TRANSFORMATUS

𝗧𝗥𝗔𝗡𝗦𝗙𝗢𝗥𝗠𝗔𝗧𝗨𝗦 [trans-for-mat-us] means 𝙩𝙧𝙖𝙣𝙨𝙛𝙤𝙧𝙢𝙚𝙙. • Maximizing Private-Equity Value - Helping Private-Equity owners get the most out of their portfolio. • Guiding Family-Owned Businesses - Aligning the near and long-term needs of the owners. • Board-level Advisory Services - Ensuring strategies are sound and execution is on point. • Coaching and Assisting CEOs - Finding and pursuing a transformational path. • Strategic Diagnostics - Helping you unlock the full potential of your business. 𝗙𝗶𝗻𝗱𝗶𝗻𝗴 𝘁𝗵𝗲 𝗕𝗹𝗶𝗻𝗱 𝗦𝗽𝗼𝘁𝘀 – 𝗜𝗱𝗲𝗻𝘁𝗶𝗳𝘆𝗶𝗻𝗴 & 𝗳𝗶𝗹𝗹𝗶𝗻𝗴 𝘁𝗵𝗲 𝗚𝗮𝗽𝘀 Privately-held businesses have incredible flexibility and agility, but they are almost always limited in resources. The inevitable consequence is a gap in knowledge and experience of the team that creates “blind spots” for the CEO and Board. Identifying and filling these blind spots is the purpose and methodology of our approach. We focus on the “Big Picture” drivers of profit growth and provide the leadership the tools to execute. 𝗦𝗘𝗥𝗩𝗜𝗖𝗘𝗦 Strategic Check-Up The Strategic Check-up is a high-level scorecard, that can be done quickly and give you a hint of potential opportunities and threats. It is a great tool for CEOs and Boards to identify blind spots and measure progress. Strategic Opportunity Assessment The Strategic Opportunity Assessment is a comprehensive diagnostic for the business that provides a “deep-dive” assessment to flush out opportunities and weaknesses. CEO Advisory The CEO Advisory service provides an independent, experienced executive that provides counsel as a “peer”. You get honest feedback and advice that is objective, without the spin that often comes from within an organization. Board/Owner Advisory Serving as a formal or informal Board Member, this advisory service provides strategic guidance from an experienced executive to help navigate difficult decisions.