Consulting and Facilitation

Strategic Planning

Communicating a viable and well-timed strategy sets the foundation for organizational success. A strategic disposition engrained at the Board level contributes to a responsive, alert, and competitive business. A well-articulated strategic plan provides your organization a roadmap for applying the Board’s vision in daily life and helps harness collective efforts towards common strategic objectives. We work with Boards to identify, adopt, articulate and implement winning strategies through analysis, process development, education, strategic facilitation, and strategic plan preparation.

Mergers & Acquisitions

As the trend of Mergers & Acquisitions continues across Canada, we use a proven process to support organizations evaluating mergers, facilitating pertinent topics, building business cases and implementation.


We evaluate Board and CEO performance. From customizing assessments to facilitating action plan development, we deliver Director self assessments, peer evaluations, committee evaluations, board evaluations, and CEO evaluations.

Expert Financial Analysis

Upon request of the Board or Management Team, we provide a third party review of your organization’s financial statements. We identify trends, highlight abnormalities, assess for strategic congruence, and develop white papers for discussion.

Board Profiling

We support Boards to effectively recruit new Directors. We develop and/or update a Director Competency Policy, benchmark existing Directors’ competencies to the policy, report on existing gaps, and support the recruitment of qualified directors via interviewing and recommendations.