Broadly speaking, we support organizations with planning services including: strategic, financial, operational, leadership, succession and merger. We are practically focused so that clients have the ability to implement their plans on day one. We also provide board training on topics including: financial oversight, self-assessment and succession planning. For over 25 years, we have focused on creating equity and ensuring inclusion by working with organizations serving the underserved and creating opportunities for diverse groups. We have, and will always, focus on treating everyone-clients, colleagues, funders and those they serve-with respect, empathy, and gratitude, regardless of their position, background, or areas of identity.
Areas of Expertise
Board assessment, structure, training, performance
Succession / transition planning
Business / financial models, Business plan development, Collaborations and mergers, Strategic planning
Salesforce development / support
Deep expertise in these issue areas: Community Development, Workforce Training and Development, Health Care, Social Services / Human Services