A Beacon of Light in Uncertain Times

We are a boutique consulting firm with over a decade of experience helping management teams and their boards by creating and preserving value. While you are managing the business of today, you need to be building the business of tomorrow. Our credentialed professionals assist and augment your team to transform your business processes, help you to exploit opportunities and manage risk. We provide interim CFO services and have CXO affiliates with a variety of expertise. If we're not the right fit for you, we'll provide a referral to our broad professional network who may be able to assist you.

Our Services

The industries which we service include specialty distribution, manufacturing, wholesale, restaurants, healthcare, financial services, professional services and not for profit organizations.  Our Clients range from Fortune 500 to well-funded development stage enterprises. We are frequently retained as Subject Matter Experts by other consulting groups and work with several partners.

Risk Management &
Risk Communications

A risk management program includes Governance, Identification, Assessment and Analysis in order to reduce potential loss. Exploiting positive risks can be the difference between a high performing company  and a take-over target.

 

Business risk, information and cyber security and insider threat detection and response plans are required in today's environment.

Business Strategy and Process Design
Transformation

Business strategy development and process transformation are the cornerstones of a thriving and resilient organization.  Integrating strategy and technology, supported by sound business processes lead to maximized value.

Our Business Resilience Impact and Opportunity  Self- Guided Assessment  provides insight into five critical  dimensions of your organization.

Interim CFO Services, Staff Augmentation

&Coaching

Having a knowledgeable and experienced CFO to help lead in a time of transition is important.  We can provide an assessment of the current capabilities and create a strategic plan with ranked priorities to complete  the CEO/owners vision and transformation.

 

Coaching & mentoring of current CFO's include a needs assessment, goal setting at a frequency which makes sense for the situation.

 

Advisory Board &

Business Mentoring

 With over 40 years of accounting, management and consulting experience,  Jack Healey is a recognized expert in distribution, wholesale & service industries.  One of the founding executives of a highly acquisitive public distribution company, he has served on public company & private company Boards for several years. 

 

Uniquely qualified to serve or advise on the topics of accounting, audit, business and cyber risk, governance and ethical issues.

Social Engagement

Engaging in thought leading discussions is a passion.  Jack Healey is a frequent in-demand speaker, who blends subject- matter expertise with real world examples and humor to turn otherwise dry topics into fully engaging dialogue. He is a frequent speaker at national and regional conferences. 

Samples include:

  • Speaking Events

  • Past Presentation Decks

  • Lite Papers

  • Deeper Dive Discussions

Who Retains Us?

  • Board of Directors and Executive Management Teams

  • Resilience Minded Organizations

  • Private Equity Firms- Pre and Post Investment

  • Consulting Firms as a SME

  • Acquisitive Organizations

  • Stressed Organizations

  • Well Capitalized Development Stage Enterprises

  • Pre-IPO Preparation

  • CPA and Law Firms

Building a Common Language

Advisory

Having the power to make recommendations to management. A trusted

advisor who can help you achieve your goals.

Advice is the Fruit of the Tree of Experience