Strategic Consulting


“There just aren’t enough hours in the day to manage all you need to do. What might be taken off your plate?”

As a CEO or senior executive, your ability to envision the future and embrace opportunities helps propel the company to succeed. Let our Business Services Group help you navigate the dynamic landscape of risks and regulations while capitalizing on timely advantages, leaving you more time to focus on what you do best: run your business.

Our Business Services Team stands ready to help you to plan and execute key business strategies as well as to connect you to the resources you need to help you be prepared: Business and personal financial plans, risk mitigation and safeguarding the business, recruit and retain talented professionals, and transition planning to the next chapter.


The following is a general list of the core areas of our Advanced Consulting Services Model. If you need assistance with a category not listed, please ask.


Compensation and Retention Consulting  

  • Compensation and Retention 
  • Board of Directors Compensation
  • Not-for-Profit Compensation
  • Restructure Compensation
  • Compensation Risk Assessment


Incentive Plans

  •  Annual Incentive Plans
  • Supplemental Executive Retirement Plans (SERPS) 


Restructuring Services

  • Mergers and Acquisitions
  • Golden Parachutes/Change of Control Agreements/Funding


General Strategy

  • Succession Planning
  • Business Continuity Planning
  • Business Structure and Cash Flow
  • ESOP
  • Unsolicited Purchase Offers for Your Business
  • Managing Shareholder Value
  • Board Development and Guidance


For more information, contact Todd Kletter, Director - Business Services Group at (518) 867-4000 x104 or