WHAT WE DO

Our expertise is in helping organizations sharpen goals and execute effectively in three areas.

Strategic Planning

Define your strategic goals and build a system of execution around them.

The 7 Step Playbook has a proven track record in helping many companies sharpen focus and accelerate growth.  We will meet you where your organization is today and help you lay out a plan to meet ever more aggressive goals.  The key is to embrace an action orientation and continually drive forward.

Preparing for Transactions

Optimize your story for a transaction

When a company prepares to raise money or begins exploring opportunities to sell, several steps are critical:

• Get very clear on the goals of the process

• Obsess over your narrative and the messaging to the external market that positions your unique story and value proposition

• Tie together historic performance, current reality and future plans to clarify this narrative.  It must be grounded in reality with a clear bridge to future expected performance.

The A2B Playbook helps companies build world class narratives with supporting evidence to best position companies for transactions.

Fractional CFO and coo Resources

Transform operational and financial systems for scale

Over the years, we have developed a proven system for improving and streamlining financial and accounting processes and reporting.  Data should lead an organization, not hold it back. Likewise, a similar discipline to operational processes achieves similar clarity and results.

A word from clients