Each project is executed based on a common set of fundamental criteria. First, we make sure that the company's strategy is aligned with the industry's mega-trends. Next, we position the company and its strategy within a seven-dimensional taxonomy.

The taxonomy gives us a 'fingerprint' of the company's competitive positioning that helps us formulate alternative courses of action. Generally, the process of comparing a company to its direct and adjacent competitors -- both qualitatively and quantitatively -- energizes the company's thinking and results in new ideas or ways of looking at the business.

Then, we position the company for 'competitive efficiency'. One of our clients identified 53 competitors; we repositioned the company to reduce that number to fewer than 10. Most importantly for the owners of the company, we consider ways of presenting a client to the capital markets to maximize value. Much of this work focuses on the financial metrics that drive value in the capital markets.

Finally, we conform the company's messaging to the themes that are 'hot' in the capital markets.

If you would like to schedule a conference call or web conference to review the methodology in more detail, please call 914.332.5722.