Wall Street Expertise.
Two Decades of Experience.
Now Crafting Your Success.
Engagement Models
Strategic Advisory
Perfect for: Leaders seeking ongoing guidance and strategic support
- Regular, schedule strategy sessions
- Framework development
- Progress tracking
- Implementation and accountability
Project-Based Solutions
Perfect for: Specific initiatives or challenges involving targeted actions and goals
- Focused scope of work
- Clear deliverables
- Defined timelines
- Measurable outcomes
Growth Workshop
Perfect for: Teams and businesses seeking strategic alignment
- Intensive strategy session
- Team alignment
- Action plan development
- Implementation roadmap and check-ins
Why This Approach Works
Battle-Tested Strategies
Not theories. Not maybes. Proven approaches that built industry-leading brands and can do the same for you.
Results That Matter
Growth isn't about fancy presentations. It's about measurable impact. Michelle delivers strategies that translate directly to results and revenue.
Unfiltered Truth
Want sugar-coating? Look elsewhere. She tells you what you need to hear, not just what you want to hear. Your success depends on transparency and real insights.
Ownership Mindset
Your goals become Michelle’s mission. When she commits to something, consider it done. No excuses, just results.
Growth Acceleration Services
Exit Planning
As a Certified Exit Planning Advisor (CEPA) actively involved in a multi-generational family business, Michelle understands exit planning from both sides — theory and reality. Her dual perspective, plus her expansive network of exit planning professionals and specialists means you get an exit strategy that works in the real world.
Maximize Value, Transition Strategically
Unsure about your competitive edge?
Need a clear path to maximize worth?
Want to ensure a smooth sale or transition?
Looking for the right timing?
What You Get:
Comprehensive valuation insights
Strategic value enhancement planning
Access to a network of professionals for specific needs
Transition framework development
Family business dynamics navigation
Wealth Management
Starting her career in one of the most coveted wealth management programs on Wall Street, then transitioning to support RIAs and financial advisors with investment products for the next 20 years, Michelle brings a unique understanding of financial planning needs and holistic wealth management for clients.
Scale Your Practice, Maintain Your Edge
Looking to elevate your client's experience?
Need to more effectively leverage technology?
Aiming to scale with greater efficiency?
Seeking strategic partnerships?
What You Get:
Growth strategy development
Team structure optimization
Client acquisition strategy and review
Partnership and network ideas
Operational efficiency planning
Sales
Michelle's expertise in establishing sales teams and distribution networks provides you with tried-and-true strategies for achieving success. She has a deep understanding of point-of-sale dynamics,
relationship management, and multi-faceted firm partnerships.
Convert Sales Strategy into Revenue
Looking to enhance your conversion rates?
Need to optimize sales processes?
Want to boost your team's performance?
Seeking sustainable organic growth?
What You Get:
Sales process optimization
Team structure planning
Performance metrics framework
Growth strategy alignment
Client acquisition planning
Marketing
At the heart of effective growth is the harmonious blend of marketing and sales. With experience in numerous rebranding efforts and client experience initiatives, Michelle knows how to create impactful experiences and messages that resonate, motivate, and propel measurable growth.
Stand Out and Rise Above the Rest
Need to differentiate in a crowded market?
Want to strengthen your brand presence?
Looking to enhance market visibility?
Seeking better client engagement?
What you get:
Brand strategy development
Marketing framework design
Content strategy planning
Digital presence optimization
Client communication planning
Distribution
With extensive experience in establishing distribution frameworks for leading brands, Michelle has a keen understanding of how to craft go-to-market strategies that yield genuine value. Her insights from both ends of the industry enable her to identify and seize the most suitable opportunities.
Broaden Your Market Influence
Need to expand your reach?
Struggling with distribution strategy?
Want to optimize market presence?
Looking to scale effectively?
Seeking distribution efficiency?
What You Get:
Market positioning strategy
Distribution framework design
Partnership strategy development
Team structure planning
Channel optimization
Asset Management: Private Markets
Michelle's experience across both wealth and asset management, as well as value growth experience within a privately-held business gives you a comprehensive view of private market opportunities. She will help you understand, identify and access opportunities.
Unlock Extraordinary Opportunities
Looking to learn more about alternative investments?
Need to evaluate private market opportunities?
Want to expand your investment horizons?
Seeking strategic partnerships?
What you get:
Opportunity assessment framework
Strategy development
Partnership identification
Risk evaluation
Allocation planning
Asset Management: ETFs
Having developed and expanded ETF businesses at three prominent asset management firms, Michelle possesses key insights into the main factors that fuel success in this sector with intermediaries. Her diverse experience over the years effectively connects product development with market adoption.
Turn Product Offerings into Assets under Management
Need to differentiate your offering?
Want to enhance market penetration?
Looking to improve distribution efficiency?
Seeking a stronger market position?
What you get:
Product strategy optimization
Market positioning framework
Distribution channel alignment
Team structure planning
Growth metrics development
Ready to Accelerate Your Growth?
Let's discuss your vision for the future.
Schedule an initial consultation where we will discuss your objectives and ideas for achieving them.
Ready to Accelerate Your Growth?
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