Areas of Consulting

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• Financial and Organizational Sustainability Coaching and Facilitation ​​

  • Mission and financial capacity alignment planning

  • Action steps for strategic planning and accreditation

  • ​Board and leadership team retreats and working sessions

  • One-on-one sustainability coaching

  • Succession planning 
     

• Viability Analysis and Planning

  • Merger analysis and planning

  • Intergenerational equity examination for major initiatives 

  • Ongoing feasibility analysis for struggling colleges
     

• ​​Enrollment Management and Institutional Advancement Audits​​

  • Personnel and structure assessment

  • Return-on-investment analysis
     

• Financial Modeling Consultation

  • Fiscal stress testing (market capacity, philanthropy, and debt load)

  • Integrated revenue and expense assessments

  • Resource optimization analysis