Development and implementation of strategy is critical for business survival – especially in today’s highly competitive environment. The world is moving at a fast pace, and you need to be ready to deal with the challenges that it brings. To ensure the plan is implemented we use facilitation techniques, rather than just traditional consulting, which also ensures that the strategies and plans are created and owned by you.
Advisory
The lifecycle of any business includes a unique combination of highs and lows. As a fourth-generation, privately-owned business ourselves, we have decades of experience navigating the uncertainties and pressures of the business landscape and we have made it our mission to help our clients in doing the same.
Serving as both a trusted partner and strategic advisor, we have encountered a variety of complex and challenging business situations. While some present significant risks and barriers, others introduce opportunities for future growth and expansion and require the proper strategy to capitalize.
We leverage our collective exposure and understanding to position you for stability. We take the time to understand what drives your business and measures of success and develop a tailored plan for capitalizing on strengths and opportunities, providing support every step of the way.
Our advisory capabilities include:
- Strategic Planning Assistance
- Comprehensive Business Review
- Transaction Advisory
- State and Local Tax
- Business Valuation
- Turnaround Services
- Litigation Support
- Leadership Training & Development
- Succession Planning
- Internal Controls & Operations
- Systems Utilization/Process Improvement
- Staffing Assessment
Our advisory team is also uniquely qualified to guide through a variety of complex leadership and strategic issues, such as:
- Change readiness & problem-solving
- Productivity, efficiency & elimination of wasteful practices
- Identifying your sustainable competitive advantage
- Improving profitability & growing your business
- Sales & marketing performance
- Leadership & management performance
- Project team implementation
- Supporting personal growth & self-confidence
- Culture, Vision, & Values
- Time management
Corporate Strategy & Implementation
Business Leader Groups
Do you have strategic ideas that can’t seem to get them off the ground? What are your key business issues? Are there current issues in your business that are not being addressed?
We have a three-pronged approach for helping business leaders navigate, including:
- One-on-one mentoring
- Access to global best practice management tools and resources
- Access to “peer to peer” thought leadership groups Business Leader Groups
One-on-One Coaching & Support
Proper implementation and coaching drive the success of your strategic goals. We act as a sounding board and accountability partner to ensure strategies are implemented and hurdles are addressed along the way. We work with you to determine the level and intensity of support desired and provide a blend of personalized coaching and accountability, including:
- On-demand implementation support
- Access to online coaching, learning and development platform
- Regularly scheduled implementation meetings for accountability
- Personalized plan and relevant strategies updated quarterly
Custom Development Programs
What are your key business or strategic ideas you’d like to drive? What are the “burning” issues in your business and how can you address them? Our custom development programs are tailored for helping you discover:
- Signs you need a custom-built development program
- Four Elements to any successful custom program
- Objectives and expected outcomes
- Partnering with MindShop
- Case studies and success stories
- Group structure and program format
- Five keys to success
Diagnostic Tools
Personal Change Success
Ready to make a personal change? Use this tool to aid in the accomplishment of your personal goals.
Business Change Success
Change is a constant. Are you ready? Try out this tool to help you prepare for success with your next business initiative.
Growth and Profit Solution
Do you desire to increase your revenue or improve your profits? Access this tool to maximize your focus for your business.
Need more information?
Contact us to schedule a complimentary consultation to discuss your needs and explain how we work.
Suzanne Bach, CPA, CITPartner
Suzanne is a partner in the tax, accounting, and advisory services, where she leads the compliance and advisory services, including specialty groups of SALT, M&A, Trust & Estate, and CAS. She began her career in public accounting in 2003, with a focus on tax and consulting.
Kristen Stogniew, Esq., CFEPartner
Kristen is a partner in the Financial Institution Advisory Group. Since 1995, she has been providing legal counsel, audit services in regulatory compliance and operations. In her leadership role, Kristen oversees internal coaching and training for Saltmarsh consultants. Provides guidance and education to compliance officers, BSA officers, executive management, and boards of directors. She serves as the primary facilitator and emcee for the Florida Bankers Association’s BSA and Consumer Compliance Conferences and leads peer groups, annual BSA Summit, and forums for the Georgia and Tennessee Bankers Associations.
Since 1944
Achieving Success by Contributing to the Success of Others