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  • Client’s Objectives: Improve the organizational structure and management practices to more efficiently/effectively run the firm and support future growth
  • Project:
    • Obtained Board, owner, and employee organizational effectiveness survey input
    • Assessed the organizational structure and management practices
    • Co-developed leading practice organizational structure and management efficiency/effectiveness recommendations
  • Results: Assisted client in improving their organizational structure, management team role clarity, management practices, and Board/owner governance effectiveness
  • Value: Facilitated a comprehensive assessment process and provided fresh perspective/experienced organizational effectiveness advice/recommendations