Executive Consulting

Trainings, workshops, and services to guide leadership, increase industry knowledge, and create strategic opportunity.

  • Interim Leadership


    • Leadership to Navigate Change
    • Interim executive leadership
    • Interim department management
    • Ensure business continuity
    • Improve staff confidence
    • Evaluate teams and processes
    • Identify high-performing staff
    • Assist permanent replacement

  • Executive Search


    • Locate and Hire Industry Experts
    • Executive and management roles
    • Evaluate talent
    • Conduct interviews
    • Negotiate terms
    • Check references
    • Manage closing terms

  • Strategic Planning


    • Grow membership
    • Develop product
    • Launch new markets
    • Review business operations
    • Navigate competition
    • Develop project plans
    • Implement strategic initiatives
    • Market and business strategies

  • Acquisitions


    • Planning, Selection, and Support
    • Prepare the business
    • Create a compelling story
    • Develop decks and collateral
    • Engage investment bankers
    • Prepare Investor presentations
    • Advise about the process

  • Retreats & Camps


    • Develop Teamwork and Leadership
    • Conduct executive retreats
    • Plan broker incentive trips
    • Organize sales camps
    • Develop team building activities
    • Conduct broker events
    • Plan business and social events

  • Training


    • Grow staff knowledge and ability
    • Management skill training
    • Teach business processes
    • Train new leadership
    • Develop high potential staff
    • Revitalize staff moral
    • Build a team environment

“I had the opportunity to work with Mark on a highly complex TPA transition project. From the very beginning, Mark was professional, detail-oriented, and fully committed to ensuring the success of the initiative. He set clear priorities, kept all stakeholders aligned, and made sure project deadlines and key deliverables were met. Thanks to his leadership, the transition was completed on time and with minimal disruption. Mark has a unique ability to balance strategic vision with day-to-day execution, giving everyone involved confidence that the project would succeed. I would highly recommend him to any organization looking for a consultant who can guide critical initiatives with precision, reliability, and professionalism.” Assistant Vice President, Client Services - Insurance Carrier