You have an idea, a vision. . .
Not everyone is an entrepreneur.
True entrepreneurs are a unique breed,
who share common characteristics:
I understand your uniqueness.
Active Listening
Brainstorming
Counselor & Trusted Advisor
Reality Checks & Smell Tests
Case Studies
Interviews and Information Gathering
Vision Sessions
Spreadsheet Modeling
Resource Identification
Business Plans
Work Plans
Mergers
Acquisitions
Sales and Divestitures
Partnerships
Professional Relationships
Business Development
Outsource CFO
Accounting & Bookkeeping
Banking Relationships
Business and Real Estate Lending
Debt and Equity Financing
Investment Offerings (Reg D / Reg A)
ESOPs
Outsource CLO
Legal Process Oversight
Partnership and Ownership Structure
Contract Review and Advisement
Litigation Advisement
Template Management
Outsource CCO
Government Entitlements & Approval Processes
Regulatory Compliance
Business Entity Setup & Renewals
Licensing
Business and Operational Process Design
Standard Operating Procedures (SOPs)
Software Migrations and Implementations
Personal Representation
Networking
Professional Service Provider Networks
Identifying and Reaching the Customer
Marketing Strategy
Customer Communication
Team Communication
Relationship Management
Messaging (including use of AI, Copyrighting and Editing)
Initial Setup & Structure
Governing Documents
Rules & Regulations
Building or Complex Management
Board Management
Developer-Controlled / Owner-Controlled
Capital Project Management
Accounting & Budgeting
Owner Communications and Relations
Research
Negotiations
De-escalation & Diffusion
Issue Resolution
Consequence Mitigation
Insurance
Process Improvements
Training
1/6
Dave has worked as an entrepreneurial consultant for nearly 30 years.
Hospitality and real estate development clients include: Brent Ferrin Associates (Western US), WesternTrust & Lespri Resorts (US & Canada), Newport Yachts (CA), School House Academy (UT), Wyndham International (TX/FL), Powder Mountain Ski Resort (UT), Park City Mountain Resort (UT), Deer Valley Resort (UT), Accor-Becton (Sydney, Australia) and Club Med (Paris, France).
Financial services client work includes helping WesternTrust build a substantial wealth management, tax accounting, estate planning law, and insurance brokerage family office.
Pursuits outside his career include sports (skiing, triathlons, marathon swimming, and basketball), music, community service, and an active spiritual ministry.
He is bilingual French/English.
Most importantly, Dave loves spending time with his wife, Kathy, their 5 children and 4 grand children.
Family is the source of all that is good in life!
Copyright © 2024 Concept Consulting - All Rights Reserved.
Powered by GoDaddy
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.