We are a company dedicated to helping and protecting the clients we serve and the businesses they represent. Too often, business owners are blindsided by legal issues that, without the right guidance, could easily disrupt or destroy the business they have worked so hard to build.Our Principal Consultants have all been CEOs and/or Founders of major business enterprises. Many have also been Chief Legal Officers. We act as your partner and guide, helping you manage lawyers, budgets, and legal objectives. With decades of strategic experience, we can help you grow, avoid pitfalls and capitalize on opportunities other companies miss – allowing you to focus on what you really want to do, grow your business!Business Legal Management’s members have been CEOs or C-Suite executives in successful companies, they have supervised and managed issues involving hundreds of millions of dollars, and negotiated countless business opportunities. This is the only place to put that kind of experience on your management team for a graduated fixed subscription pricing model that you can afford.

PHiG Holdings, LLC is an international consulting and business development partnership focused on identifying and developing successful small businesses through market analysis, funding, sales strategy, training, and process improvement.• Conduct business analysis to determine acquisition feasibility and development potential. • Research and develop strategies, operations, and marketing plans to support business development. • Recruit and train key executives to manage individual businesses and execute specific business development plans. • Maximize business profitability by increasing revenue potential and production while controlling costs and expenses.• Gerson Lehrman Group (GLG) authorized Consultant – Contracted in multiple consulting agreements to support various businesses in their market research and analysis.

CMS Nextech is America’s largest independent self-performing commercial HVAC-R service provider. To drive further rapid growth, the founder hired me to address specific revenue concerns, provide new perspectives on company growth, and strengthen the existing executive team.As CSMO, I created high performing teams that drove significant results in brand equity, customer expansion, and revenue growth.Marketing: (Customer Attraction) Achieved 79% increase in online rating index; 300% increase in lead generation• Created new marketing team by defining clear objectives with meaningful metrics to measure success and recruiting staff to fill identified roles.• Planned and executed detailed marketing strategy focused on increasing brand equity and exposure. (web, social, print, tradeshow, PR, and more)• Initiated project targeting online reviews and ratings. Achieved 84% increase on Google (2.5/4.6); 65% increase on Indeed (2.6/4.3); 86% increase on Glassdoor (2.2/4.1).Sales: (Customer Acquisition) Achieved 322% to annual new sales (revenue) target; 576% YOY• Restructured sales team to address additional markets, target specific customer segments, and create career paths. • Designed commission and incentive programs to promote maximum effort toward revenue targets.• Defined 7-stage sales funnel with clear objectives and metrics for progressing potential clients.• Negotiated contract and drove development/launch/adoption of SalesForce CRM.Account Management: (Customer Growth) Achieved 44% annual YOY revenue growth; 78% reduction in customer churn• Created new account management team to proactively drive engagement and customer relationships. • Developed Account Matrix to assign accounts to managers based on determined metrics.• Designed unique bonus program with clear objectives and metrics to drive maximum revenue performance.• Instituted Monthly Account Scorecards and Quarterly Business Reviews to consistently identify trends and opportunities.

Led a critical overhaul of an underperforming sales channel. Rebuilt $400 million P&L. Mentored a 60-member management team and indirect reports, influencing performance of 300,000 independent representatives.Board Relations & Event Management• 2% YOY advancement in selling, general, and administrative expense incurred by instituting an inaugural three-year budgeting, reporting, and governance process garnering leadership and board approval.• Distinguished as a top presenter and invited to speak at key events by delivering numerous compelling presentations for large audiences.Leadership & Strategy Development• 1000% surge in recognition activity obtained and 15% downtick in recognition expenses realized by overhauling the recognition strategy and employing the new initiative as a key performance driver.• Delivered clear and consistent communication to the sales team by producing and hosting a weekly web show viewed by thousands of staff, partners, and independent sales representatives throughout North America.• 20% spike in membership sales delivered and enabled an all-time record high for 22 consecutive months by revamping the commission structure, incentive programs, and recognition initiatives.• 22% escalation in profitability generated, and 17% expansion in the average revenue per membership garnered, and 12% gain in membership sales cultivated through market analysis, increasing prices, introducing bundling strategies, and initiating product development to align with current trends and consumer needs.• 12% uptick in sales created and fostered 22 consecutive months of continued growth by cultivating a high-performing leadership team through professional development and career advancement efforts.

Optimized and aligned people strategy. Served as a member of the executive management team appointed by the board. Positioned company for profitable sale after five-year private equity oversight. Oversaw $500 million in revenue, $100 million in annual profits, and 800 personnel.• 46% decline in new employee turnover cultivated through comprehensive enhancement of the onboarding process from the recruiting process to the annual review.• 18% hike in employee satisfaction attained, 7.7% proliferation in employee morale captured, and recognized as a “best place to work” by launching a cross-functional team to address employee concerns and implement morale boosting methods.• 15% reduction in payroll achieved and 5% abatement in the executive payroll accomplished by spearheading a cross-functional team to align organizational, departmental, and staff structures to meet current needs and future growth expectations.

Collaborated with leadership and stakeholders to establish a training and development function.• 60,000 personnel supported by directing the design and rollout of comprehensive content development, curriculum planning, and a learning management system portal.• Hosted multiple annual international conventions by directing all aspects of event management including site and vendor selection, theme and content development, graphic design, marketing, and budgeting.• 104% enhancement in online rating accomplished by administering a brand reputation initiative to monitor and address negative online reviews and ratings.• Launched a corporate and field training department in 30-days and completed the first project wave in six-months by developing a strategic framework, negotiating the timeline and expectations, and securing a budget.• 25% spike in productivity enabled by collaborating with the senior executive team to introduce a digital, mobile, and social training platform.• 43% growth of program knowledge as rated by test groups won by developing and implementing monthly launch packages for utilization by 44 vice presidents for national and international sales meetings.

Supervised wholesale distribution and drove net sales gains from national, regional, and specialty reseller accounts. Led sales, marketing, training, merchandising, and incentives programs while managing corporate and field teams.• Developed a high-performing team leadership by managing the sales team and support staff for significant national and regional accounts.• Exceeded the annual sales plan within the first 90-days by leading a new account launch team in the creation of a product and marketing plan, merchandising strategy, training schedule, fixture design, and inventory management.• Recognized as strategic partner of the year through effective communication, consistently exceeding sales milestones, developing strong relationships, and sharing detailed analysis of needs and opportunities.

Maximized $15.6 billion sales potential. Delivered strategic sales and operations training projects for multiple business lines and retail formats. Facilitated national events and programs. Introduced continuous quality improvement initiatives. Administered a $4.2 million budget and supervised 19 team members.• Bestowed the chairperson’s recognition award by directing the development team that devised collateral, training content, sales aids, and launch strategy.• Directed all aspects of multiple training events by coordinating site selection, theming, budgeting, accommodations, food and beverage, agenda planning, audio and visual production, and content development.