CEO Finance Consult Manager
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Back-office administration & services
Increase Profitability
“We seek to invest in well positioned companies with strategic improvement potential and partner with management teams to create value by driving revenue and earnings growth.”
Many businesses, large and small, have a huge source of great ideas that can help them improve, innovate, and grow, and yet so many of these companies never think of using this amazing asset. What is this highly valuable asset? Its own people. Says Morgan Fraud, the author of The Thinking Corporation, “Given that we are all capable of contributing new ideas, the question becomes how do you successfully generate, capture, process and implement ideas?”
Areas of Expertise
Efficiently grow your business
Responsible for our investments in a company and closely involved throughout the life of the partnership.
Create brand awareness
Responsible for our investments in a company and closely involved throughout the life of the partnership.
Identify centers of influence
Responsible for our investments in a company and closely involved throughout the life of the partnership.
Achieve a leveraged model
Responsible for our investments in a company and closely involved throughout the life of the partnership.
Serve small accounts efficiently
Responsible for our investments in a company and closely involved throughout the life of the partnership.
Increase your profitability
Responsible for our investments in a company and closely involved throughout the life of the partnership.
Model Strategies
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- Two
Areas of Consulting
Multi-asset solutions
We employ a long-established strategy of operationally intensive, sector-focused investing across all of our markets globally. We seek to invest in well-positioned companies with operational and strategic improvement potential and partner with management teams to create value by driving revenue and earnings growth.
For investors at all life stages
We employ a long-established strategy of operationally intensive, sector-focused investing across all of our markets globally. We seek to invest in well-positioned companies with operational and strategic improvement potential and partner with management teams to create value by driving revenue and earnings growth.
How We Add Values
We employ a long-established strategy of operationally intensive, sector-focused investing across all of our markets globally. We seek to invest in well-positioned companies with operational and strategic improvement potential and partner with management teams to create value by driving revenue and earnings growth.
Areas of Expertise
Increased regulatory pressure and capital ratio concerns have pushed banks to sell fee-based businesses that they have historically viewed as “jewels.”
- Socially Responsible Investing
- Tax Mitigation Strategies
- Comprehensive Financial Plans
- Investment Management
- Comprehensive Financial Plans
- Comprehensive Financial Plans
Model Strategies
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- Two
- Three
The ongoing shift from cash and checks to card-based, online and mobile payments continues to drive secular growth in the industry.
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“There are two things I look for in a financial adviser. Firstly, a thorough, up to date knowledge of all aspects of government rules and regulations pertaining to superannuation and investments.
Alexa Von Tobel