Provide Solutions with Our Whiteboarding Sessions

Our Whiteboarding Sessions are intensive, one half or one full day discussions custom-designed to the needs of the customer in order to respond to the specific issues and objectives that have been raised by the CEO, the Head of Sales, various members of the senior management team, board members or investors.

Based on analyzing five basic business categories, our Whiteboarding Sessions quantitatively and qualitatively focus on the business as it relates to the company’s core competencies, the management, the market, the Sales and Marketing processes and the financials.

“The Business Analysis” Whiteboarding Sessions encompass all of the operational and management categories of the company in its current and projected business environment. At the end of the session, the CEO or the head of Sales is provided with the following:

  • Specific recommendations for improvements
  • An outline of an implementation model to move forward
  • Specific "Next Steps" in order to get to an overall growth plan

If you want...

...we then continue to work with senior management in any of the following roles that assist the company in achieving its objectives:

  • Business or Strategic Planning 
  • Sales & Marketing Optimization
  • Senior Management Coaching 
  • Customer & Market Research 
  • Organizational Management 
  • Interim Management Execution 
  • Venture or PE Fundraising


As with all of our consulting processes, we have a simple pricing model, which is the same for all of the members of the firm and with all of our customers. Just connect with any of the senior partners, and we can take you through the formula.  For project-based assignments, of course, we provide you with a not-to-exceed budget


Let's discuss what you have in mind. Just email any of the senior partners:
-Jack Derby at,
-George Simmons at, 
-John Routhier at, 
and we will set up a conference call to discuss your ideas and objectives.