practice areas
BARDadvisory offers broad, deep and relevant expertise to help manage, grow and govern your business.
I bring a unique skill set spanning all areas of the financial services organization – that are hard to find in one person.
© spacex
pre-launch
The pre-launch "to do list" for a firm or fund can seem daunting. I help with entity formation, service provider partnerships, and creating the operational infrastructure. I'll walk you through the process and get you up-and-running quickly.
© wikimedia commons
organization + strategy
Whether you're drafting the first business plan or are at an organizational inflection point, I can help you build, scale or streamline. I'll ask questions, you'll share the vision, and we’ll draw up a game plan to get you there.
© merriam-webster
​
governance
The integrity of your board has never been more important. I've been a director, trustee, committee chair, and board observer. I've also been an officer of a public company. If you are looking for an advisor who knows what it means to be a fiduciary, we should talk.
ted cullen © the new yorker
raising capital
Whether you're looking for a loan or a ticker symbol, there’s a lot to do before you talk to bankers, attorneys, and accountants. I can help you make an optimal first impression.
© european sports photographic agency
revenue generation
Marketing, sales and investor relations are your lifeblood. I can help you assess client interactions, critique your messaging, evaluate new products and consider new distribution channels.
© paramount
what else
There are other ways I can help: as outsourced COO, operational and compliance assessments, ESG analysis, expert testimony, valuation, HR and training, compensation reviews or consigliere.