Consulting
This page collects and explains our paid consulting arrangements. We will sometimes craft an engagement that is different from any of the packages on the left, but usually that is not necessary.
There is plenty of detail listed under each package, including the price. Take a look and feel free to contact us if you have any questions we can answer.
If you want to receive a notification of all the new materials and events on the site, be sure to sign up at one of the many forms scattered around the site. It's free, regular, and content-laden. Here are a few sample issues.
Total Business Review
The Total Business Review (TBR), our flagship service and where most firms begin, is a unique solution for marketing firms that require an overview of their business affairs. This is a half-year program that begins with an on-site portion to kick off a six month implementation period. Since developing this program in early 1994, we have guided hundreds of firms through this process.
Read More >Management Summit
A Management Summit can be a useful tool for a checkup, a year or two after a Total Business Review, or it can be customized to address anything not covered by another package. This program is designed to cover a few specific issues that are more appropriately worked through in person, on-site.
Read More >One Issue (Nashville)
Our "one-issue advice" offering allows you to get significant help for one issue without a large commitment (we don't do hourly work). This particular service is done face to face in Nashville, though we have another option in the menu that accomplishes the same thing remotely.
Read More >One Issue (Remote)
Our "one-issue advice" offering allows you to get significant help for one issue without a large commitment (we don't do hourly work). This particular service is done remotely, though we have another option in the menu that accomplishes the same thing in Nashville.
Read More >Valuation
The ReCourses Valuation Model (RVM) is a sophisticated financial tool to give interested parties a quantifiable, repeatable indication of the value they are creating based on the sum total of their management decisions.
Read More >Merger/Acquisition
ReCourses provides consulting for merger/acquisition work, often combined with valuations. These cover acquiring another firm, being acquired by another firm, or merging with another firm. We'll concentrate on guiding you expertly, surfacing the best solutions, sorting through them with clarity, negotiating on your behalf, and then guiding the various related parties to reach consensus.
Read More >Internal Owner Plan
ReCourses provides consulting for ownership transitions, often combined with valuations. These cover current transition issues that may involve an internal transfer to one or more minority or equal partners. We'll concentrate on guiding you expertly, surfacing the options, sorting through them with clarity, and then guiding the various related parties to reach consensus.
Read More >Retreat/Training
An employee retreat is typically a full day of helpful interaction that involves the entire staff or department, usually at a location near your facility.
It is issues-based in that the agenda is shaped by how you want your circumstances to change. We listen to that directive and shape a specific event.
Typically we’ll survey employees (and perhaps clients) in advance of the retreat.
We also do customized training on dozens of topics, held at your office with no limit to how many people can attend. You can even record it for future use with new employees. Usually this training is adapted from one of our seminars.
Read More >In-House Consulting
The In-House Department Review is probably our most tailored service in that we shape the engagement based on what you are facing, and every corporate setting is unique. In essence, though, we help in-house departments of very large corporations operate more like a business, in terms of what they do, how they do it, who they do it for, and how they track the results. We've done that for Toyota, Hallmark, PriceWaterhouseCoopers, Verizon, Whole Foods, Hartford Life, Hannaford, Northwestern Mutual, Compassion, Adobe, Vanderbilt, and others.
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