Wanserski & Associates offers customized and experienced resources and an array of proven operations, business consulting, and financial oversight services to ensure market-tested value and performance improvement for our clients, both public and private concerns.

 Management needs vary by situation: across industry segments, from company to company, based upon perception, the initial problem-definition…and size.

  • Large public companies typically select consulting assistance from the roster of the most well-known and highest-quality-perceived firms.
  • Mid-size companies engage consultants via a more economic, “ROI pay-back” and value-priced approach; they are more likely to select resources outside of the classic “boardroom” names.
  • Start-up and smaller-but-growing-firms opt out of the big names due to cost, but have equivalent critical needs, sometimes “next-level-requirements”, or even “survivor” and turnaround issues

We understand breadth, depth, strategy requirements, as well as business-plan design and execution, operational and management team needs, and financial accounting, regulatory, and reporting requirements. Most importantly, we have likely been “in the chair.” We also understand: the comfort of going with the brand names by the large client population; the reluctance of mid-size company management teams to depart from embedded or internal choices; and/or, the incorrect perception by the “small-but-growing firm” management team to observe, “with such credentials, they’ve got to be too expensive for us.”

So, why not just contact us for a conversation and ask? The fulfillment of: assisting a start-up to get to the next level; dealing briskly, broadly, and analytically with cross-functional issues at mid-size customers; or targeted projects for large clients…we’ve seen all environments, and that’s why we ought to talk.

Capabilities, Services, and Selected Historical Assignments:

  • Advisory, project oversight and execution
  • Governance direction, guidance, and oversight
  • Risk management, prioritization, and mitigation action for downside needs or opportunity optimization
  • Business process and business plan reviews
  • Best practices design, implementation, and monitoring
  • Operational improvements, business unit optimization, growth initiatives
  • Proactive (or reactive) prioritization of compliance efforts relative to business objectives, regulator-required action, court orders, and resolutions.
  • Operational improvement and performance management
  • Turnaround projects – direct project experiences including clients in a variety of industries
  • Management team guidance/Subject Matter Expertise: Based upon the specific needs, applicable resources are available for such initiatives. Examples from complex incidents and cases include:
  •      innumerable days of testimony and document preparation
  •      40+ hours on the stand between 4 days of depositions (in just one case),
  •      civil litigation appearances, grand jury, and criminal trial experiences,
  • 15 fraud, ethics, and corruption prevention and guidance cases.
  • Operational targets: developing and linking accounting, finance, and reporting metrics to objectives.

Resources are also uniquely geared to service: public companies, private equity firm portfolio companies and management, private company/home office founders, owners, and investors.


Case Studies – Governance & Operations

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Case Study – Executive Level Advisory

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Case Studies – Mergers & Acquisitions, Due Diligence

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