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Jim Wanserski & Associates

Management and Consulting Services

  • About
    • Meet Jim
    • How We Work
    • Services
  • Executive Consultant
    • Capabilities Overview
    • Case Studies – Governance & Operations
    • Case Study – Executive Level Advisory
    • Case Studies – Mergers & Acquisitions, Due Diligence
  • Transformational Management
    • Capabilities Overview
    • Case Studies – Judicial Appointments
    • Case Studies – C-Suite
  • Speaking & Writing
    • Speaking
    • Practical Wisdom Blog
    • News
  • Contact
Wanserski and Associates

Executive Consulting Services — Overview

Wanserski & Associates offers customized and experienced resources and an array of proven operations, business consulting, and financial oversight services to ensure market-tested value and performance improvement for our clients (public and/or private companies).

Financial Operations and Business Consulting

Management needs vary by situation: across industry segments, from company to company, based upon perception, the initial problem-definition…and size.

  • Large public companies typically select consulting assistance from the roster of the most well-known and highest-quality-perceived firms.
  • Mid-size companies engage consultants via a more economic, “ROI pay-back” and value-priced approach; they are more likely to select resources outside of the classic “boardroom” names.
  • Start-up and smaller-but-growing-firms opt out of the big names due to cost, but have equivalent critical needs, sometimes “next-level-requirements”, or even “survivor” and turnaround issues.

This firm understands breadth, depth, strategy requirements, as well as business-plan design and execution, operational needs, and finance/accounting requirements.  Most importantly, we have likely been “in the chair.”  We also understand: the comfort of going with the brand names by the large client population; the reluctance of mid-size company management teams to depart from embedded or internal choices; or, the perception by the “small-but-growing firm” management team to observe, “with such credentials, they’ve got to be too expensive for us.”

However, why not call us for a conversation and ask?  The fulfillment of: assisting a start-up to get to the next level; dealing briskly, broadly, and analytically with cross-functional issues at mid-size customers; or targeted projects for large clients…we’ve seen all environments, and that’s why we ought to talk.

Capabilities, Services, and Selected Historical Assignments:

  • Advisory, project oversight and execution
  • Governance direction, guidance, and oversight
  • Risk management, prioritization, and mitigation action for downside needs or opportunity optimization
  • Business process and business plan reviews
  • Due diligence projects; deal readiness; metric identification and guidance
  • Best practices design, implementation, and monitoring
  • Operational improvements, business unit optimization, growth initiatives
  • Turnaround projects – direct project experiences include clients in a variety of industries
  • Proactive (or reactive) prioritization of compliance efforts relative to business objectives, regulator-required action, court orders, and resolutions.
  • Executive-level advisory services in business operations
  • Operational improvement and performance management
  • In-depth analytics and recommendations for under-performing companies
  • Subject Matter Expert/Expert Testimony:  Based upon the specific needs, applicable resources are available for such initiatives.  Examples from complex incidents and cases include:
    • innumerable days of testimony and document preparation,
    • 40+ hours on the stand between 4 days of depositions (in just one case);
    • civil litigation appearances, grand jury, and criminal trial experiences.
  • Fraud prevention and detection/remediation
  • Operational targets: accounting, finance, and reporting metrics linked

Resources are also uniquely geared to service: private equity firms, portfolio companies and management, home office owners and investors.

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