Value Creation Advisory

Expertise When You Need it.

Even with a highly accomplished leadership team, nearly every company can benefit from an objective, outside viewpoint from time to time. Caldwell Value Creation Advisory Solutions was created precisely to provide this unbiased, expert external guidance.

To unlock new value creation opportunities, we pair our clients with external talent on an as-needed basis. In most cases, an advisory solution is a more nimble and cost-effective approach than an outside consulting firm or a traditional operating partner.

Benefit From an Informed, Outside View

Our advisors are highly accomplished operating executives and corporate leaders, with subject matter and industry expertise. These individuals are well-known to Caldwell, having worked as clients, candidates, and sources. Each has expressed an interest in providing their expertise to help to other companies succeed as well.

Whether the need is for a pop-up assignment, requiring one or two “expert advice calls,” or for a longer-term engagement involving weekly calls or meetings over an extended period, our advisors are ready to roll immediately. From detailed strategy development, to efficient execution, to ensuring institutional learning and best practice building, your Caldwell advisor(s) will create value.

Select the Experts You Need.

Because Caldwell understands the backgrounds and particular skills of each of our advisors, we can help you hand-pick the individuals best suited to accomplishing your objectives. Once your advisor(s) is engaged we will continue to monitor and support the relationship on an ongoing basis.

As your needs change from project to project, or even within a project, we can supplement the appropriate advisors by industry or area of expertise.

Our Advisors Can Provide a Wide Range of Hands-on Expertise. Examples Include:

  1. Mentor Your CEO and Executive Leadership Team.
  2. Educate Board Members and C-Suite Executives.
  3. Help Develop and Refine Your Business Strategy.
  4. Help Develop Your Execution Road Map.
  5. Develop Metrics, Identify Outside Resources, and Vet Investment Requirements.
  6. Provide a higher level of accountability and transparency.

Forward Momentum, Backed by Caldwell.

Contact a Caldwell team leader to learn more about how Value Creation Advisory Solutions can accelerate execution of your strategy.

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