Storms happen, even on sunny days! Experience Counts!

35 Years of Experience in Dozens of Industries Has Taught Us That:

  • Motivated companies, regardless of size or ownership, achieve the best results. A trigger-event is a good indicator of motivation for change.
  • We work well with growth and start-ups companies on a retainer basis. We are not a good choice for a "last ditch effort" to get funded.
  • When empowered and “unleashed”, employees are usually very insightful and hugely productive.
  • Multi-industry experience and a great model-template saves our clients time and money.
  • The software development analogy crosses all industries:  When you sequentially define, document and confirm your “Business Spec” and then your “Functional Spec”, the “Programming Spec” to deliver your strategy becomes obvious.
  • With a deep bench of experts and support to call in for an hour, a day, or longer, we deliver superior results while minimizing costs to our clients.
  • While family-owned and operator-owned businesses can present their own challenges, when motivated they often achieve vast improvements very quickly.
  • Companies have used and modified our financial models long after we depart.  Simplicity, without losing detail, is the key.
  • With daily rates starting at $1500, the ROI is rapid. Companies can gain valuable insight and a base model within a few days.


A partial list of companies recently served includes the following:

  • Aline (footwear orthotics,   www.aline.com    ) created company model including complex multi-tier marketing and distribution system
  • Aquaback & ComWEHco, (Water distillation. www.aquaback.com &  fuel cell integration for combined Water Electricity and Heat generation) marketing and financial model consulting
  • Caterpillar sub-contractor: provided cross-industry experience and data-set expertise; distilled a CAT division’s need for a customer prediction tool into actual problems and opportunities for improvement, culminating in a final proposal which won the general contractor the implementation business.
  • VW Diesel Owners: researched and modeled how to provide financing to 482,000 owners over 120-day span.
  • Pneuma Technologies: researched and built a complete model to support start-up entity Pneuma Technologies’ proposal to CVS Health to install and operate a 100% self-service cell phone delivery platform; project on time and below budget.
  • FinCo : (Auto Finance) Project Manager Consultants to estate of late Chairman and majority owner to close operation.
  • J.D. Power and Associates’ Power Information Network (Westlake Village, CA),
  • Adaptive Avenue (Minneapolis, MN   live inventory in searchable banner ads,  product sold),
  • Miniter Group (Norwell, MA  lender collateral insurance), and
  • F&I Express, (Southlake, TX web-service providing E-quotes, E-contracts and E-Images to the automobile dealers for aftermarket products).

Experience:  Partial list of industries worked in:

  • AI/Machine-Based-Learning for manufacturers.
  • Waste water treatment and source water purification.
  • Consumer Cellular - retail
  • Micro combined water, electricity and heat generation.
  • Consumer footwear orthotics.
  • Conservation-credit driven real estate.
  • Deep subprime auto finance.
  • Information strategy consulting.
  • Decision engine software for consumer credit.
  • Retail and light industrial real estate development and management.
  • Residential and commercial real estate and mortgage brokerage and software.
  • Specialty advertising, including locational and point-of-purchase campaigns.
  • Wholesale marine distribution, including marketing to US Navy.
  • Contract yacht maintenance and delivery service.


Operational Systems    Cash Burn Rate Analysis/Resolution  ▪  Team Culture Development/Buy-In    Systems Engineering ▪  Financial Modeling  Competitive Analysis    Supply Chain ▪  Relationship Management  ▪  Software and Data Implementations and Integrations  ▪  Product Management and Prototypes  ▪  Investments Vetting  ▪  Patents Management ▪  Consumer Finance  ▪  Corporate Operating Software  ▪  Sales Team Organization  ▪  Tradeshows