Consulting and Advisory Services

Providing attention to detail, long term customer relationships and personal service, 3●Oak Associates is a retained management consultancy providing boutique advisory to small and midsized businesses and organizations.

Associates perform private advisory and project management behind-the-scenes, take an active role by being immersed within the client business in an interim position or may participate on the board of directors driving business results and advancing engagement metrics by leveraging the firm’s human resources, expertise, affiliates, funding sources and a global network in well defined engagements.

Associates work with owners, boards, management, customers, vendors and other stakeholders alike using clearly defined Start/Stop decision points following the widely used State-Gate model.

Clients

Our customers are private, individuals or families, venture capital or private equity investor owned businesses, shops, plants, or enterprises seeking professional assistance in the advancing their business in the following industries:
 
  • Retail Stores and Chains
  • Service Stations, Plants and Facilities
  • Engineering, Machinery, Tools and Die Shops
  • Technology based Companies
  • Automotive and Transportation
  • Marine and Aerospace
  • Light Industry, Production and Advanced Manufacturing
  • Distribution, Warehousing and Logistics
  • Hotels, Restaurants, Food and Beverage
  • Construction, Property Owners and Managers
  • Professional Services and Non-profits
  • Cities and Economic Development Agencies

Services

Depending on the engagement, 3●Oak uses the LEAN principles approach for service delivery and Agile (Sprint) methodologies for project management service delivery.

Our offerings include:

  • Corporate Strategy and Business Planning
  • Technology Innovation and Partnerships
  • New Product Development and Roll-out
  • Market Development and Expansion
  • Operational Review and Improvement
  • Recovery and Turnaround
  • Exit Strategy and Succession Planning
  • Buy/Sell, Mergers and Acquisitions
  • Financing and Capital Formation
  • Due diligence