We are a 20+ year old management consulting firm
that has served in excess of 200 clients. Virtually
all of our clients are smaller to mid-sized privately
owned or closely held firms. We have concentrated on serving: community banks, professional firms, growing businesses, and not for profit organizations.
We bring a line management, results oriented discipline to our consulting assignments.
The services we offer include:
• Strategic planning
• Business development planning
• Development of professional management systems
• Hands on management assistance in implementing all plans/programs
Eighty percent of our clients are service providers, and we specialize in addressing the needs of those operating in a business-to-business mode.
Unlike most consulting firms, we often assume direct responsibility for the successful roll out and implementation of our clients’ strategic plans and business development plans. In this capacity, we literally become a part of out clients’ senior management team, enhancing their management resources in a highly cost effective manner.
Walt Truelson, firm founder, is a former executive with several Fortune 500 firms. After serving in a management development program with IBM, Walt worked for Xerox Corporation for several years, ultimately managing a $60 million operation. In addition, he served as Vice President, Marketing for World Savings, then the 3rd largest S & L in the US.
We are proud of the results we have achieved for and with our clients, and are happy to provide impeccable references to substantiate those results.