Advisory Board Services  

Who is helping you plan for your company’s future?

How do you figure out what external influences, events, and opportunities are going to have an impact on your company’s products and services?

In the midst of running a business’ day-to-day operations, it can be challenging to figure out where you want the business to be in the medium to long-term – and what changes to make to ensure you get there. It takes knowledge, skill and influence across a range of functional expertise. Approximately 90% or more of the information any company collects is about inside activities. The downside is that a winning strategy absolutely requires information about events and conditions outside the company. It also requires an unbiased, objective opinion – often challenging to get internally.

Who Does a CEO Turn To
for Leadership Support?

Advisory boards are composed of a group of business executives (sales, marketing, operations, technology, etc.), former bankers, and CPAs that are appointed to the company for the purpose of offering advice and support on a wide range of areas that are relevant to the organization. Company issues that can be addressed by an Advisory Board include:

• Sales
• Marketing
• Administration
• Strategic Planning
• Financing
• Technology
• International matters
• Innovation
• Industry Trends
• Acquisitions
• Succession Planning
• Competitive Intelligence

An Advisory Board offers “guidance” versus the intent of a Corporate Board, which provides “governance.” By chairing quarterly Advisory Board meetings composed of hand-picked experts, the President learns much about his/her business – including its strengths and opportunities, and how to move it to the next level. An important additional advantage is the opportunity for the President to learn much about him/herself – providing high level executive support and development that is often unavailable to them in the course of running the day-to-day business. The help that an Advisory Board provides is support in the decision-making process, including providing an objective assessment of the management team. By providing an alternative, unbiased view, they can help you be sure that you have the right people in place to take your company to the next level.

Why an Advisory Board?

  • Provides independent, objective, “out-of-the-box” thinking on critical issues - with no hidden agenda
  • Access to mentoring and guidance on a senior executive level
  • Creates a continuing dialogue with experts possessing invaluable experience
  • Gives access to executive talent your company might otherwise not be able to afford or hire
  • Helps provide focus and input into long term company strategy
  • Delivers a proven, low-cost method of obtaining cutting edge advice

Hear from entrepreneurs using
 Advisory Board services:

“I had a vision, but I didn’t know how to really accomplish it.” “With the advisory board’s help, the company has done substantially better in a difficult market.” “You have to admit what you don’t know and admit what other people know to get results.”
- President
Environmental services company
- Owner/President
Automotive industry company
- President
Metal products company


Why RossFialkow Capital Partners?

We create real working boards to help better your company and support your leadership efforts. Getting off on the right foot requires a proven game plan for recruiting, structuring and executing Advisory Board activities. Our services allow you to reap the benefits of board input faster – by identifying and recruiting the right mix of talent and experience specific to your company’s needs. We bring to your boardroom table:

  • First hand experience in the challenges and problems facing entrepreneurs
  • Over four decades of experience in advising privately held companies
  • Concentration and focus on mid-size, privately held and family-owned businesses
  • Extensive business and community contacts available for board participation
  • Assistance in setting goals and objectives for Advisory Board creation
  • Effective, personal relationships with top financial institutions

Talk with us – we know the people that can help you create the business you want by taking the business you have to the next level. Fortune 500 companies have advisors - doesn’t your business deserve the same attention?


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