Welcome to The Advisory Circle - Marketing, CFO, Accounting and Human Capital Solutions

rleach@theadvisorycircle.com

Robert Leach is a partner of The Advisory Circle. Robert is a advertising and marketing professional with over 20 years experience in sales and marketing working with small and fortune 500 companies.

Robert assisted in the media launch of a radio station that was sold within one year for over 4 million dollars in Syracuse, New York; created and negotiated the media launch for 21 steps to homeownership with Hall of Famer Dominique Wilkins. He has created successful advertising and/or sponsorship campaigns for Freddie Mac, Campbell’s Chunky Soup and Coca-Cola to name a few. In addition, his commitment to researching clients target audience and being detailed with his marketing concepts has given him the opportunity to help thousands of businesses increase sales.

He is known for creating and executing advertising campaigns using traditional and non-traditional media to maximize marketing budgets. In addition, he has created an initiative to empower the advertising knowledge of business owners through seminars, books and speaking engagements.

Robert holds a Bachelors of Science and a Masters of Business Administration from Syracuse University.

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

Robert E. Leach

Solutions

Marketing, CFO, Accounting, and Human Capital Solutions

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