About US

Mission and Vision

Our mission is to develop for our customers actionable roadmaps to maximize positive results.

Our vision is to be an agent of change and to transform every organization with whom we engage into a better, more agile, more intentional and more profitable enterprise.

Why and How

The time of the lone ranger consultant has passed. An ever-growing and fantastic network of multi-discipline-specific professional experts exists to tackle the varied needs of businesses.

An honest, confidential conversation is needed to start; think of it as a discovery to understand further, clarify, and understand where the challenges lie. The next step is connecting the challenge with possible solutions. And then, and only then, should you decide to engage the proper professional support needed to either maximize the opportunity or get rid of the obstacle.

Just as important is recognizing that the use of advisors/consultants is not, in any way, a sign of an internal lack of capabilities. Instead, it is a recognition that a faster time-to-results use of subject matter experts temporarily presents valuable opportunities to manage opportunities and jump ahead of competitors. Advisors/consultants bring knowledge and also create time.

Yes, advisors/consultants create time. The business must continue to run, and outside and temporary support from business experts allows for parallel running of the business and addressing of the business opportunities that new revenue sources, better processes, and highly engaged human resources provide to the companies that have decided to lead and generate above average returns for all stakeholders.

Our principal, Miguel Montero, has over 35 years of management consulting, line management, and staff-role experience, with senior-level executive experience in multiple industries, including retail, computer and information systems, distribution, compliance, data, and analytics. Miguel has an undergraduate degree in Management Information Systems, an MBA in Finance and Operations. He is certified by the Corporate Finance Institute (www.corporatefinanceinstitute.com) as a Financial Modeling and Valuation Analyst (FMVA).

Contact us at [email protected].