traveler.
Actively supporting multiple commercial startups through various platforms (Advisory Cloud, GLG).
Executed the functions of the Department Chief Program Management Officer and Chief Risk Officer
Financial Planning and Estate Management
We provide personal financial planning and the estate management expertise to address customer goals. Our expert-driven analyses, long term planning and the issue avoidance can reduce risks in financial decisions. Stay ahead with actionable insights and informed perspectives from our experiences.
Over $20 million in client’s wealth portfolio under management
Provide estate settlement and disposition services in addition to investment and financial planning services
Mr. Mark Daley is a CFP® certificant
Investment and M&A Analysis
Trust our expertise to guide your organization towards achieving its goals with informed market investment decisions and independent analysis of merger and acquisition targets. Our professional strategic insights can provide tailored solutions to elevate your venture capital investments.
Provided technical and analytical review capabilities on alternatives and recommend courses of action to achieve Departmental goals with budget and strategy decisions
Independent, data driven analysis to support market and financial studies for C-Level decision makers to include corporate mergers and acquisitions
Angel funding as a Venture Capitalist
