Business Development Growth & Strategy Consultants: 38

Bedford and Main Financial Consulting provides services primarily catering to the Broker-Dealer and Registered Investment Advisor communities. Founded in 2012, our fundamental areas of expertise are: Operations, Compliance, and Management. Our core services focus on traditional consulting projects, anti-money laundering (AML) testing and compliance, and expert witness litigation and testimony.

Bedford and Main is listed in the FINRA Compliance Vendor Directory

We enjoy supporting broker-dealers of all shapes and sizes. Our client list includes introducing brokers, correspondent clearing brokers, clearing firms. prop trading firms, Fintech brokers and new broker-dealer start-ups. Our testimonial page speaks for itself: www.BedfordandMain.com/testimonials.

Operations and Compliance Expertise: Our experience is both deeply rooted, yet freshly relevant. With 40 years of hands-on senior experience, our management has been actively building, growing and restructuring broker-dealers. While based in the metropolitan Philadelphia area, Bedford and Main's client base is global. Our “bread and butter” Operations expertise focuses on conversions and project management. While on the Compliance side, we specialize in areas related to Supervision, Anti-Money Laundering, and Acceptance, Waiver and Consent (AWC) settlements.

Bedford and Main is a supporter of SIFMA and the Financial Services Institute.

Consulting Specialties Include:

• Conversion Specialist – systems, staffing, back-office, firm mergers
• Strategic Project Management
• Clearing Firms and Securities Processing Platforms
• FINRA Compliance Issues, specializing in:
  • Supervision Issues
  • Anti-Money Laundering (AML)
  • Acceptance, Waiver and Consent (AWC)
• Anti-Money Laundering Independent Annual Tests (FINRA 3310)
• Contract Negotiations
• Broker-dealer Start-ups – FINRA New Membership Application Process (NMA)
• Selling “Shell” Firms and other Mergers & Acquisitions Activity

Our clients appreciate how valuable it is to work with a consultant who has held Series 3, 7, 24, 27 and 63 licenses, and is a FINRA Dispute Resolution Arbitrator and a Certified Anti-Money Laundering Specialist (CAMS). Moreover, the insights we provide resulting from our securities expert witness engagements often prove invaluable.

View John Foster's Expert Witness Profile.

Consultica Worldwide is a management consulting firm with a reputation for resolving strategic and operational issues in Business, International Education, Management, and Human Capital. The firm was established in Sydney, Australia in 2003 and provides consultancy services in management, strategy, quality, business, and international education.

Consultica specializes in assisting with RTO quality and development, university advisory, higher education service provider (HEP) services, tertiary quality, start-up, and strategic planning. Their services cover the following:

Quality Development, Enhancement Quality Systems Registration and Re-registration Services Harnessing Strategic Synergies Creating Quality Cultures Developing Corporate Talent

Aligning the Workforce to Strategy Strengthening High-impact Leadership Leadership Transition Risk Management Executive Guidance Strategic Management

Principal, Mo Kader, PhD, is a business and commerce professional specializing in three areas of expertise: Business Start-up and Development, Human Capital and Corporate Training, and International Education and Institutions. He has an in-depth knowledge of the education, corporate training, learning and development fields and of Small and Medium Enterprise (SME) and larger commercial enterprise.

Dr. Kader assists SME's and large businesses in a range of sectors to start up or develop or grow. This is done through business management principles and with a range of human resource and organizational development approaches. These help increase the start-up business success rate and streamline its processes, as they do with larger businesses looking for better performance.

Dr. Kader's understanding of management, business development, new company growth strategies, and change management aid in providing a pragmatic, driven approach to business. He has worked as Business Development Manager, National Business Manager, Head of Sales, General Manager, and Managing Director, and has a high degree of acumen in international business, export development, new enterprise start up, and in resolving business and commercial issues via good business practice and human capital programs.

Mo Kader is experienced in the regulatory framework of compliance for Registered Training Organisations (RTO's), Higher Education Providers (HEP's), and Universities. He assists RTO's with initial registration and ongoing compliance. The establishment of Higher Education Providers and Tertiary Education Institutions is also his forte. With an ability to assist from the inception and Strategic Planning phase to the development of internal policies and procedures that provide the institute with a Quality Framework, Dr. Kader is able to impart sound advice and implementation support.

Carlo Scevola & Partners is an International Fiduciary Company headquartered in Geneva, Switzerland, with branches in six continents. We specialize in International Planning, Strategic Consulting and Wealth Management. Our clients trust us for everything from setting up an Offshore Company to Mergers and Acquisitions to Business Finance and Asset Protection. 

CS&P’s customer-centric methodology ensures that each client gets a custom-tailored solution which addresses that business’ individual objectives and requirements. Our team has expertise in every functional category and every important geography. From finance to operations to human resources to marketing – from the Americas to Europe to Africa, Asia and Oceania – CS&P can bring together experienced executives who know how to advise you and will make your enterprise a success. All this while always protecting your privacy. 

Services Offered: Business and Strategic Consulting

• S.W.O.T. Analysis
• Pre-investment Feasibility Studies / Competitive Background Assessments
• Business Plan Research, Writing and Production
• Strategy Definition / Implementation
• Reworking of Operating Processes for International Suitability
• Industrial Partnership Scouting / Matching
• Tailor Business Model to Market Environment, Jurisdiction and Local Authorities Requirements 

Corporate Finance:

• Mergers, Acquisitions and CessionsCommercial Due Diligence or Investment / Financial Appraisals
• Company Reorganization and Restructuring
• Financial Feasibility Plans for Industrial Expansion
• Scouting / Recruiting Highly Qualified Financial Management
• Exit Strategies in the event of Buy-outs, Buy-ins, Spin-offs or MBOs, MBIs and LBOs
• Listing on Stock Exchanges 

Offshore Consulting:

1. International Tax Planning
2. Corporate Structuring, Maintenance and Trusts
3. International Contracts Law
4. Jurisdictions
5. Residency and Citizenship
6. International Banking
7. Logistic Support
8. Government Licenses
9. Aircrafts and Vessels
10. Intellectual Property 

CS&P Operates In More Than 80 Countries Around The World.

Dennis E. Coleman & Associates has been providing Healthcare Management Services to various healthcare provider clients since 1990. They offer services in a variety of areas, including, but not limited to:

Physician / Hospital Collaboration Medical Staff Development Business Development Operations Management Interim Hospital Management

Policy & Procedure Development Human Resources Management Marketing & Sales Delivery System Development Strategic Planning

Principal, Dennis E. Coleman, JD, MPH, has over 40 years of experience in Hospital and Healthcare Management. Mr. Coleman's academic background includes a Juris Doctor degree from Southwestern University in Los Angeles and a Masters in Public Health degree with a Hospital Administration major and a Bachelor of Arts degree in Political Science, both from the University of California, Los Angeles.

Mr. Coleman was most recently the Chief Executive Officer of Community & Mission Hospital located in Southern California. He has also served as a part-time faculty instructor in hospital administration and healthcare management at both California State University, Northridge and California State University, Los Angeles. He currently maintains a national consulting and expert witness practice specializing in hospital administration / healthcare management.

View Dennis Coleman's Expert Witness Profile.

Steven Elson, PhD, has 35 years in executive leadership of not-for-profit organizations providing Mental Health and Residential Services to Children and Youth with complex trauma and/or presenting challenging and disruptive behavioral/emotional issues. 

Dr. Elson has overseen services provided to more than 50,000 vulnerable children and youth and their families in a highly regulated, compliance driven industry. Payors have included both public (Medicaid) and private (commercial insurance and private pay) and involve multiple and complex funding streams. Significant growth and new lines of business attained in all leadership positions/organizations while achieving state and national recognition for training and service excellence.  As CEO Dr. Elson launched consultation and training services directly impacted organizations in 15 states and seven foreign countries. He is actively involved in virtually all significant public policy initiatives affecting child welfare and mental health in California. Industry leadership includes Board membership on five state-wide and one national association. Dr. Elson has been elected and served a term as President in each of the six associations. 

Begun in 2020, independent consultation has included work with five California nonprofits ranging in size from $2 million to $60 million and a state-wide industry association and serving as Interim Executive Director with one organization undergoing leadership transitiion. 

Consulting Services

• Help non-profit agencies that work in the child and adolescent mental health space to increase financial stability
• Develop new lines of business including contracts with commercial insurance companies
• Enhance regulatory compliance
• Meet accreditation standards
• Improve clinical / service performance
• Strengthen Board knowledge and skills
• Create strategies / plans in sync with community needs and market trends

View Dr. Steven Elson's Expert Witness Profile.

Sahel (Sal) Shwayhat, MBA, FACHE, Principal / Owner at ELY Analytics LLC, is a Management Consultant with over 30 years of experience in Healthcare Operations and Data Analytics. A Lean Six Sigma Black Belt, Mr. Shwayhat has dual degrees in Electrical and Biomedical Engineering. He is also is fellow in the American College of Healthcare Executives. 

Mr. Shwayhat's career spans multiple roles, where he gained significant experience analyzing large data sets to uncover inefficiencies, identify outliers, and compare staff and equipment outputs. He is adept at performing location analytics to identify potential clients, focus resources, and capture a greater share of the market.

Mr. Shwayhat has guest-lectured at Yale University and the University of New Haven – subjects included “External and Internal Benchmarking” and “Uses of Data in Healthcare”.  He has presented at several conferences, including the Connecticut Quality Council.

Core Areas of Strength:

Data Analytics & Key Performance Indicators Performance Improvement Market Analysis Location Analytics & GIS Radiology Operations Performance

Cost Accounting & Expense Reduction Strategic & Business Planning Financial Analysis Lean Six Sigma Hospital Flex Budget

ELY Analytics LLC (ELY) is a Management Consultancy that emphasizes use of Data Analytics and Visualization. Company specializes in converting data into information. ELY Analytics mines and analyzes raw data to help clients identify Financial and Operational Performance Improvement opportunities. ELY Analytics can also perform location analytics to help businesses map existing and potential clients.

ELY Analytics serves data rich, information poor companies within various industries, including healthcare, banking, and insurance, and more specifically, radiology / diagnostic imaging, operational finance, strategic planning, behavioral health, performance improvement, and clinical engineering.

Examples of Analyzed Information

Fastest Population Growth  Most Profitable Demographic Segment   Employee / Staff Star Perfomers

Turnaround Time (day and shift) MRI Capacity Utilization Client Geography and Distance

Beryl Vaughan draws on a combined 30 years of experience in Law Litigation Management and Forensic Psychiatry Marketing to create Medical-Legal Practice Growth and Strategy for Physicians and Psychologists to grow their practice as medical-legal experts. She provides marketing and business consulting for maximum effect and improved bottom line. 

Ms. Vaughan has been honored to present to UCSF, UCDavis, and UCLA Forensic Psychiatry Fellows about the nuts and bolts of building a forensic practice, an annual event for each new Fellowship year.  She has presented on this topic to physicians in all specialties.

Consulting Services - Any physician can benefit from the help of someone who knows "the business" of developing a practice as an expert witness or medicolegal consultant.  Ms. Vaughan has helped doctors many areas of medicine with additional expertise in Forensic Psychiatry and Psychology.  Ms. Vaughan's track record in developing focused, concrete, practice-building strategy is proven to be effective for doctors. She also uses reputation-enhancing tools to build legitimacy in the legal space.  She is also an expert in navigating retention contracts, billing, and timekeeping that will stand up in court, and even how to handle first calls from attorneys. 

Services and Process: All platforms are curated to get the word out to attorneys about the Expert's services, credentials, and unique knowledge-base. Ms. Vaughan expands and deepens client forensic work such as records review, medical-legal case consulting, and Expert Witness testimony in targeted areas of law (for example, medical malpractice or product liability) Her services include marketing, maximizing a website, and using free and paid methods to that end. 

• A plan may include helping clients decide if an expert witness directory (and which) will benefit you, websites that meet high ethical standards and get attention, even developing presentation and writing topics for attorney audiences. Social media best practices for effect. She notes it is not appropriate for everyone, but very appropriate for some.
• Interviewing physicians to get into the nitty gritty of medical backgrounds and desires, recommending a tailored plan in collaboration with your goals, and explaining why some choices are better than others, and implement.
• Business consulting is usually needed - it goes hand-in-hand with best practices and profitability. 

Beat K. Schlumpf, FCILT,  is an Expert in European Supply Chain Management, Networks and Logistics. Mr. Schlumpf has over 40 years of experience in supply chain execution. 

Mr. Schlumpf is one of the few experts worldwide with operative experience of all carriers (Sea, Air, Road, Rail) and all speeds (heavy lifts, general cargo, full load, parcel, express, mail, courier). His core competence is in the assessment, development, and implementation of integrated logistics solutions. He is the Inventor of the "Operations Efficiency Assessment” and the Time Factor model for process assessments.  

Mr. Schlumpf has extensive knowledge in a broad range of management assignments. He has experience and professional competence in distribution logistics for manufacturers, retailers, producers, forwarding and transportation companies as well as postal operators (textile, machinery, postal services, mail, parcel, express, and transportation industries.) 

Business Consulting Focus:

Facilities Design Worldwide Distribution Network Design Freight Audits Tender

Outsourcing Logistics and Supply Chain Supply Chain Law Expansion, Consolidation, and Warehousing

Mr. Schlumpf has acted as an Expert at the UNCTAD and was featured speaker on practices and operation used by global freight logistics firms for the World Trade Organization (WTO) and lecturer for distribution logistics.

Mr. Schlumpf has published articles on outsourcing, one stop shopping, co-operation with forwarders and integrators, and new inventing Operations Audit to increase efficiency. 

View Beat K. Schlumpf's Expert Witness Profile.

HP Accounting Services, Inc. is a leading provider of interim and outsourced Financial Management for tech and other companies. A CPA and business valuation firm, they support their clients’ compliance with the IRC 409A and SFAS 123(R) rules, intangible asset valuation, as well as issues involving damage calculations, expert witness services in litigation. 

Consulting Services:

• Accounting - Bookkeeping (Monthly/Quarterly/Annual), Accounting system setup for new businesses, Personal financial statements, Business Plan Development & Loan Brokerage, Audit Preparation & Liaison, Budgeting
• Business Valuation - Purchase Price Allocations — FAS 141R
• Mergers & Acquisitions
• Business Fraud Prevention

Robert Bates, JD, CPA, CFE, CVA, CFO has over 30 years of Financial Management and Accounting experience as a Controller and CFO in various industries. He has been in several industries, including telecom, media, retail and financial services in addition to having consulting experience at startups in the software, technology, and life sciences fields. Mr. Bates specializes in International Accounting, Software Issues, and Obtaining Financing. AS CFO of  public companies, he has completed due diligence accounting/reporting for 12 acquisitions, including performing Business Valuations and dealing with FAS 142 issues. Mr. Bates has handled accounting for complex debt instruments including warrants, beneficial conversion feature, and other derivative issues. He has also been responsible for SEC reporting: 10Q’s and 10K’s.

View Robert Bates' Expert Witness Profile.

David Peterson, is a well-recognized ebanking pioneer, with a national reputation as a subject matter expert in Financial Technologies and Electronic Payments.  i7strategies was formed to assist companies in the financial industry with determining and achieving their goals. Companies in need of assistance in determining or refining their goals will benefit by using i7strategies for strategic planning.

Our expertise lies in gathering all relevant information and working in conjunction with company executives to “boil down the issues” to reach the critical strategic goals which are crucial to the organization’s success. This “distilling” process can take the form of a brainstorming session, a multi-day strategic planning session, or an ongoing commitment to annual planning with quarterly or monthly follow up.

In certain circumstances, a company will wish to add to its existing talent base to satisfy a short-term but vital need. i7strategies can provide specific expertise across a wide range of operational and management categories, providing timely and focused consulting. By “instilling” targeted subject matter expertise, i7strategies gives companies the ability to avoid lost opportunities and operational errors.

View David Peterson's Expert Witness Profile. 

Prudence L. Gourguechon, MD, founder of Invantage Advising, provides insight into the Psychology behind Critical Business Behavior, Decisions, and Strategy. Using concepts from psychology, neuroscience, and psychoanalysis, she offers the most comprehensive theory available about the depths of the human mind, motivation, emotion, and irrational individual and group behavior. 

Dr. Gourguechon's work is based on theory and practice that combines a profound general knowledge of how human beings operate with a uniquely individualized approach. Clients of Invantage Advising get tailored, personalized advice, guidance, and insight. 

Consulting Services - As a business consultant, published author, and invited speaker, Dr. Gourguechon developed a unique 5-point tool based on core cognitive competencies and character traits for assessing a leader’s ability to carry out high-level responsibilities. As an expert in the Psychology of Leadership and Decision Making, she is particularly interested in the conditions leading to and the consequences of executive malfeasance. She enjoys working with entrepreneurs and startups, helping them navigate the challenges of different stages of business development including staying healthy and forming partnerships. 

Consulting Services:

• Leadership Assessment and Development
• Executive Coaching regarding Critical Career Decisions
• Emotional Finance - Improving Professional Investor Performance
• Developing Rising Women Leaders

A psychiatrist and psychoanalyst in active clinical practice since 1983, Dr. Gourguechon is Yale and Michigan-educated, and Northwestern-trained. She is Past President of the American Psychoanalytic Association, former Northwestern Faculty, and former Dean of the Chicago Psychoanalytic Institute.

Dr. Gourguechon has clinical expertise in trauma, post-traumatic stress disorder, depression, bipolar disorder, psychotic disorders, anxiety disorders, ADHD, OCD, problems with relationships and work.

View Dr. Gourguechon's Expert Witness Profile.

Inviscid Consulting helps businesses plan and streamline their warehousing, logistics, manufacturing, and distribution operations to drive down costs, boost capacity, improve customer service, and mitigate risks.

The team at Inviscid Consulting is experienced in a broad range of supply chain specialties. Their subject-matter experts apply lean thinking and effective industrial engineering principles to reduce operational resistance, so supply chains flow more timely and more efficiently.

Industry expertise includes Multi-Channel / Omnichannel Retail, Direct-to-Consumer / Ecommerce / Catalog, Consumer Goods, Apparel / Footwear, Food / Beverage / Grocery, Pharmaceutical / Health & Life Sciences, Industrial / Automotive, High-Tech / Electronics, Wholesale / General Distribution, and 3PL / Outsourced Fulfillment.

Consulting Services:

• Conception, Modeling, Analysis, Design, and Reengineering of Manufacturing, Warehousing, and Distribution Operations and Business Processes
• Strategic Distribution Network Planning and Site Selection
• Distribution Center Planning & Design
• Economic Evaluation and Justification of Alternative Solutions
• Design, Estimation, Specification, Selection, and Implementation of Material Handling Systems and Supply Chain Information Systems
• Lean Warehousing & Distribution Process Improvement
• Improvement of Labor Productivity, Resource Utilization and Customer Service Levels
• Evaluation & Selection of Third-Party Logistics (3PL) Providers
• Product Serialization, Track & Trace, & ePedigree

Stephen (Steve) T. Hopper, PE, Founder and Principal with Inviscid Consulting, is a Supply Chain professional with extensive experience planning and streamlining warehousing, logistics, and distribution operations.

For more than 30 years, Mr. Hopper has solved supply chain problems for numerous clients ranging from small businesses to Fortune 100 corporations. He helps his clients drive down operating costs, boost capacity, improve customer service, reduce risk, implement effective supply chain solutions, and enhance the performance of their supply chain resources: people, processes, inventory, facilities, equipment, material handling systems, transportation assets, and supply chain information technology (IT).

View Steve Hopper's Expert Witness Profile.

Jason McDonald, PhD, is an accomplished Search Engine Optimization (SEO), Google Ads (AdWords) (PPC), and Social Media Marketing professional - teacher, corporate trainer - with over 20 years of expertise in online media. Dr. McDonald works to strategize with clients all over the world. His consulting services include:

Search Engine Optimization SEO Page Tags, Density, etc. Link-Building Campaigns Landing Page Optimization

Google AdWords / PPC Ad Strategy vs. Marketing Campaign Set up & Copywriting Google Analytics & Metrics

Social Media / Online PR Twitter, Facebook, LinkedIn Youtube & Google+ Marketing e-Newsletters & Press Release

Background Experience - With a BA from Harvard and a PhD from Berkeley, Dr. McDonald began working at a number of San Francisco Bay Area start ups, ranging from Omnibus, Computer Currents, and MW Media. He also wrote freelance for many years with articles appearing in trade journals and press such as EE Times, Dr. Dobb’s, and Software Development Forum. In 1995, he left MW Media and was one of the co-founders of eg3.com. 

Today, Dr. McDonald is Senior Editor for content at eg3.com and is responsible for website coverage (keywords), the monthly newsletter, and the series of Insiders’ Guides on topics from RTOS to FPGAs. He also is the Senior SEO Director at the JM Internet Group. The author of the best-selling SEO Workbook, Google Ads (AdWords) Workbook, and Social Media Marketing Workbooks on Amazon, Dr. McDonald currently teaches at Stanford University Continuing Studies and has taught in the past at the Bay Area Video Academy (BAVC), and AcademyX in San Francisco, California.

 View Dr. McDonald's Expert Witness Profile.

Litigation - When a case is not to the point where an expert needs to be designated, clients and attorneys often benefit from consulting with an expert in order to gain a better understanding of the strengths and weaknesses of their case. Our firm offers services in these early stages, allowing the attorney to consider key questions, such as whether or not the case has enough value for litigating, potential settlement value, and often times forming the framework for discovery requests. With our in-depth experience in banking and real estate, we have been able to help our clients identify key issues to investigate in a deposition, consider different complexities of a case, and assist in fact development by suggesting documents or information to request. When we work in this consulting capacity, our communication is covered by the attorney-client privilege, so our clients and attorneys are free to discuss trial strategy without the worry of discoverability. This has allowed us to add value by performing preliminary analyses to assess the viability of different strategic directions for the case.

Bank Negotiation - Situations may arise where you could benefit from the knowledge and experience of an unbiased party in a financial situation. Whether you need help negotiating a short sale on your commercial property, working with the SBA, or renegotiating an operating line of credit with your bank, we can help. Our many years in the banking industry have given us the knowledge and contacts necessary to help you through the transaction. For these situations that require a greater depth of experience than you may have on staff, JBH Real Estate Experts can do the job on a project basis.

Real Estate Brokerage

Jay Hibert is a licensed Real Estate Broker CA BRE #01523075 . He is happy to assist your existing broker, or he can represent you in a transaction. Jay's expertise is in negotiating transactions between buyer and seller, identifying purchase opportunities for 1031 exchange, contract review, and arranging financing.

View Jay Hibert's Expert Witness Profile.

Keegan Linscott & Associates, PC is a full-service Accounting Firm with more than 27 years of experience providing the highest quality of service to clients through a multi-dimensional team of dedicated and trusted professionals.

Leaders in their industry of practice, the professionals at KLA are Certified Public Accountants, Certified Fraud Examiners, Forensic Accountants, and Certified Insolvency, and Restructuring Advisors. They are committed to providing their clients and community with exceptional service, specializing in such matters as complex commercial litigation, FAR audits, all taxation matters, bankruptcy, reorganization, insolvency issues, and fraud detection, investigation, and prevention.

Consulting Services Include:

• Taxation-Related Services -Tax Problems, IRS Audit Support, Non-Files Returns, Offers in Compromise, Bankruptcy, Estate Planning
• Audit Services - Audits, Reviews, Compilations, Federal Acquisition Regulations
• Business Services - Quickbooks, Small Business, Payroll, Part-Time CFO, Cash Flow, Bank Financing, Strategic Business planning, Business Valuation, Succession in Planning, New Business Planning, Non-Profits, Internal Controls

Christopher G. Linscott, CPA, CFE, CIRA, is a Director of Keegan Linscott & Associates and is the Director of Litigation, Forensic Accounting, and Bankruptcy Support Services. He also manages corporate financial audits and tax clients. Mr. Linscott was previously employed with the international CPA firms of Coopers & Lybrand (now Price­water­houseCoopers), and Peat Marwick (now KPMG). He has more than 25 years of ex­perience in public accounting.

Mr. Linscott specializes in the areas of Litigation Support, Bankruptcy Reorganization, Fraud Investigations and Prevention, and Business Consulting. He has served clients in industries including construction, health care, home builders and developers, law firms, manufacturing and distribution, non-profit, professional services, real estate, restaurant franchises, retail service, and wholesale.

Mr. Linscott is a Member of the Arizona Society of CPA's, American Institute of Certified Public Accountants, National Association of Certified Fraud Examiners, Association of Insolvency and Restructuring Advisors, and a Director of the Board of Directors at Bashas’.

View Keegan Linscott & Associates' Expert Witness Profile.