STRATEGY CONSULTING PRACTICE

Our Services

Strategy Consulting Practice

As the nation's leading advisor to early stage and lower middle market companies, CTPD Management Consultants is one of few firms built on a foundation of entrepreneurial principles, with an ethos of innovation and creative strategy.

The firm's expertise allows CTPD Management Consultants to find unique solutions specifically aimed at helping client companies grow with a slant towards concerns of an operational or financial nature, from advising early stage companies with growth strategy, to assisting mature operations in preparation for liquidity events.

CTPD Management Consultants' Strategy Consulting Capabilities

While no engagement is identical to any performed in the past, typical base engagements are focused on assisting clients to:

1. Examine optimal times for realizing a financing event and preparing the client for such an event;
2. Road-mapping to assist rapidly growing companies to maximize potential;
3. Identifying and evaluating new markets;
4. Re-evaluating mature markets as they relate to our client's product offerings and core competencies;
5. Primary (blind) market research to test customer attitudes and wants prior to or during product development cycles;
6. Determining most viable pathway for growth whether via organic methods or acquisition;
7. Advice on nascent technology commercialization and product development; and
8. Performing rigorous financial analysis to determine economic value-add of a proposed strategy in comparison to alternatives.

CTPD Management Consultants' strategy consultants possess a combination of real-world operational and entrepreneurial experience. This experience, coupled with strong academic credentials, leads to best-in-class execution which comprise both market theory and practical strategy.

Strategy Consulting Methodology

Over the past 10 years, CTPD Management Consultants’ work consulting early stage clients has created a best-in-class process blending proprietary methodologies along with traditional consulting modalities in order to create the most practical solutions when information is scarce or convoluted.

• Convene

CTPD Management Consultants interviews client, identifies areas in need of strategic exploration, creates project timeline, brainstorms potential solutions. Asking: What if?

• Diverge

CTPD Management Consultants develops working theory, develops analytical metrics, and commences research.

Asking: Why?

• Disseminate

CTPD Management Consultants presents raw research findings along with effect on base theory, also shares additional areas of interest discovered in diligence.

Asking: So what?

• Converge

CTPD Management Consultants works with company through a series of strategy sessions to determine actionable initiatives to accomplish project objectives.

Asking: What does this mean?

• Execute

CTPD Management Consultants works with client company to put the plan into action.

• Converge

CTPD Management Consultants works with client company to put the plan into action.

Our clients typically enter into their investment or acquisition process with a set of strategic goals and evaluation criteria. Further down the transaction pipeline, once a candidate has been identified and a transaction is underway, they formulate strategic go-forward plans for the target company.

Our Strategy Formulation, Implementation and Evaluation Practice assists investigating and resolving critical strategic issues surrounding the transaction and future plans. We ensure that the strategic objectives for entering into the transaction are being met. We identify challenges that may be inherent in the strategies pursued in future plans and work to refine and perfect such strategies if possible.
Read more about our Strategy Practice below.

1. Our Credentials
2. What We Can Do For You
3. Questions We Will Answer On Your Behalf

Our Credentials

The professionals who serve our Strategy Formulation, Implementation and Evaluation Practice have conducted strategic planning at a broad range of companies in a wide variety of industries, including financial services, retailing, information technology (hardware and software), telecommunications, electronics, and pharmaceuticals. They have in-depth expertise and specialized knowledge in strategic planning techniques and methodologies, as well as rock-solid "been there, done that" intuition.

All of our team members are recognized industry experts who have been responsible for the advancement of industry thinking on critical strategic planning topics. We take strategy very seriously. For us, just as Tiger Woods mastered the game of golf and Michael Jordan mastered the game of basketball, strategy is a discipline that can be mastered. Without doubt, our Strategy Practice professionals are world-class business strategists at the top of their game.

What We Can Do For You
Our Strategy Formulation, Implementation and Evaluation Practice professionals apply their expertise on your behalf to:

1. Intimately understand the target company's business and determine if it meets your strategic investment or acquisition criteria;
2. Evaluate all aspects of the post-transaction company's go-forward strategy, giving special attention to the company's position in the market and its ability to achieve desired business objectives, such as financial exits, revenue targets, and market share goals.
3. Compare and contrast alternative strategies to determine the best approaches for moving forward.

Questions We Will Answer On Your Behalf
We provide answers to important questions, such as:

• Does this transaction meet our goals? What is the revenue and profitability potential for the target? Are the operating and financial synergies that we are planning on realistic? Is the price right?
• After the transaction is complete, what strategies will we pursue and why? How are the strategies we are choosing better than alternative strategies? What are the risk areas that may result in failure if not properly planned for and managed?
• Is the market segmentation we are pursuing after the transaction on target? What marketing strategies make the most sense?
• How much time and money is necessary to execute the strategies? Do the ends justify the means?
• Are the go-forward strategies for the company in harmony with evolving trends in the industry? If not, what adjustments need to be made?
• Are our organizational resources and skills consistent with the strategies we are pursuing or are we overlooking the necessary prerequisite talent that must be in place for these strategies to be successful?