STRATEGIC.

PRAGMATIC.

EFFECTIVE.

Your trusted partner navigating complex challenges with solutions that fit the way you work.

Our Expertise

Leadership

  • Personalized, on-demand support utilizing the latest leadership and organizational psychology strategies to navigate complex business environments.

  • Assist boards with adopting a strategic orientation and practices that fulfill its governance mandate and create an environment where the professional staff flourishes.

  • Assist executive staff in effectively collaborating with its board and establishing alignment across all levels of the organization to achieve strategic goals.

  • Identify the key drivers of cultural deficits and implement durable strategies to deliver meaningful change.

Strategy

  • Deliver an actionable strategic plan by utilizing a process designed specifically to get the best out of your unique organization and its people.

  • Analyze your business and the marketplace to ensure you’re doing the right things, the right way.

  • Complete a comprehensive business review to ensure your business is prepared to effectively navigate the M&A process.

  • Complete a comprehensive business review to ensure your business is prepared to effectively fundraise from closely-held relationships, venture capitalists, and/or strategic investors.

Operations

  • Highly skilled executive leadership for businesses that require exceptional talent in smaller quantities, or on tighter budgets, than equivalent full-time resources will allow.

  • Help identify areas of improvement, design high-performance operations, and implement the solution. We don’t stop until you’ve realized the operational benefits defined at the onset of the project.

  • Assist founders and start-up staff in establishing high-performing operations, so they can focus on their areas of expertise and avoid wasted time and money.

  • When your team is busy running the business, we bring an extra set of hands to quickly and effectively complete important projects.

Our Results

  • Process Optimization

    Increased production by 70% and reduced processing timelines by 83% while maintaining margin targets. Company won innovation award and was recognized as a “best places to work.”

  • Lead Gen Launch

    Built an in-house business development function that increased lead reach by 200% and grew pipeline value by $17M.

  • Succession Planning

    Analyzed leadership needs, developed transition strategies, and facilitated CEO search and placement for international non-profit.

  • Board Governance

    Guided Board of Directors in adoption of best-in-class governance model that eliminated tactical digressions and institutionalized strategic focus and generative discussions with staff.

  • Staff / Board Relations

    Coached C-Suite on strategy, servant leadership, emotional intelligence, and board process facilitation resulting in positive culture, aligned vision, and improved organizational performance.

  • Executive Performance Management

    Designed and implemented comprehensive CEO performance management program enabling Board of Directors to clearly communicate expectations, measure performance, and align executive focus with organizational goals.

  • Nominating Committee Process

    Designed program to identify key leadership traits, recruit and nurture high-potential candidates, and facilitate behavioral-based evaluation process.

  • M&A Preparation

    Completed 360 degree company readiness assessment, strengthened areas needing improvement, positioned company for successful acquisition.

  • Start-Up Fundraising

    Facilitated positioning exercise and prepared materials package leading to successful seed-round financing.

  • Strategic Planning

    Guided strategic planning process successfully aligning mission, strategic pillars, yearly goals, and supporting KPIs.

Our Approach

It begins and ends with a feeling. Something isn’t quite right, but you can’t seem to achieve the outcome you’re seeking.

We help make sense of your goals, define a pathway to success, and get to work until your desired outcome is delivered.

Our firm rejects cookie cutter methodologies, fancy strategy talk, and rigid “best practices.”

We roll up our sleeves and understand the real people, real challenges, and real environment impacting your world. Then we deliver pragmatic solutions, right-sized for your business, until you feel that feeling.

That wonderful feeling of success when the job is done right and you’ve achieved your goals.

Our Starting Point

  • It’s time to address that feeling. Things would be better with a few tweaks. You don’t have to have all your thoughts ironed out. Just start the discussion.

  • We’ll have a conversation. It doesn’t have to be long or complicated. If we can help, we’ll let you know! If we can’t, we’ll help you find the solution you need so you’ll be one step closer to success.

  • We’ll put together a few ideas on how we can achieve your goals. If you like our ideas, we’ll get to work. No giant financial commitments. No complicated terms. We’re confident in our work and only continue if you’re getting the value and results you need.

Our Impact

  • “Adam's forward-thinking mindset gave us a fresh perspective on better aligning our mission with operations. He has helped us clarify our strategic plan, improve financial transparency, and strengthen board engagement. Adam's knowledge of business operations, strategy, and leadership combined with a practical way of thinking makes him invaluable to any type of organization.”

    Eric Dudasko
    CEO of a Continuing Care Retirement Community

  • "I have worked with Adam Cohen in multiple capacities for nearly 25 years. I have never known anyone better in operations, management, and leadership. His strategic clarity on the "hard side" of management is matched only by his emotional intelligence and ability to work with a team on the "soft side." The bottom line is this: companies and organizations are made better by working with Adam Cohen."

    Jeremy Brook
    Startup Founder
    Non-Profit Board Chairman

  • "Adam is always focused on the finish line. His innate drive for excellence has helped us shape our strategic plan, foster a culture of values-driven leadership, improve the efficiency of board meetings, tackle governance issues, and standardize board reporting. Adam's vast experience in a diverse set of industries, can-do attitude, and personable nature allow him to build consensus and drive organizational change. When we are trying to tackle a complex business need or emergent organizational risk, I know I can rely on Adam to set our course."

    Eric Farbman
    Board Chairman of an International Education Non-Profit