Management Counsel

Social Media Policy Check

Social media has a dark side that can put the organization at serious risk of identity theft, brand hijacking, lost productivity, and more. This framework is an assessment and set of recommendations for Social Media policies and guidelines.

Investor/Acquisition Due Diligence

Lawyers and accountants can review the contracts and financials during an acquisition or investment due diligence process, but what about the strength of the management and staff? We are experienced in reviewing the strategy, people and processes within target organizations, both during an acquisition search, and prior to the consummation of the transaction itself.

Advisory Board

Growing an organization profitably is a challenge at the best of times. For growing Private companies, setting up an Advisory Board both formalizes the planning process and provides the benefits of review and accountability. Given the breadth of our experience, we have set up (and sit) on Advisory Boards for a number of different organizations.

Executive Coaching

Coaching provides an experienced mentor who can objectively guide an up-and-coming manager through specific career challenges. More details are available at www.PersonalBalanceSheet.com/coaching

Risk Assessment

Whether it be for a mission-critical project, a new corporate relationship, or a new business area, we can provide an independent, objective review of the key risks, along with recommendations on risk avoidance and mitigation.

Facilitation, Planning and Leadership

We have led numerous planning workshops for management groups. Please call us to discuss your specific needs.