Alliance Advisors Projects


Operations Support

Forklift Delivery

A rapidly expanding business that witnessed explosive growth over the previous four years and which lacked experience to manage such growth retained Alliance Advisors. We realigned their business practices, including sales management, financial strategy, communications, and operations. Our team implemented a CRM program that improved communications and job tracking. We recommended a change in accounting firm, which greatly improved their financial reporting and strategic guidance. We also implemented a professional assessment of the sales team as well as the CEO. The company is now positioned to sustain growth and has expanded their operation.

Talent Solutions

Shake on It

Alliance Advisors was retained by the CFO of a small but quickly growing utility that  had spent several months recruiting with no success for a key strategic Finance role.  Alliance redeveloped the role description and redefined the recruiting strategy.  The CFO’s feedback on his experience through the process was “In the end, with Alliance Advisors leading the search, we did in three weeks what we had tried for three months to do internally.   The team is honest, thorough and professional in their approach – I highly recommend them.”


Ready Mixed Concrete Delivery

When a concrete supplier was unable to expand their credit line with their commercial bank, we secured a new, multi-million dollar asset-based facility with an alternative lender.  The facility allowed the supplier to improve their risk profile and return to conventional financing eighteen months later.

Data Services

Stethoscope on the Cardiogram

Retained by a healthcare provider that served rehab, assisted living, long term care, and hospice clientele.  We collected and cleaned data from several business applications and created a data warehouse supporting executive dashboards.  Both line employees and executives use a single source of data building trust and transparency, enhancing the continuity of care.

Technology Services

Financial Report

Created a data warehouse providing sophisticated data analysis for a financial services firm that partnered with a national insurance carrier.  Warehouse allows the financial services firm to provide boutique level customer engagement with less than ten employees. Data management drives profit and growth without increasing headcount.