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Is your company facing tough decisions, looking for growth, or exploring alternative paths for the future of your firm, your clients and your people? A third-party advisor or board member can help bring new ideas, critical commentary, and experienced support to your management team.

When it comes to establishing a well-functioning board or committee, multifaceted representation is a key element. Boards and committees should be well rounded and include different disciplines, expertise, and business management knowledge. Tom is a CPA with over 25 years of experience as the partner and CFO of a successful NYC wealth management firm. Having served or presented as CFO on various boards of several regional and national wealth management firms and a college endowment, Tom has substantial on-board and on-committee experience. Having led numerous projects in areas such as strategic growth, mergers, finance, employee compensation and retention, accounting, billing, client reporting, firm administration, and marketing, he can be an experienced advisor to your board, committee, or project team.

With well-structured board of directors, advisory boards, and steering committees, companies pave their way for success through multi-representational advice and a variety of perspectives and experiences. To support companies in their efforts to establish more representative panels of board and committee members, Four Leaf Business Consulting will join advisory boards, boards of directors, and other project-specific or steering committees to provide thoughtful, constructively critical input that will offer more complete insight for leadership and management to inform business decisions.

Does your company need a trusted and experienced advisor to have a seat at your table?