The Advisory Circle is a boutique consulting and advisory firm that takes a cross functional approach to evaluating and working with businesses to optimize their performance.
We believe that our services add the greatest value when we truly
know our clients. That is why we work closely with each client to
understand the uniqueness and complexities of their needs, as well
as, their immediate and long-term goals. You can have peace of
mind that we will tailor our services to your specific needs, in an
effort to best serve you. Whether you need specific project help, or
an ongoing resource to sit in your organization, we have the
capability to do this.
Our Services
Solutions
Marketing & Advertising Launch
Developed marketing campaign launch for two new markets, for client operating in 20 states, with offices in 5 states. Designed messaging and graphics, coordinated media buys, and implemented advertising campaign.
Develop Branding & Media
Created corporate image and branding for new program, with Government agency, with celebrity endorsement. Coordinated strategic partnerships for media development, buy and launch, and maximized advertising budget.
Centralization of Services
Conducted pro bono assessment for a State’s government agency to consider financial benefits of consolidating more than 20 state finance and accounting offices, improving procurement and accounts payable processes, and using its significant buying power to improve its working capital position.
Business Case Modeling
Created business case model to help client assess quantitative and qualitative benefits of implementing up to 50 operational initiatives possible because of SAP, while also creating metrics to measure the value realized from each of the implemented opportunities.
Strategic Planning and Forecasting
Developed integrated forecasting model for client’s sales team to create 5-year strategic plan, enabling leadership to understand working capital impact of sales/expenses estimates, as well as impact on all financial statements.
Tax Planning
Researched and advised on tax impacts of stock acquisition of private company operating in China and US by public company, dealing with Controlled Foreign Corporation matters, international inbound rules, corporate reorganizations, and assets transfer.
New Compensation & Performance Management Systems
Created an executive compensation program, a retention program for key executives, an incentive program, a sales compensation program, salary ranges and guidelines, and a performance management system.
Dashboard & Management Reporting
Created an organizational health dashboard, focused on key staffing ratios, turnover levels, diversity metrics, headcount plan levels, performance rating distribution, engagement measures, and succession management ratios