Add an experienced CEO to your growth team.
Gain ongoing access to real-world experience and perspectives to help your leadership team BREAK THE MOLD™ of conventional thinking and grow with intention.
“[Alan] knows the advisory, accounting, and consulting space as well as anyone. He has achieved great success and is a no doubt one of the top leaders in our industry.”
Steven Castino | Chief Growth Officer, Rehmann
Grow with someone who’s done it before.
As an advisor, I am available to CEOs and leadership teams on an ongoing basis to help you navigate friction points and achieve your growth goals. I apply my knowledge and experiences from my time growing Baker Tilly US from $475 million to $1.5 billion in revenue during my tenure as CEO.
Advisory Topics May Include
Organizational Strategy
Shifting Mindsets and Creating Alignment
People Acquisition and Development
Business and Market Development
Technology and Automation
Merger and Acquisitions
Who is it for?
CEOs and senior leadership teams who believe their growth is imperative to solidify their position as a sustainable and relevant firm for years to come.
How does it work?
I am available to CEOs and senior leadership teams on an ongoing basis to meet with individuals, host group sessions, and design and execute growth strategies within your organization.
How will it benefit my organization?
While workshops are designed as one-day experiences, advisory work is for organizations that want an active, ongoing partner to assist in their growth and scale efforts. As part of your team, I’ll apply my real-world experience and knowledge to help your organization navigate roadblocks and friction points on your path to growth,
“Alan’s expertise and experience illuminated the path forward, emphasizing the importance of innovation, client-centric services, and a "focus on greatness" in our journey to remain an exceptional accounting and consulting Firm in this evolving marketplace.”
Christopher McElroy, CPA | Co-Managing Shareholder, Schneider Downs
Your future growth starts with bringing on the right partner.
If you’re ready to explore how I can help your organization overcome friction points and empower new growth, here’s how the process works.
Every conversation starts with a discovery call.
Fill out the form and schedule a call with me to discuss your organization’s current state and growth goals.
Receive a proposal.
If there’s a mutual fit, I will craft an ongoing advisory proposal tailored to your organization’s needs.
Begin your growth journey.
Once reviewed and accepted, the advisory relationship often starts with an in-person session at your headquarters.