Welcome

The Owner’s Representative is a resource for early to mid-stage investor backed companies, small businesses and non-profits that helps to design and implement innovative and smart financial systems, operations, and marketing campaigns.

We function in an interim or part-time capacity, working as part of your team to optimize revenue and operational performance, design fiscal turnarounds, improve sales and marketing performance or simply keep things running smoothly.

Our clients are typically looking outside their own entity for one or more of the following reasons:

• Capacity
• Speed
• Expertise
• Innovation

What differentiates The OR is both our approach – as consultants but also implementation specialists who roll up their sleeves to get the job done – and our commitment to the emerging business and non-profit arenas.

Over a ten year period, we have developed proprietary tools and a unique approach to our work. We use tools and methods that have demonstrated success, but also approach every engagement with a fresh eye. And we always strive to foster a strong sense of teamwork with our client partners.

The exact nature of each engagement is tailored to meet client needs and budgets and can include:

• Short term analysis and re-organization – The OR’s “5 Step Plan to Financial Success” – An Affordable Way to a Stronger Future
  • – observe (your culture, operations, processes, staff in motion)
    – assess and interpret (successful strategies, opportunities, points for leverage)
    – design (infrastructure, contracts, business flow)
    – implement (selected solutions)
    – review (quality control)
• Long term, part time outsourcing of CFO, CEO, Executive Director and/or COO functions – engagements can last from months to years as needed

We have also adapted skills and practices from the corporate and commercial worlds for the benefit of smaller organizations and non-profits. We focus on delivering meaningful and concrete results that help your business or project succeed.