Unit viability includes an assessment of the overall organization’s financial health, the financial and practical success of the business unit, and the likelihood that the individual business unit will continue contributing to the overall health of your Company. Should the business unit continue offering the product/services, with the Company need to infuse more cash into the division and/or will it advance the state of the company’s portfolio of products.

Assess your company’s capabilities in all presales activities and the structure that supports them. This includes deal management, pricing and negotiation, presales support, and the overall effectiveness of the sales channel.

Ability to respond, change direction, be flexible and achieve competitive success as opportunities develop, competitors act, customer needs evolve and market dynamics change. This assessment also considers your company’s history of responsiveness.

The clarity, quality, creativity, and efficacy of programs designed to deliver your organization’s message to influence the market, promote the brand and business, increase awareness of the products, and establish a positive identification with the product/brand and organization in the minds of buyers. This “mind share” can be driven by a combination of publicity, promotional initiatives, thought leadership, word of mouth, and sales activities. Need us to supplement your team’s skills or even outsource entire tactical initiatives. We’re here to ensure your marketing delivery helps drive measurable results for sales.

Relationships, products and services/programs that enable clients to be successful with the products evaluated. Specifically, this includes the ways customers receive technical support, general service or account support. This can also include ancillary tools, customer support programs (and the quality thereof), availability of user groups, service-level agreements and so on.

The ability of the organization to meet its goals and commitments. Factors include the quality of the organizational structure, including skills, experiences, programs, systems and other vehicles that enable the organization to operate effectively and efficiently on an ongoing basis.

Collaborate to create a clear, differentiated set of messages consistently communicated throughout the organization and externalized through the website, advertising, social spheres, customer programs, and positioning statements.

Develop or enhance your strategy for selling products that uses the appropriate network of direct and indirect sales, retail and/or ecommerce, marketing, service, and communication affiliates that extend the scope and depth of market reach, skills, expertise, technologies, services and the customer base.

Create an approach to product development and delivery that emphasizes differentiation, functionality, methodology and feature sets as they map to current and future requirements of your key customer segments.

The soundness and logic of your underlying business proposition. We’ll help develop or refine your pricing strategies, go-to-market efficiencies, sales and marketing effectiveness, and product value propositions all to help you create a unique, compelling and differentiated offering.

Ensure your company’s strategy to direct resources, skills and offerings to meet the specific needs of individual market segments, including vertical markets.

Direct, related, complementary and synergistic layouts of resources, expertise or capital for investment, consolidation, defensive or pre-emptive purposes.

The Company’s strategy focuses on allocating resources, skills, and services to address the unique needs of regions outside the home geography, whether directly or through partners, channels, and subsidiaries tailored to each market. This includes evaluating reseller networks (VAR), distribution partners, and affiliates to ensure effective market penetration and support.

Brand storytelling is the process of creating a series of plot points to build an emotional connection between a brand and its target audience. A brand story is a summary of your company’s history, mission, purpose, and values, with a narrative structure that brings it to life.

An Interim President will improve all areas of the business from operations to marketing, product development to technology.

While the CEO or founder first communicates a clear vision/mission, the interim President focuses straightaway on aligning resources, people, and assets to get that mission accomplished.

• Being a culture change agent
• Execute on a strategic plans
• Streamline operations
• Process improvements
• Mastermind expansion to new markets
• Implement plan for rapid success
• Mentor management team to level up their leadership

Marketing and Sales need to collaborate to create a clear, differentiated set of messages consistently communicated throughout the organization and externalized through the website, advertising, customer programs and product positioning statements.

CMOs and CSOs helps companies deal with a wide variety of issues and situations at a strategic and tactical, “hands-on” level. Whether you need to hit new sales targets or have a skills or expertise gap — we are ready to assist with our experienced and proven team. With talent that delivers results, we can help in areas such as:

• Marketing/Sales organization development and talent assessments
• Role clarification between sales, marketing or other business areas
• ROI and dashboard development
• Strategy, planning process and plan development
• Product/brand strategy development and management
• Competitive analysis and strategies
• Development and/or review an of customer, market and product research programs
• New market development and opportunity assessment
• Innovation capabilities development and management, new products/services identification and commercialization programs

Chief Information Officers help drive a company’s growth through the efficient and effective use of information technology – and beyond. In a world of warp-speed technological innovation, that’s no small task. Engagements have included:

• Companies replacing legacy computer systems.
• Start-ups needing technology leadership (and instant credibility with potential investors).
• Mid-size companies transition into a rapid growth cycle which requires technology to scale.
• Replacing a departing CTO, shore up technology efforts, and help groom a permanent successor.

An Interim CIO or CTO is particularly well-set to grab the IT tiger by the tail and muscle over the hurdles that come with scenarios of rapid change. By definition, interims are specialists in transition management, with the experience and track record to meet whatever IT challenge your company faces.

Whether cash flow, new market entry, or maximizing value prior to a potential transaction or exit, an Interim CFO can lead turnaround or growth.

• Situations and issues where Interim CFOs can help:
• Financial & management reporting
• M&A – due diligence, execution & integration
• Profitability improvement & cost reductions
• Controls, compliance & internal auditing
• Financial & operational analysis/studies
• Skill development & knowledge transfer
• Month or year-end closings
• Cost and plant accounting management
• Treasury and cash
• Federal, state & local taxation
• Talent assessments
• Audit assistance

We help you develop your high-potential leaders of tomorrow. 

Developing your high-potential employees is easier when you pair them with a professional coach or mentor from Peak Road. Whether working on developing their executive presence, speaking skills, emotional intelligence, or simply want to garner greater results from them as a manager, our mentors and coaches will work to develop your up-an-coming talent.

Depending on your objective, our team of professionals enjoy spending a few hours a month by phone, video-chat, email or in person meeting working to develop your top performers.

Our team mission is a never-ending quest to support management teams in finding a better way in every process. If it’s good, let’s make it great. If it’s great, let’s take it to an even higher level. Teams are formed for a wide range of issues including: Business Development, Engineering, Finance, Human Resources, Information Technology, Marketing Operations, Product Development, Program & Project Management, Supply Chain Management, and Sales.

Board Effectiveness
Boards face unprecedented demands, balancing climate change, ESG reporting, DE&I initiatives, and advances in AI and technology. The best boards focus on shaping the future and maintaining performance by partnering with management, regularly reviewing governance structures, and enhancing directors’ capabilities to align with evolving trends. This is why Board Effectiveness is crucial.

CEO Development
Developing leaders who can both transform and perform is crucial as the role of a CEO becomes increasingly complex. Today’s businesses need Enterprise Leaders—agile, impactful individuals who create value across the entire ecosystem and balance the needs of people, profit, and the planet. These leaders, who excel in ESG, are rare but can be developed. Our research-based framework and CEO development programs cultivate the mindsets and capabilities needed to transform CEOs into Enterprise Leaders, enabling them to make a purposeful impact within and beyond their enterprises.

Interim CEO Succession

Select the right CEO today, tomorrow, and for years to come with our comprehensive solutions, including Interim CEO services.

Organizations thrive with the right leadership. The best CEOs are Enterprise Leaders who maintain business performance today while transforming the organization for tomorrow.

Our CEO succession solution combines advisory and with with your executive search firm to define the talent you need, understand the talent you have, and realize their potential. Whether you have an immediate CEO search or seek a continuous partnership, we ensure your business achieves its ambitions and purpose with the leaders it deserves.

Executive Compensation & Governance

Leaders’ roles have evolved, and their compensation should too. Many pay programs harm trust by pitting executives against employees. A one-size-fits-all approach doesn’t work; each business requires a unique compensation strategy that reflects its culture, performance drivers, and regulatory environment.

We can help create fair, simple, clear, and trusted compensation programs. When executive pay aligns with leaders’ real roles and responsibilities, as well as your strategic intent, you can attract the right talent and reward behaviors that support your purpose and goals.

Acquisitions, Transfers and Ownership Changes
Working with experienced advisors can help boards and CEOs navigate the complexities of acquisitions and ownership transfers. These experts provide strategic guidance, ensuring smooth transitions, effective planning, and successful integration, ultimately driving long-term growth and stability for the company.

Governing boards and advisory boards serve a vital role in guiding a company’s long-term success. Whether you are a startup building a new board or mature company enhancing an existing one, Peak Road is here to help. While many executives are willing to serve on boards, finding the best candidate that possesses both the real-world experience and cultural fit for your organization can be a challenge. We understand the critical nature of advisors and board members and strive to present you with the strategic guidance your board needs to guide your company to the next level and beyond.

Peak Road Partners team of talented interim executives, includes senior leaders with a varied range of experiences and vast professional network. From past clients and former colleagues to professional associations and affiliations our extended network enables us to find and present board and advisory council candidates with relevant backgrounds as well as cultural fit. Our team’s varied industry experiences and national scope allows us to find candidates that often live within or are willing to travel to any US market.

Meeting & Discussion Facilitation
We will efficiently facilitate board meetings, ensuring productive strategy and planning sessions. Our expertise in managing board-level discussions helps streamline the process, enabling effective decision-making and strategic alignment.

Conflict Management
We specialize in conflict management, providing effective solutions when issues arise among board members. Our approach fosters open communication and collaboration, helping to resolve disputes quickly and maintain a productive, harmonious board environment.

Franchisee Board Support

The franchise director of a franchisee-funded board ensures that franchisees’ interests and investments are effectively represented and managed. They act as liaisons between franchisees and the franchisor, oversee the allocation of funds, and advocate for franchisees’ needs. By fostering communication, compliance, and continuous improvement, the director helps maintain a cohesive and successful franchise network. This frees the full-time franchisees to focus on their own unit economics, knowing their franchise director will champion their concerns with the franchisor.