Situation Assessment 

Re-Organization 

Strategic Planning 

Execute Strategic Plan 

Key Activities:

• Financial Analysis
• Conduct executive mgmt & board interviews
• Report findings 

Key Activities:

• Execute re-organization activities focused on stopping the burn rate and stabilizing the company:
  • FTE and expense reductions

Key Activities:

• Develop strategic plan
• Develop execution plan
• Structure Latent Intellectual Capital Assests 

Key Activities:

• Execute focused initiatives outlines in strategic plan (growth/sale/ merger etc.) 

Deliverables:

• Complete Assessment Report
• "This is what I would do if it was my company..." 

Deliverables:

• Successful organizational restructuring 

Deliverables:

• Strategic Planning session and outputs 

Deliverables:

• Acting C Level
• Transactions buy/sell
• Capital stabilization
• Hire full-time mgmt team
• IP Portfolio / Strategy 

Timeframe:

• 2-4 days 

Timeframe:

• 30 days 

Timeframe:

• 2 days initial session
• 1 day quaterly follow-ups 

Timeframe:

• 12-24 months