STRATEGIC MANAGEMENT

KEYNOTE SPEAKING ADDRESS OR

EXECUTIVE TEAM OFFSITE:

THE EASE (E'S) OF TRANSFORMING BUSINESS PERFORMANCE 
– Five Keys to Put Your Business in Overdrive!

EXPOSE
ESCALATE
EDUCATE
EMPOWER
EXECUTE

Assisting your management team in transforming your business performance with "ease".  These five "E's" will open the eyes of management and uncover the roadblocks that are being denied; it will encourage your team to move forward boldly with the initiatives that come out of this powerful discussion session.

Steve has been a part of the management team, or provided financial/advisory services for some of Cental Indiana's finest technology start ups, including:


  • ExactTarget
  • Compendium
  • Software Artistry
  • Emerging Threats
  • ClusterTruck
  • PolicyStat
  • Consona (formerly Made2Manage)
  • DemandJump
  • PERQ
  • SmartFile
  • Clear Software
  • Salesvue/Jesubi
  • Upper Hand
  • Sprinkbuk/Healthiest Employers
  • LeadJen
  • Tyner Pond
  • Pillow Rock Financial
  • Olympia Media Group
  • Remodel Health
  • Social Net Watcher
  • IBM/Tivoli
  • Mezzia
  • Sanders Contracting Resource and Management
  • NoInk Communications
  • ForensicID
  • Aprimo
  • Bindr
  • HUSK
  • PBS Builders
  • Reynolds Body
  • And others....

SUCCESSFUL EXITS STEVE HAS BEEN A PART OF:.

About

Strategic Advisor, Retreat Facilitator, Public Speaker Chief Financial Officer, CPA

"From Big Picture to Small Details – I Look at the Whole Business Before I Advise, Value or Share Insights"

In-person at your site, virtually, or get away with Steve to focus on business strategy at
Totally Whole's retreat house (up to 8 people):

​TOTALLY WHOLE EXECUTIVE TEAM RETREAT HOUSE in country setting but with full technology located 30 minutes west of Indianapolis!


 SERVICES OFFERED and/or SPEAKING/DISCUSSION TOPICS:


  • Business strategy and advice
  • Company valuations
  • Vetting/Screening potential equity investment opportunities
  • Pitch-deck and business plan presentation review/feedback
  • Budget/forecast model design and/or validity assessment
  • Readying your organization for exit
  • Establishing policies and procedures and key metrics for success measurement
  • Maximizing the efficiency of the due diligence process
  • Positioning the company to get the highest valuation upon exit
  • CFO oversight
  • Cash optimization
  • Preparing presentations for board meetings
  • Capital needs assessment and planning
  • Investor Relations
  • Compensation package design
  • Create and implement efficient and scalable business processes and controls
  • More...