• A chairman complained, “The regulators have ordered the board to assess its own effectiveness and come up with recommendations for improvement. Our board doesn’t understand its role and accountabilities. Can you assess the board’s effectiveness with in 30 days and really produce results?”
  
• “We tried everything-earnings improvement, strategic planning, team build and retreats. Nothing seems to work. We are not adjusting to the new challenges. Our board and management team needs better financial and management discipline yet we don’t want to lose our sales and entrepreneurial sprit. We’re not sure the CEO can make it happen. Can you help move us in the right direction and turn things around?” asked three frustrated board members and owners of an insurance holding company.
  
• “Our company has outgrown the CEO and the board. We need new ideas, skills and energy. How do we transition without causing major turmoil? Can you help define the role of the new CEO and the criteria for directors?” asked the new Chairman.

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• The president of a financial holding company said, “We've made a number of acquisitions, but we’re not hitting our objectives. We think it has to do with management teams we are inheriting. We seem to lose the strong players. It takes a year to sort out. Can you assess the acquired executives and help us make this acquisition successful?
  
• A Vice Chairman of a major financial services group asked, “'I’ve inherited three major business units as a result of the merger. Can you help me and the business unit heads select and motivate the best talent from 85 executives in 90 days?
  
• “Before we invest another $5 million in this company, could you assess the management team, strategy and any other issues we should be concerned about”, asked the venture capital director.
  
• Shall we combine our profit making data center with a software group we acquired two years ago and who should run it? Asked the new CEO of the holding company.

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• “We are a start up company looking for talent, credible contacts, funding and expertise. Can you help us move to the next level?” Asked the founder of a company with a proven product who was ready to launch.
  
• “We are an early stage company looking for funding. For stock, can you develop our message, bring in senior advisors, and recruit a celebrity CEO and board so we can attract investors?” Asked the founder/CEO with limited cash
  
• “We have a great ministry with tremendous potential to evangelize the world through effective education of children. Can you help us motivate our board, craft a compelling message and stage a “road show” that will help us expand?” asked the CEO of a powerful Latin American ministry preparing for a global launch.
  
• We need to create a strategic alliance with a major bank’s wealth management group, Can you arrange a meeting, develop the presentation and so we can create a profitable partnership with the bank?,” Asked the head a national independent marketing grout of 100 top life insurance producers.

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