Our Expertise

CEO Advisory & Mentoring

The core of our business is helping CEOs (and their direct reports) identify, commit to, communicate, and achieve their company’s most critical business priorities. Once pinpointed, we guide a deep dive for practical solutions while offering strategic and tactical options based on our multi-industry experiences, knowledge and successes. We drive executive team action commitments, help manage milestone achievement, and assure accountability through completion.

Leadership & Successor Development

We help executives identify and transform to optimal leadership behaviors, priorities, and practices. Additionally, C-Suite Advisors assist CEOs and CHROs with succession planning for the present and future, by skillfully preparing high-performing prospective executives, and those newly promoted, into roles for which they may not yet be fully prepared or experienced. Finally, when needed, a C-Suite Advisor may step into a temporary leadership role to complement your executive team and fill an important gap.

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Business Strategy

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Ongoing validation and refinement of strategic imperatives for new market realities is crucial in this fluid business environment. Great strategy accurately stakes out opportunity, envisions an efficient path, and capitalizes with a more differentiated and valued offering. Having an accurate understanding of where the market is and where it’s heading is part art, part science. An outside assessment of the strengths and weaknesses inherent to your business as well as the opportunities and threats that loom large is a highly valued service many clients seek. It serves as a springboard to clarity and viable transformative planning.

Optimizing Executive Communications Thru Transformation

A calm, clear, consistent voice from the c-suite can unite an entire organization behind its financial, operational, and cultural objectives. Our professionals help senior executives craft a concise and compelling approach that communicates thoughtfully, instills confidence, enables shared vision, and re-energizes effort. 

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Financial Affairs

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Numbers are the language of business, and fluency is vital to analytics, knowledge, planning, credibility, and growth. At scale, access to capital is often the needed jet fuel. Without first-rate financial leadership and talent, these vital building blocks suffer and companies, at best, underperform. C-Suite Advisors assess and guide the development of your capital structure and finance function to meet the current and future needs of management, the business, and stakeholders.

Sales & Business Development

A company’s capacity to predictably grow market share, average order, generate recurring revenue, and successfully penetrate new markets is vital to survive and scale. A C-Suite assessment of your sales and business development acumen, with recommendations on refinements to accelerate growth, is one of our most requested services.

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Marketing

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From positioning and branding to go-to-market planning and execution, C-Suite Advisors has deep, multi-industry experience in research, product development, promotion, communications, lead generation, and marketing leadership. We’re often asked to assess these key functions and present recommendations to accelerate market share, sales and profitability.

M&A Initiatives

Organic growth is the bedrock of business stability, but smart, culturally aligned, accretive acquisitions can be transformative. Having advised and completed dozens of sell-side and buy-side transactions, C-Suite Advisors is an invaluable counselor when you decide to enter the M&A arena.

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Crisis Management

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In a crisis, building a rational plan and convincing creditors, supply chain, and stakeholders to support your business, while executing exactly what you commit to, is quite simply – very hard. Consider leveraging the experience and credibility of C-Suite Advisors to successfully manage the many initiatives and constituents which will enable your business to stabilize and return to prosperity.

Governance & Board Optimization

For privately held, independent companies, governance is frequently a stepchild to founders and CEOs. This is short-sighted, as a carefully selected, well-organized board is one of the most powerful sounding boards and allies a CEO can have. Determining board size, committees, roles and responsibilities, recruiting optimal directors, compensation, company-wide goals, and KPIs are multipliers to business performance. C-Suite Advisors have served on dozens of boards and chaired just about every conceivable committee. We are well prepared to counsel you on building this valuable resource.

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Value Accretion & Exit Strategy

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Ultimately, value is the name of the game for those who wish to cash-out some day. It’s therefore surprising how often we see time and resources applied to initiatives which don’t materially increase a company’s value. Thinking through your exit strategy and preparing for maximum value is a multi-year exercise. Having an unbiased, trusted advisor as you consider your options, may significantly increase your ultimate payday.

What Our Clients Say

“Jim’s guided self-discovery had me discovering “root causes” to problems whose symptoms had blinded me. The beauty of self-discovery is that you provide the answers to your situation, so you own them.” 

RS, FOUNDER & MANAGING DIRECTOR, HEDGE FUND

“C-Suite Advisors has helped me transition from an operational leader to a knowledge leader mindset.”

 

JE, SVP, ENGAGEMENT AGENCY

​​“The company was blessed to have your experience and guiding leadership ‘pre’ and ‘post’ company sale.”

 

PS, CFO, FINTECH COMPANY

“Thank you, C-Suite Advisors, for a job well done. You collectively brought it home in the right way and served our company, the bank, and our constituents well.”

 

HB, CEO, DIRECT SELLING CONGLOMERATE

“As the only truly independent director, coupled with your extensive experience, you brought a unique perspective to the many questions that we faced over the past several years. Your ‘operational advice’ was as valuable as your ‘deal experience,’ and both were important contributors to our success. We value your business acumen and experience and know that our relationship will continue for an extended period of time.”

TM, FOUNDER & CEO, MERCHANT BANK

LET'S EXPLORE WORKING TOGETHER

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