DUE DILIGENCE & STRATEGIC PLANNING 

Develop targeted plans to achieve desired outcomes   

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• Collaborate with teams to define a vision for the business and a framework to grow and scale

• Identify potential acquisition and integration opportunities

• Institute KPI's to monitor business progress towards goals

• Manage discreet to complex projects across business lines

• Conduct comprehensive reviews of organization structure, policies and procedures

• Advise on business development, marketing plans and client presentations

• Prepare for investor meetings