Areas of expertise

Financials

People Management

People Management

Profitability Bench-marking
Accounting Systems and Processes
Financial Reporting
Financial Statement Analysis
Reporting Systems and Dashboards

People Management

People Management

People Management

Recruiting and Hiring
Hiring a CEO, COO, or CFO
Coaching Problem Employees
Strategic Team Building
Compensation Plans
Personality Fits
DiSC Profile Analysis

Strategy

People Management

Strategy

Acquisitions Analysis
Selling Your Company
Business Model Analysis
Product Line Launches
Organizational Structure
Building and Fixing Company Culture

types of engagements

Regular Monthly Coaching

Strategy Session Moderator

Strategy Session Moderator

Meet once per month or quarter
Identify major issues to tackle
Written report with recommendations and action steps follow each meeting
Engagement typically lasts 6-9 months

Strategy Session Moderator

Strategy Session Moderator

Strategy Session Moderator

Wally will act as moderator for a one time management team strategy session
Identify issues, strategies, and roadblocks
Get all members of management team on the same page
Identify and document action steps for the team
Usually 4-6 hours

Interim Executive Role

Strategy Session Moderator

Interim Executive Role

Interim CEO, CFO, or COO role
Typically a few weeks or months in duration
Identify major tasks to accomplish
Typically will help CEO to recruit and hire a permanent full time executive for the role