| Name | Title | Contact Details |
|---|---|---|
Kelcy Walsh |
Director, Consulting | Strategy, Technology & Transformation | Profile |
Steve Kass |
Chief Operating Officer | Profile |
Kendell Bryant |
Director - Strategy, Technology & Transformation | Profile |
William Craig |
Director, Strategy, Technology & Transformation | Profile |
Niraj Chatwal |
Director - Strategy, Technology & Transformation | Profile |
We serve as part-time or full-time interim CFOs, or work on a project basis to find solutions during periods of transition or critical need. Clients are typically closely held and/or managed, with our direction received from the CEO, owners, or the Board of Directors. We often work closely with executive managers to identify and resolve key issues and develop financial strategies supporting long term objectives.
AMBA is a Texas-based insurance broker that provides services such as financial planning, database management and marketing for members.
Veteran Benefits Guide (VBG) is a benefit advisory company dedicated to assisting U.S. Armed Forces Veterans in maximizing their VA disability compensation ratings and benefits. Founded by Joshua Smith, a former Marine and VA rater, VBG provides pre-filing and post-filing consulting services. The company is headquartered in Las Vegas, Nevada, and has experienced significant growth since its inception in 2019. VBG employs a team of trained case managers, many of whom have backgrounds in the VA, to offer personalized guidance through the claims process. Their services include comprehensive reviews of military records, tailored claim strategies, and support for filing claims independently. VBG utilizes proprietary software to streamline the claims process and has a strong track record, boasting a 90% client success rate for favorable VA decisions and a perfect 5-star Google rating. The company emphasizes a Veteran-friendly approach, ensuring accuracy and efficiency in navigating the VAs Compensation & Pension process.
Blue Giant Equipment Corporation is a prominent global manufacturer and distributor of loading dock systems and material handling equipment, headquartered in Toronto, Ontario, Canada. Founded in 1963 by Kurt Larsen, the company has celebrated over 60 years of innovation in the industry. Blue Giant began with mechanical dock levelers and hand pallet trucks, later expanding its offerings to include intelligent dock controls and air-powered loading dock equipment. The company provides a wide range of products, including loading dock systems, material handling equipment, HVLS fans, and ergonomic lift assist solutions. Their innovative Blue Genius Connect control panel enhances the management of loading dock operations. Blue Giant has received multiple awards for its products, including recognition in the Professional Door Dealer magazines "Best of Business Dealers Choice Poll" and a Bronze Award from Plant Engineering magazine. With a commitment to growth, Blue Giant relocated its headquarters in 2017 to a larger facility in Mississauga, Ontario, reflecting its dedication to expanding its capabilities in the material handling sector.