I work with public and private companies, and professional services firms, bringing support options that increase profitability, improve sustainability, groom the next generation of leaders and owners, and ultimately provide guidance with transferring leadership and/or ownership. Business solutions are strategic in nature in governance, operations, sales and marketing, leadership development, and finance, and include guidance in both organic and inorganic growth. We have a targeted competency in developing and assessing the effectiveness of sales compensation plans in achieving the revenue and margin objectives of companies, with sales forces anywhere from five to 10,000 sales professionals. The main difference between Integrated Growth Advisors and other firms is we don't just advise; we will work with you to implement the strategies and plans we help your company or firm develop.I am responsible for prospecting new clients, cross-selling other support to existing clients, for identifying and working to establish strategic alliances that are mutually beneficial to all parties involved, and for ensuring service delivered meets or exceeds client expectations. I also manage our M&A Practice, which helps firm and business owners prepare the businesses they have built for sale, and finds acquirers that are logical strategic and cultural fits for those businesses. We also help prospective acquirers by identifying acquisitions that fit their strategic objectives, introducing them, and helping negotiate, close, and integrate the firms/companies they acquire.

Trafalgar Companies is composed of three firms that act in a Cooperative Capability and Talent Trust: Trafalgar Cyber Solutions, Trafalgar FIRC™ and Trafalgar Audit & Advisory. Together we are dedicated to providing expert consulting services in the areas of Compliance, Internal Audit, Risk Management and IT Risk Advisory.

• Prospected clients and close opportunities. Met with Board members, CFOs, Controllers, VPs of Finance, Chief Audit Executives and Directors of Internal Audit, to discuss, on a peer-to-peer level, their companies’ risk, controls, and compliance challenges. Size of clients ranged from pre-revenue biotechnology companies to Fortune 100, including private and publicly-traded companies, as well as higher education institutions. • Managed sales territories in Eastern Canada, and the Northeastern and Mid-Atlantic regions of the United States. • Assisted in managing relationships. Working with the Service Delivery Team, made sure service delivery is meeting or exceeding expectations. Maintained ongoing relationship so that additional services could be identified and contracted with the client, across silos of the company. • Worked with Service Delivery to tailor proposals to the specific needs, cultures, and regulatory or competitive environments of prospective clients.• Working with Service Delivery management, developed and launched outreach programs to target service opportunities in Business Continuity/Disaster Recovery Planning, PCI Compliance, Construction Audit, Data Analytics, Mining Construction Audit, Massachusetts Privacy Act, Enterprise Risk Management, Model Audit Rule, and Credit Union Regulatory Compliance (Ontario: Bylaw 5). • In the down economy, used effective cross-selling to increase services being provided to existing clients.• Built alliances with regional and international CPA Partners, in order to penetrate new client companies, to the mutual benefit of CSI and the CPA firms.• Utilized Sales Outlook. Helped convert Control Solutions to SugarOnDemand, then to Salesforce.com CRM system.