Business Advisory
H & M Advisory adds value to your board of directors by lending a unique and objective perspective. Our singular focus when serving on boards is to make a significant difference. That may involve recruiting the right board members who have relevant industry experience and valuable contacts, working closely with your executives to set clear strategies and plan for long-term growth, using our experience and leadership to guide decision-making, or using our network for additional advice, initiate corporate development opportunities, and share best practices. Our goal is simple, to provide your company with the guidance, support, and connections you need to build and maintain a successful company.
The dynamics of any business change with time. As time passes, businesses evolve into different stages of growth, maintenance, or retraction. In any event, a solid business plan is required for successful internal communication within the company executive management as well as externally with the investment community and other stakeholders. We help you develop a business plan that distills a crystallized message of the company's path in the near and foreseeable future.
Effective strategy, team members, and execution are vital to a sales and marketing program within your company. After all, this is the proverbial engine that makes the machine go. We evaluate where and how to most effectively and efficiently invest in sales and marketing, or to keep it the same if it is working. We want to ensure that your sales and marketing efforts are suited to compete and prepared to scale with your company’s strategy. Our evaluation of sales and marketing includes the planning process, sales strategies, training and materials, evaluation of sales teams, CRM systems, digital and online marketing, commission structures, and other important areas unique to your company or industry. In addition, we have a strong network of partners in lead generation that provide useful reporting to maximize ROI with your sales and marketing programs.
We understand the value of people and their importance to ensure the success of a company. Recruiting and managing talent is essential. Finding the right people and providing effective training plays a large part in a company’s future performance. Good hiring decisions can rocket a company to success, and conversely, bad hiring decisions can cripple or severely limit a company. There are many decisions to weigh regarding talent. Is there or is there not a need for another position, where do you find good directors, managers, executives, or line level employees? Do we have the right training plan and are we effective at implementing the plan? How do you structure compensation and incentives to maximize performance? Our team and network of partners has extensive experience to help you answer these questions and many more to support your company and your employees. Our team also assists to identify where it makes more sense to outsource administrative areas to third party vendors such as human resources, insurance, legal, and in some cases accounting services, auditing, and compliance.
The appropriate technology solutions and infrastructure are critical to maximizing a company’s value and by ensuring workflow is effective, scalable, and efficient. We help company’s find the appropriate technology solutions and overcome implementation challenges to ensure lasting improvement in workflow, productivity, and reporting. You’ll benefit from our experience selecting and implementing technology solutions and avoid making costly mistakes. Technology solutions may include software for your sales team, IT infrastructure, process or project management, call centers, or back office systems.
Accounting and financial management add significant value to the implementation of a company’s strategy, planning, reporting, decision-making and ultimate performance of a company. We evaluate your company’s current accounting and financial management talent, structure, organization, processes, software, and reporting, to ensure this function is aligned and working with the company’s strategy. Our team has developed best practices training and manuals, facilitated and prepared budgets, enhanced reporting on KPIs, and provided many other solutions. In addition, our work further improves or prepares the company’s relationships and network within banking and the investment community.
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