Our Services

Many leadership teams find that building and maintaining a strategic plan is a daunting task, consuming time and resources that aren’t readily available internally. Furthermore, deciding what opportunities to pursue, and how, can be complex, ambiguous, and difficult to align with various stakeholders. However, not having a clear understanding of the external market, the capabilities you will use to compete, and the projects and initiatives that will get you there will almost certainly guarantee the status-quo persists.

We partner closely with our customers to navigate the complexity with insight and analysis, bringing clarity to critical decisions. We aim to provide our customers a clear, action-oriented roadmap that will drive revenue and profitability.

Because plans on a page ultimately provide little value alone, we’re committed to supporting our customers through strategy implementation, serving as the advisor and accountability partner that helps drive execution and realize results.



Comprehensive Strategic Planning

Grant Management and Capital Raises

Market Research, Analysis and Assessment

Sales Process Optimization

Voice of the Customer

Our Team

Charles M. Duke III

Full Principal
Consulting Practice Leader

Ryan Loveless

Director

Peter K. Barton

CFA
Director

Jacque Passino

Senior Manager

Paul Currey

Senior Consultant

Case Studies

Additional Resources

Article

How Fragile is Your Supply Chain?

Jun 21st, 2021

As risk analyst and author Nassim Nicholas Taleb states, “fragile things break”. When your supply chain is fragile, even minor disruptions can cause it to…
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Article

Embracing the tension in strategic planning

Sep 10th, 2020

Leaders can drastically increase the impact of their strategic plan by addressing three success factors. August and September typically mark the beginning of “planning season,”…
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Article

Moving Back-Office Operations to Digital for…

Mar 24th, 2020

Are you surprised by the number of paper and in-person processes you now need to convert to digital? Take the list that you have and…
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Contact Our Team

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